India’s smartphone exports hit new highs in August 2025, surging 39% year-on-year to $1.53 billion, with shipments to the United States (its largest market) nearly tripling compared to last year. This boom marks India as the world’s third-largest mobile exporter, reaffirming the success of government policies and the growing appeal of “Made in India” electronics.
Key Export Highlights
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Overall Exports: August 2025 exports rose from $1.09 billion (August 2024) to $1.53 billion.
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US Market: Shipments to the US rose from $388 million to $965 million. a 148% year-on-year jump. For April–August FY26, exports to the US reached $8.43 billion, comprising nearly 80% of FY25's full-year total.
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Long-Term Growth: In 2018, India exported just $0.2 billion in phones. By 2025, annual exports will have hit $24.1 billion, a 119-fold increase, putting India ahead of Vietnam in mobile phone exports.
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Major Drivers: Apple continues to lead, with Indian-assembled iPhone exports growing 21.5% YoY in H1 2025. Samsung and domestic brands have also expanded capacity and overseas shipments.
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Policy Success: Production Linked Incentive (PLI) scheme and Make in India policies spurred large-scale manufacturing, attracting global brands (Apple, Foxconn, Samsung, Tata).
What’s Behind the Boom?
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Trade Diversification: Global supply chain shifts, especially Apple’s move to diversify away from China, have pushed more manufacturing to India.
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Government Push: Tariff management, strategic incentives, and export infrastructure investments helped manufacturers scale up quickly.
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Seasonal Trends: August and September usually see a temporary drop in US-bound iPhone exports due to new model launches and plant upgrades, but underlying demand remains strong.
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Festive Demand: Domestic and export production is ramped up ahead of India’s festive season (September–October), ensuring sufficient supply both locally and globally.
Top Export Markets and Global Standing
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Top Export Markets: The US leads, followed by Europe and the Middle East. India recently surpassed China as the top smartphone supplier to the US in Q2 2025.
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Global Standing: India is now:
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3rd-largest exporter of smartphones globally ($24.1B, FY25)
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On track to surpass Vietnam by the end of 2025
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Summary:
India’s smartphone exports are surging, up 39% year-over-year, with exports to the US more than doubling. Policy reforms, Apple/Samsung’s strategic shifts, and booming festive demand ensure India is a global powerhouse, with further growth expected in 2026.
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