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

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.

India is likely to reach $3.5 billion of electronics exports to China in FY26 with $2.8 billion already achieved till January, industry executives said. In FY25, electronics exports to China were around $920 million and before that, the amount was negligible. As FY26 data on other sectors start coming in, India’s total exports to China are expected to cross $18 billion.