Скачать или смотреть Apple’s Big Shift to India: Inside the $22 Billion Manufacturing Boom

Welcome back to Bharat Macro.
In today’s video, we break down the explosive expansion of Apple’s manufacturing ecosystem in India, a shift that is transforming global supply chains and solidifying India’s position as a major electronics power.

Over the last two years, Apple has built a massive domestic supplier network spanning eight states and more than 40 component and subassembly suppliers. These suppliers now feed both India-based assemblers and Apple’s global export pipeline.

According to the latest data, iPhone production in India has touched USD 22 billion in FY25, with a large share exported to global markets. Production is projected to rise to USD 25 billion, making India one of Apple’s fastest-growing manufacturing bases.

However, the story has another side.
Despite the surge, domestic value addition is only 18%, still below the government's expectations under the Production Linked Incentive (PLI) scheme. This raises important questions about how quickly India can move up the value chain—from assembly to deeper component manufacturing.

What you will learn in this video:
• How Apple expanded operations into eight Indian states
• Why more than 40 suppliers were added in just two years
• Breakdown of India’s USD 22B iPhone output
• Export surge and India’s rising role in global supply chains
• Opportunities and challenges in domestic value addition
• What needs to improve for India to become a true electronics hub
• How this shift affects China, Southeast Asia, and global manufacturing trends

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