Apple’s iPhone exports from India soared to a record $10 billion during the first half of fiscal 2026, marking a 75% rise compared to the same period last year, as the company and its manufacturing partners ramped up production capacity in India.
The sharp rise was driven by a strong performance in September, with outbound shipments totaling around $1.25 billion, a 155% jump compared to the same month last year, highlighting a rapid acceleration in monthly exports.

The surge comes after the opening of two new facilities, Tata Electronics’ plant in Hosur and Foxconn’s unit in Bengaluru, bringing Apple’s total manufacturing sites in India to five. In FY25, these factories collectively produced iPhones worth $22 billion, with 80% of the output destined for export. The expansion has facilitated the relocation of an increasing portion of global iPhone assembly to India.
For the first time, India is now part of Apple’s global launch strategy, shipping all iPhone models, including the Pro and Pro Max, right from the initial release.

According to analysts, growing international demand, particularly from the U.S., along with government policy incentives, is speeding up India’s emergence as a key hub in Apple’s global supply chain. Between April and August, smartphone exports from India to the U.S. saw a sharp rise, reaching approximately $8.4 billion, a year-on-year increase of around 190%.

As reported by Outlook Business, the growth is driven by continued policy backing through India’s production-linked incentive (PLI) scheme for mobile manufacturing, along with Apple’s strategic move to assemble its latest models, such as the iPhone 17 series from launch. Both government officials and company representatives noted that India is emerging as a growing supply source for iPhones sold in the U.S., as manufacturers increasingly shift production away from a China-focused model.

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