India’s smartphone export sector hit a historic milestone in September 2025, reaching an unprecedented $1.8 billion—doubling the $923 million recorded in the same month of 2024. This 100% year-on-year jump marks the highest monthly export figure ever achieved by India in the smartphone segment, underscoring the country’s rapid ascent as a global electronics manufacturing powerhouse.
Key Drivers of Growth
The explosive growth in exports stems from multiple factors:
- The government’s Production-Linked Incentive (PLI) scheme, launched in 2020, has played a pivotal role in spurring domestic manufacturing capacity and export readiness.
- Apple’s iPhone exports dominate the sector, contributing over $10 billion in exports in the first half of FY26, which accounts for 75% of total smartphone exports during this period.
- Major contract manufacturers such as Foxconn and Tata have significantly ramped up production in India, with Foxconn operating two factories and Tata three, including the new Hosur facility that began iPhone production in April 2025.
Export Trends and Global Impact
Smartphone exports for the first half of FY26 surged 60% to $13.5 billion, compared to $8.4 billion in the same period last year. India’s electronics exports overall also reached a record $22.2 billion, with smartphones comprising 61% of this total. The United States remains the largest export destination, accounting for nearly 70% of shipments by value, highlighting India’s growing role as a trusted supplier in advanced markets.
Industry Outlook
This milestone reflects India’s transformation from an importer to a manufacturing hub capable of meeting global demand. The steady rise in smartphone exports has also led to significant job creation within India’s electronics ecosystem. Industry experts predict continued growth fueled by expanding manufacturing capabilities an
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