India’s smartphone exports increased by 39% year-on-year to Rs. 13,580 crore (US$ 1.53 billion) in August 2025, with exports to the United States (US) increasing twofold to Rs. 8,565 crore (US$ 965 million) from Rs. 3,444 crore (US$ 388 million) the previous year, as reported by the India Cellular and Electronics Association (ICEA), representing Apple India. The trade organization rejected a study from research firm GTRI indicating a slowdown, explaining that a brief decline in iPhone exports to the US showcases seasonal influences instead of decreased demand. ICEA emphasized that exports usually decline in August and early September as international purchasers anticipate new model releases and producers ready their plants for enhanced production lines. ICEA stated that throughout this time, firms modify facilities to accommodate future models, leading to decreased production and, as a result, lower exports. Production is directed towards the local market to satisfy the increase in demand during the festive season in September and early October. This trend, noted regularly over the last five years, guarantees supply preparedness for both new models and India's peak consumption season
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