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India’s iPhone Exports Hit $23 Billion in 2025 as Mobile Output Seen Reaching $75 Billion by FY26 End

The mobile PLI expires in March 2026, creating a policy pivot point for sustaining the sector’s momentum.

Overview

  • Apple’s India-made iPhone shipments reached a record $23 billion in calendar 2025, rising about 85% from 2024.
  • ICEA projects mobile phone production of roughly $75 billion with more than $30 billion in exports by the close of FY26.
  • In the first nine months of FY26, iPhone exports were nearly $16 billion, taking cumulative shipments during the PLI period past $50 billion.
  • Apple’s local footprint now includes five iPhone assembly plants—three run by Tata Group and two by Foxconn—supported by around 45 component suppliers.
  • Smartphones became India’s largest export category in FY25, with iPhones contributing about 75% of smartphone export value and one in four smartphones produced in 2025 shipped abroad.