India’s electronics sector is witnessing a paradigm shift, transitioning from an importer to a key exporter in major markets. According to recent industry data, Apple’s suppliers have exported components and sub-assemblies worth $2.5 billion to China in the fiscal year 2025-26. This record-breaking feat highlights the early success of the Indian government’s Electronics Component Manufacturing Scheme (ECMS), positioning India as a formidable player in the global supply chain.

A Historic Shift in Trade Dynamics
The traditional reliance on China for mobile parts is rapidly diminishing. Projections suggest that India’s total electronics exports to China could hit $3.5 billion by the end of FY26, with $2.8 billion already recorded by January. This is a massive jump from the $920 million exported in FY25, showcasing India’s growing manufacturing prowess and the increasing acceptance of Indian-made high-tech components in international markets.

The Role of Apple and PLI Schemes
The establishment of a robust manufacturing ecosystem by Apple in India has been the primary driver of this growth. Companies like Tata Electronics, Foxconn, and Pegatron are leading the charge by exporting essential parts such as PCBAs, mobile bodies, and flex parts. With nearly 73% of the $70 billion worth of iPhones produced in India over the last five years being exported, the government is now aiming to capture 30-35% of the global mobile production market.

At a Glance

Apple suppliers exported $2.5 billion worth of components to China in FY26.

India’s total electronics exports to China are projected to reach $3.5 billion this year.

Key players include Tata Electronics, Foxconn, Pegatron, and Motherson.

Government PLI and ECMS schemes have been instrumental in this manufacturing boom.