Assembling iPhones makes great headlines for India. Owning the supply chain is where the real power lies.
Apple assembled around 55 million iPhones in India in 2025, a 53% increase from 36 million units in 2024. The country now accounts for about a quarter of Apple's global iPhone output, according to a Bloomberg report.
The growth has strengthened India's position as an alternative manufacturing base to China.
While skeptics question whether snapping together foreign components delivers true high-tech independence, the government points to ₹3.25 lakh crore in tax collections and 12 lakh new jobs as proof that the PLI scheme is already paying off handsomely.
The debate intensified after a Bloomberg Opinion video questioned whether India should replicate China's manufacturing model. It highlighted India's dependence on imported components and the cost of government subsidies supporting phone production.
Union Electronics and IT Minister Ashwini Vaishnaw responded on X on October 27, defending the government's Production Linked Incentive (PLI) scheme for mobile manufacturing.
According to the figures he shared, the government had paid Rs 19,000 crore in incentives, while direct tax collections reached Rs 25,000 crore. The sector had also generated Rs 3 lakh crore in Goods and Services Tax (GST) collections.
Mobile PLI stats as follows:
Government incentive paid: Rs 19,000 Cr.
Direct tax collected: Rs 25,000 Cr.
GST collected: Rs 3,00,000 Cr.
Electronics manufacturing employs 25 Lakh people; mobile manufacturing alone employs 12 Lakh.
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Mobile PLI stats as follows: Government incentive paid: Rs 19,000 Cr. Direct tax collected: Rs 25,000 Cr.
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