Apple’s contract manufacturers in India continue to ramp up production and exports of iPhones despite tariff uncertainties.
India exported over 23.9 million iPhones in the first half of 2025 (Jan-June), a large 53 per cent jump from the same half year in 2024, data from global research firm Canalys (now Omdia) shows.
Despite US President Trump’s caution to Apple to make in the US, almost 78 per cent of the iPhone exports from India in H12025 —nearly 18.6 million units — went to the US. In June 2025 alone, 88 per cent of India’s iPhone exports went to the US compared to 46 per cent in June 2024. According to Canalys, Netherlands, Czech Republic, the UK and Italy are the other markets to which India exports iPhones.
“The rising iPhone exports highlights India’s strategic rise in Apple’s global supply chain,” Sanyam Chaurasia, senior Analyst – Mobility, Canalys (part of Omdia), said. “India’s major EMS players are ramping up fast, with Foxconn and Tata Group shipping over 21 million iPhones in H1 2025, together commanding 88 per cent of total exports,” he adds.
The growth in iPhone exports assumes importance at a time when Chinese experts and engineers in Foxconn’s India facilities have exited the country, casting doubts on India’s ability to further ramp up iPhone production and exports.
However, analysts note that factories in India have ramped up assembly of both iPhone Pro and Pro Max models, and the workforce preparedness too is now at a mature stage. “There have also been recent imports of structural components essential for iPhone 17, suggesting that Indian facilities are already testing out and preparing for the production of the next model,” Chaurasia said.
This could mean that, for the first time, Apple could be gearing up for simultaneous production of the iPhone 17 in both China and India, despite all geopolitical barriers, an executive from the electronics manufacturing sector said.