India Records $2.5 Billion in Apple Component Exports to China in FY26

India has recorded a rise in Electronics Component Shipments to China, led by Apple’s suppliers, as per The Economic Times Report.  

Exports of components and sub-assemblies have reached $2.5 billion so far in FY26. This marks a departure from the earlier trend where India largely depended on Chinese imports for such parts. 

Contribution to Overall Trade 

Electronics exports are expected to reach $3.5 billion for the full year, with $2.8 billion already achieved by January.  

In comparison, exports stood at around $920 million in FY25. With this increase, India’s total exports to China are projected to cross $18 billion in FY26, up from $14.25 billion in the previous year. 

Policy Support and Manufacturing Base 

The increase follows the rollout of the Electronics Component Manufacturing Scheme (ECMS) and the earlier smartphone production-linked incentive (PLI) scheme.  

These programmes supported expansion of local manufacturing capacity and supplier networks. Industry inputs indicate that the rise in exports is largely linked to Apple’s production ecosystem in India. 

Scale of Apple’s Production 

Over 5 years under the PLI scheme, Apple produced iPhones worth $70 billion in India. Of this, $51 billion, or about 73%, was exported, mainly to the United States.  

This scale of production contributed to the development of component manufacturing capacity within the country. 

Nature of Components Exported 

The exported items include printed circuit board assemblies (PCBAs), housings, mechanical parts, flex PCBAs, and conductive graphite buttons.  

These shipments fall under 3 customs classification categories and have gained pace since April 2025.  

Companies such as Foxconn, Tata Electronics, Pegatron, Motherson, Salcomp and Yuzhan Technology are among the contributors. 

Read More: RBI Relaxes Branch Expansion Norms for NBFCs Under New Guidelines! 

Conclusion 

The data indicates a change in India’s position within the electronics supply chain, with component exports to China becoming more visible in overall trade figures. 

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