对美iPhone出货激增 上半年印度智能手机出口量增长30%

Core Insights - Counterpoint Research reports a significant increase in India's smartphone exports, projected to grow by 30% year-on-year in the first half of 2025, reaching 40 million units, primarily driven by a surge in iPhone shipments to the U.S. [1] - The U.S. is expected to remain the top destination for Indian smartphone exports, accounting for 54% of total shipments in the first half of 2025, up from 30% in the same period of 2024 [1] - Apple's exports from India are anticipated to exceed 20 million units for the first time in the first half of 2025, reflecting a 53% year-on-year increase [1] Export Dynamics - iPhone models dominate the export rankings, with iPhone 16 leading at 18% of total smartphone exports, followed by iPhone 15 and iPhone 16e [2] - Samsung's smartphone exports from India saw a slight increase of 1%, with over 60% directed to Western European markets, while exports to the U.S. surged by 268% [2] - Motorola experienced a remarkable 700% year-on-year growth in exports, surpassing 1 million units, with 95% of its shipments going to the U.S. [2] Manufacturing and Policy Impact - Nearly 99% of smartphones sold in India are locally produced, showcasing the country's growing manufacturing capabilities supported by government initiatives like the Production-Linked Incentive (PLI) scheme [3] - Future growth in India's smartphone exports is expected, bolstered by major brands' expansion and government support, despite potential uncertainties from new U.S. tariffs on Indian goods [3] - The temporary exemption of smartphones and electronics from tariffs indicates a need for manufacturers to remain adaptable to changing trade policies [3]