India-made Smartphone Shipments Rise 8% In 2025 As Exports Soar

• 28 Apr 2026
• TM Team
• 0 Comments

Shipments of smartphones manufactured in India rose 8 per cent year-on-year (YoY) in 2025, largely supported by an increase in exports that are fast becoming the backbone of the country’s electronics manufacturing push, according to industry data released on Thursday.

Exports of ‘Made in India’ smartphones jumped 28 per cent from a year earlier and accounted for nearly one-third of total units produced in the country, data from Counterpoint Research showed. Domestic sell-in grew a more modest 1 per cent over the same period.

Foxconn Production Grows

Foxconn Hon Hai, a key supplier to Apple, recorded a 40 per cent rise in overall production, with exports growing 48 per cent YoY on the back of strong iPhone shipments. Tata Electronics, another Apple assembler, also contributed to the export-led growth, while Samsung’s in-house manufacturing posted a 4 per cent increase in export volumes.

India’s electronics exports climbed to become the country’s third-largest export category in the financial year ended 31 March 2025, largely driven by smartphones, and are on track to move into second place in FY26, Counterpoint said.

“Exports are becoming increasingly central not only for India-based smartphone EMS players but also for the country’s broader export strategy,” Tarun Pathak, Research Director at Counterpoint, said. 

He added that recent policy measures, including reforms to special economic zones, budgetary support and relaxed foreign investment rules, underline the government’s focus on the sector.

However, he cautioned that near-term risks such as potential logistics disruptions from geopolitical conflicts and rising memory prices could weigh on demand.

Dixon Leads EMS Race

Among contract manufacturers, Dixon Technologies emerged as the largest player in 2025, posting an 89 per cent jump in production volumes, supported by rising orders from Motorola, realme and Xiaomi. Foxconn retained a strong position due to Apple-linked volumes.

Bhagwati Products Limited entered the top five smartphone manufacturers in India for the first time, aided by increased outsourcing from vivo, OPPO and realme as brands look to diversify manufacturing beyond their in-house facilities.

“Domestic EMS players are expanding even as the first phase of the production-linked incentive scheme nears completion,” said Prachir Singh, Senior Research Analyst at Counterpoint. He said exports and premiumisation in the domestic market have supported growth, but warned that higher memory costs and a projected decline in overall smartphone demand this year could pressure revenues.

Faster approvals for joint ventures under India’s foreign investment rules and potential tweaks to the incentive scheme to sustain export momentum will be key to cementing India’s role as a global smartphone manufacturing hub, Counterpoint said.