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Apple's iPhone exports from India reached nearly $6 billion in the six months through September, representing a 33% increase compared to the same period last year, according to Bloomberg. The growth puts Apple on track to exceed its fiscal 2024 export target of $10 billion from the region.

apple-india.jpg

The increase in exports is a result of Apple's expanding manufacturing network in India, where the company has benefited from local subsidies, skilled labor, and improving technological infrastructure. Apple's three key iPhone suppliers in the country are Foxconn, Pegatron, and Tata Electronics.

Foxconn's Chennai-based unit leads production and accounts for half of India's iPhone exports. Tata Electronics, which acquired Wistron's manufacturing facility last year, exported approximately $1.7 billion in iPhones from its Karnataka factory between April and September.

The growth in iPhone manufacturing has significantly impacted India's export economy, according to the report. Smartphones have become the country's top export to the United States, and reached $2.88 billion in the first five months of the fiscal year – a dramatic increase from just $5.2 million in annual smartphone exports to the US five years ago.

Apple has since deepened its commitment to Indian manufacturing, producing iPhone 15 Pro models in the country. Apple has also expanded its retail presence by opening stores in Mumbai and New Delhi, which contributed to record annual revenue of $8 billion in India through March.

Apple's manufacturing expansion in India underlines Apple's strategy to diversify its supply chain and reduce its dependence on China, where geopolitical tensions with the US and economic challenges remain. That said, China remains Apple's primary manufacturing hub, and the company has also significantly expanded its research and development capabilities in what is the world's largest smartphone market.

Article Link: iPhone Exports From India Surge 33% as Apple Reduces China Reliance
 
Great news after the not so good Apple's expanded Chinese research and development capabilities, mentioned in the article.

Why?
  • China's decade(s) long manufacturing hegemony
  • the ever present need for risk diversification in manufacturing or here, more accurately, assembly
  • I won’t even get into the whole "situation with/in China"

It’s not as if everything is sunshine and rainbows in India either, but still—great news!
 
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Diversification with different countries and suppliers helps to keep the supply chain flowing if there is a problem in one geographic area.
It's possible this is more than Apple diversifiying away from China in case of supply chain problems there. It could be that Apple's also worried their iPhones -- which still generates half of Apple's revenue -- could get hit with 60 percent or higher tariffs if someone becomes President.
 
It's possible this is more than Apple diversifiying away from China in case of supply chain problems there. It could be that Apple's also worried their iPhones -- which still generates half of Apple's revenue -- could get hit with 60 percent or higher tariffs if someone becomes President.
trump also called out on india for tariffs ironically, so if apple decided to dodge trump's trade war india is probably not the best place for a plan b.
 
Congrats Tim Apple, for moving some production from one heavily polluting cesspool to another. But hey, at least you've removed the charging brick and headphones from the iPhone box to help "save the planet". 🙄
#courage

great.. moving from one authoritarian to another authoritarian

Ok so serious question, whose backyard do we build the heavily polluting toxic industry in? Until we can build stuff on the moon we are always going to have that problem. And then we’ll just be polluting the moon.
 
It's possible this is more than Apple diversifiying away from China in case of supply chain problems there. It could be that Apple's also worried their iPhones -- which still generates half of Apple's revenue -- could get hit with 60 percent or higher tariffs if someone becomes President.
Tariffs wouldn’t be good and should be “left” alone.
 
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pro and pro max are still made in china. its the 14,14 plus, 15 , 15 plus and 16/plus are made in india
Foxconn is already assembling the 16 Pro and 16 Pro Max in India


In a move to diversify its manufacturing operations, Apple Inc is set to commence production of its high-end iPhone 16 Pro and Pro Max models in India, a year after introducing India-made iPhone 15 models.

This marks the first time premium iPhone 16 Pro and Pro Max devices will be assembled outside China.
 
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