Apple posts record India growth, more stores coming.
According to Counterpoint Research Director Tarun Pathak, Apple continues to demonstrate impressive momentum in India, having achieved yet another record-breaking revenue quarter. The tech giant saw double-digit growth, reflecting its strengthening position in one of the world’s fastest-growing smartphone markets. Pathak highlighted that Apple’s strategic focus on expanding its retail presence, along with strong demand for premium devices and financing options, has played a key role in driving this sustained growth. He also noted that Apple’s brand appeal and ecosystem are resonating more deeply with Indian consumers than ever before.
Apple Clocks Record Growth in India, Expands Retail Footprint: Tim Cook
Cupertino: Apple CEO Tim Cook has announced that the tech giant achieved record-breaking revenue in the June quarter across more than two dozen countries and regions—including India—highlighting the company’s accelerating global momentum. Driven by strong double-digit growth in its key product segments—iPhone, Mac, and Services—Apple’s performance in emerging markets stood out as a major growth engine.
“We saw an acceleration of growth around the world in the vast majority of markets we track,” Cook told analysts during the company’s earnings call.
India has become one of Apple’s fastest-growing and most strategic markets, not just in terms of sales, but also in manufacturing and retail presence. Cook emphasized the importance of the Indian market during the earnings call, noting Apple’s continuous investment and expansion efforts in the region.
India: A Key Growth Engine
“iPhone captured 7 per cent of the total smartphone shipment volume and a massive 23 per cent of the revenue share in India during the quarter,” Pathak noted.
now carry a ‘Country of Origin’ tag that reads ‘India,’ signifying a major shift in Apple’s supply chain diversification efforts.
In fact, Apple’s manufacturing footprint in India has expanded so much that, according to Counterpoint Research, India’s contribution to total U.S. iPhone shipments surged to 71 per cent in Q2 of this year—up from just 31 per cent during the same period in 2024. This represents a remarkable leap in just 12 months. However, Pathak cautioned that such figures should not be used to forecast future quarters, as multiple factors including policy changes and tariffs could influence upcoming performance.
Mac and Services Thrive
Mac revenues rose by 15 per cent year-over-year in the June quarter, signaling strong demand despite global headwinds in the personal computing market. Meanwhile, Apple’s Services division—comprising offerings like Apple Music, iCloud, App Store, and Apple TV+—continued to shine.
user engagement and expanding paid subscriptions.
Retail Push in India and the Middle East
As Apple rides this wave of momentum, the company is also doubling down on retail expansion in key markets. Cook confirmed the recent launch of the Apple Online Store in Saudi Arabia and announced plans to open new brick-and-mortar Apple Stores in the UAE and India later this year.
This follows the opening of Apple’s first two official retail stores in India—Mumbai and Delhi—earlier in 2025, which were met with enthusiastic consumer response. The expansion is part of Apple’s broader strategy to bring its premium retail experience closer to Indian consumers, many of whom are buying Apple products for the first time.
Looking Ahead
Apple’s growth story in India is no longer just about selling smartphones; it now includes building a robust ecosystem of services, manufacturing, retail, and after-sales support. The synergy of these factors is creating a loyal and growing user base in the country.
While Apple remains cautious about projecting future performance, the June quarter results clearly show that the company’s long-term bet on India is paying off. As more users enter the Apple ecosystem through iPhones, Macs, and Services, and with a retail footprint set to grow, India is poised to remain a cornerstone of Apple’s global growth strategy.
And with Apple’s increasing commitment to local manufacturing and job creation, India is not just a market for Apple anymore—it’s becoming a vital hub in the company’s global operations.