India’s smartphone exports surge 39% in August 2025, while United States (US) shipments double despite reports of a slowdown

India’s smartphone exports surged 39% YoY to Rs. 13,580 crore (US$ 1.53 billion) in August 2025, with shipments to the United States (US) doubling to Rs. 8,565 crore (US$ 965 million) from Rs. 3,444 crore (US$ 388 million) a year earlier, according to the India Cellular and Electronics Association (ICEA), which represents Apple India. The industry body dismissed a report by trade research firm GTRI suggesting a slowdown, clarifying that a temporary dip in US-bound iPhone exports reflects seasonal factors rather than weakening demand. ICEA highlighted that exports typically soften in August and early September as global buyers await new model launches and manufacturers prepare facilities for upgraded production lines.
ICEA explained that during this period, companies retrofit plants to handle upcoming models, which reduces output and consequently exports. Production is also channelled to the domestic market to meet the surge in festive-season demand through September and early October. This pattern, observed consistently over the past five years, ensures supply readiness for both new models and India’s peak consumption period.

Disclaimer: This information has been collected through secondary research and IBEF is not responsible for any errors in the same.