Fueled by tariff fears and local expansion, Apple’s iPhone output in India soars past expectations, despite a slight May dip from earlier peaks. iPhones worth over ₹150 billion were produced in May 2025.
Apple’s iPhone production in India saw a slight dip in May, yet continued to perform well above last year’s monthly average, according to data cited by The Economic Times.
iPhones worth over ₹150 billion were produced in May, a drop from April’s ₹166 billion and March’s unprecedented ₹196.3 billion. Despite the decline, output is still significantly higher than the ₹100–₹110 billion average recorded in early 2024.
The March production spike was driven by Apple’s effort to front-load shipments to the US, in anticipation of a 25 per cent import tariff once planned for April by the US President Donald Trump. The tariff threat has since been postponed to July.
So far in 2025, India has produced iPhones worth ₹840 billion, setting the pace for what may be a record-breaking year. Analysts predict monthly production will continue at around ₹15,000 crore through the rest of the year.
Apple’s Indian manufacturing is led by Foxconn and Tata Electronics. Tata now accounts for 35 per cent of local output after acquiring Wistron’s Karnataka plant in 2023, while Foxconn maintains a 65 per cent share. Tata further strengthened its position with a 60 per cent stake in Pegatron’s India unit earlier this year.
In 2024, India’s iPhone output reached ₹1.38 trillion, with Foxconn contributing ₹900 billion and Tata ₹480 billion. Around ₹840 billion worth of devices were sold within the country.
Both companies have benefited from India’s production-linked incentive (PLI) scheme. Foxconn received ₹28.07 billion in benefits, while Tata secured ₹20.68 billion between FY23 and FY25.
Apple’s presence in India continues to grow. Foxconn has begun phased manufacturing at a new Bengaluru plant, while Tata is building a new facility in Hosur.
Despite the progress, uncertainties remain. Trump has again urged Apple to shift US-bound production back home, threatening fresh tariffs. Industry insiders believe India may still supply a majority of iPhones to the US by year-end.
Domestic iPhone shipments in India are also expected to rise 15 per cent this year, following 11 million units sold in 2024.
