Apple’s Big India Moment
In a landmark announcement that underscores India’s growing importance in the global tech ecosystem, Apple Inc. revealed that it has achieved record revenue in India during the fiscal year 2025.
CEO Tim Cook hailed India as “one of Apple’s most exciting and dynamic markets,” calling it a “historic growth milestone” for the company’s Asia-Pacific operations.
Speaking during Apple’s quarterly earnings call, Cook said:
“India continues to be a bright spot for us. We’ve seen double-digit growth across every product category, from iPhones to Macs, and a remarkable response to our retail expansion in Mumbai and Delhi.”
💰 Breaking Down the Numbers
While Apple did not disclose exact figures, market analysts estimate that Apple’s India revenue for 2025 has crossed $9 billion, marking a 35% year-over-year growth — the highest in its history in the country.
The surge was driven by:
Record iPhone sales, particularly for the iPhone 15 and 15 Pro series.
Growing adoption of MacBooks and iPads in urban centers and among professionals.
Expansion of Apple’s own retail stores in Mumbai (BKC) and Delhi (Saket).
Strong performance of Apple’s services segment — including iCloud, Apple Music, and App Store purchases.
According to research firm Counterpoint, Apple now commands nearly 6% of India’s smartphone market share — a historic high for the company in a price-sensitive market long dominated by brands like Samsung and Xiaomi.
🏭 “Made in India” Momentum Grows
Apple’s record performance is closely tied to its manufacturing expansion in India, aligning with the Indian government’s Make in India and PLI (Production Linked Incentive) initiatives.
Today, more than 75% of iPhones sold in India are locally assembled, primarily by Foxconn, Pegatron, and Wistron in Tamil Nadu and Karnataka.
“Apple’s India strategy is no longer just about sales — it’s about long-term presence, supply chain diversification, and manufacturing self-reliance,” said Tarun Pathak, Director at Counterpoint Research.
The company has also started exporting “Made in India” iPhones to Europe and the Middle East — a development hailed by India’s Ministry of Electronics & IT as a “game-changer in global electronics manufacturing.”
🛍️ The Retail Revolution: Connecting Directly with Indian Consumers
Apple’s new retail stores — Apple BKC (Mumbai) and Apple Saket (Delhi) — have become not just sales hubs but cultural landmarks.
Each store reflects Indian architecture and craftsmanship, featuring locally sourced materials and artwork. Apple has also launched localized customer support in Hindi and regional languages, boosting engagement across demographics.
“It’s not just about selling devices — it’s about creating experiences,” said Deirdre O’Brien, Apple’s Senior VP of Retail. “India has embraced the Apple ecosystem like never before.”
Customer data shows that Apple’s “switcher rate” — users migrating from Android to iOS — has jumped by 40% year-on-year, driven by improved trade-in options and financing partnerships with Indian banks.
📈 Why Apple’s India Success Matters
For years, Apple struggled to penetrate the Indian market due to high import duties and limited retail presence. But with local assembly, online stores, and regionally priced financing, the tide has turned.
India now stands as Apple’s fifth-largest market globally, trailing only the U.S., China, Japan, and the UK. Analysts predict that by 2027, India could overtake Japan in Apple’s global revenue rankings.
“India is not a secondary market anymore — it’s the next China in Apple’s playbook,” said Dan Ives, Analyst at Wedbush Securities.
🌍 Global Context: Apple’s Shift Amid China Challenges
Apple’s success in India also comes amid geopolitical and supply chain challenges in China. As the company diversifies its production base, India has emerged as a strategic alternative, ensuring business continuity and reducing dependence on a single region.
Tim Cook emphasized this shift, stating:
“We see India as not just a market, but a manufacturing hub and innovation partner. The potential here is extraordinary.”
🧩 Conclusion
Apple’s record-breaking performance in India is more than a financial win — it’s a strategic realignment of the global tech map. With Tim Cook betting big on Indian manufacturing, retail, and innovation, Apple has positioned India as its new growth powerhouse.
As Cook put it best:
“India’s energy, creativity, and ambition inspire us every day. The future of Apple in India has only just begun.”
