India clocks Rs 4 lakh crore electronics exports in 2025 as iPhone shipments surge

India’s electronics exports crossed Rs 4 lakh crore in 2025 and are expected to rise further when four semiconductor plants begin commercial production this year, Union minister Ashwini Vaishnaw said on Monday.

According to official estimates, electronic production reached around Rs 11.3 lakh crore, while exports stood at about Rs 3.3 lakh crore in 2024–25.

“Electronics exports crossed Rs 4 lakh crore in 2025, creating jobs and bringing foreign exchange. Momentum will continue in 2026 as four semiconductor plants come into commercial production,” Vaishnaw said in a social media post.

The mobile phone industry currently dominates India’s electronics manufacturing sector. Industry estimates suggest that more than 25 lakh people are employed across the electronics ecosystem.

The minister shared a report stating that iPhone exports from India touched Rs 2.03 lakh crore in 2025, nearly double the Rs 1.1 lakh crore worth of shipments Apple recorded in the calendar year 2024.

According to industry body India Cellular and Electronics Association, mobile phone production in the country is expected to reach USD 75 billion (about Rs 6.76 lakh crore) by the end of the current fiscal year. This includes exports of more than USD 30 billion, or roughly Rs 2.7 lakh crore.

Mobile phones worth Rs 5.5 lakh crore were produced in India in 2024–25, while exports from the segment were estimated at around Rs 2 lakh crore.

Neil Shah, co-founder and vice-president for research at market research firm Counterpoint, said Apple has emerged as a “poster child” for India’s manufacturing push, particularly after expanding production following US tariffs on China.

“India will be touching almost 30 crore units of mobile phone production, and one in four smartphones produced in India will be exported in 2025,” Shah said.

“High ASP (average selling price) or premium US market is one of the largest export destinations driven by Apple, Samsung, and Motorola, also boosting the export value reaching highest ever,” he added.

According to the International Data Corporation’s Worldwide Quarterly Mobile Phone Tracker for the third quarter of 2025, Apple recorded its highest-ever quarterly domestic shipments of 50 lakh iPhones.

Apple leads both the premium smartphone segment, priced between Rs 53,000 and Rs 71,000, and the super-premium segment priced above Rs 71,000, driving growth in India’s smartphone market during the September quarter.