India’s Apple component exports to China surge to record $2.5 billion under ECMS scheme

Apple’s vendors exported a record $2.5 billion of components and sub-assemblies to China in FY26 already, indicating early success of the government’s electronics component manufacturing scheme (ECMS) that was notified last year, said officials and industry executives. It also marked the start of a reversal trend of the traditional process of Chinese vendors exporting parts to India for cellphones and other electronic items.