India's mobile phone manufacturing sector is witnessing a significant surge, primarily driven by the government's Production-Linked Incentive (PLI) scheme and major global brands shifting production. The data for the first half of the fiscal year 2025-26 (FY26) highlights this robust growth:
India's Mobile Phone Export Performance (FY26):
September 2025 (Monthly)- $1.8 billion Over 95% (compared to Sept 2024) Exceptionally strong performance despite September being a traditionally low export month.
FY26 (April–September) $13.5 billion Over 60% (compared to the same period in FY25) Confirms India's expanding role as a global manufacturing hub.Also Read: Minister Santosh Lad Responds to Kiran Mazumdar-Shaw’s Tweet on Road Potholes and Garbage
Role of the United States (US)
The US has emerged as the single largest market and the primary driver of India's mobile export growth, especially for premium smartphones.
US Contribution to Total Exports: The US accounted for an estimated 70% of India's total mobile phone exports during the April–September 2025 period.
Massive Growth: Exports to the US have surged by nearly 200%, rising from $3.1 billion in April–September 2024 to an estimated $9.4 billion in the same period in 2025.
Driving Force: This growth is largely led by Apple, whose contract manufacturers (like Foxconn and Tata Electronics) are significantly scaling up iPhone production in India to meet global, particularly US, customer demand.TRASE Block Heels Sandals For Women, Dusky Stylish & Comfortable Footwear
Future Projection
The industry estimates that the strong momentum will continue, projecting that India's mobile phone exports will reach approximately $35 billion in the full fiscal year FY2025-26, up from $24.1 billion in FY2024-25. This consolidates India's position as one of the world's leading smartphone manufacturing and export destinations