2025年,苹果公司从印度的iPhone出口达到230亿美元,在刺激和美国对中国商品征收关税的驱动下,智能手机成为印度最大的出口产品。 In 2025, Apple’s iPhone exports from India hit $23 billion, making smartphones India’s top export, driven by incentives and U.S. tariffs on Chinese goods.

2025年,苹果公司来自印度的iPhone出口达到230亿美元,首次使智能手机成为印度最高出口类别,超过了汽车柴油。 In 2025, Apple's iPhone exports from India reached $23 billion, making smartphones the country’s top export category for the first time, surpassing automotive diesel. 智能手机出口总额达301.3亿美元,比2024年增长47%,苹果占76%。 Total smartphone exports hit $30.13 billion, a 47% rise from 2024, with Apple accounting for 76%. 印度与生产挂钩的激励机制、苹果公司与印度Tata等印度伙伴扩大本地制造业,以及美国对中国电子产品征收的关税,推动了增长。 Growth was driven by India’s production-linked incentive (PLI) scheme, Apple’s expanded local manufacturing with Indian partners like Tata, and U.S. tariffs on Chinese electronics. 苹果公司在印度经营五个iPhone工厂,由近45家公司组成的供应链提供支持。 Apple operates five iPhone factories in India, supported by a supply chain of nearly 45 companies. 然而,美国最高法院裁决取消芬太尼关税可能会消除印度的关税优势,因为中国电子产品很快就可以免税进入美国。 However, a U.S. Supreme Court ruling invalidating the fentanyl tariffs may eliminate India’s duty advantage, as Chinese electronics could soon enter the U.S. duty-free. 印度在电子制造业中仍然面临着11-14%的成本劣势,而2026年3月结束的PLI计划引起了对维持出口势头的关切。 India still faces an 11–14% cost disadvantage in electronics manufacturing, and the PLI scheme ends in March 2026, raising concerns about sustaining export momentum.