
Apple has sharply expanded its supply chain in India to nearly 45 companies, bringing in local manufacturers and sub-assembly partners. These firms, including Tata Electronics, Aequs, Jabil, Microplastics, ATL, Salcomp, Foxlink, Motherson, Bharat Forge, Wipro PARI, and Hindalco, have created around 350,000 jobs, with 120,000 of them direct, according to officials.
In addition, firms like Avary, SFO Technologies, Titan Engineering & Automation, and VVDN have joined Apple’s network. Many are expected to apply for the government’s upcoming PLI scheme for component manufacturing.
Apple’s deepening Indian presence comes as the company shifts away from Chinese suppliers following the 2020 border clashes in Ladakh. The Cupertino giant has focused on non-Chinese firms and joint ventures to build a more resilient ecosystem, ensuring technology transfer and skill development.
Today, one in five iPhones are made in India, with the local ecosystem producing $45 billion worth of devices between FY22 and FY25, of which 76% ($34 billion) were exported. Smartphone exports, led by iPhones, are now India’s top export category, rising from 167th rank in 2014-15.
India’s domestic value addition (DVA) in smartphones has reached 19% this year, compared with China’s 40–45%. Officials view Apple’s growing ecosystem as a milestone, given policy constraints like Press Note 3 of 2020, which requires prior approval for investments from border-sharing countries.
Amid global geopolitical tensions, Apple continues to ramp up iPhone exports from India, positioning the country as a rising manufacturing and export hub.
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