• Source:JND
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India is no longer a side market for Apple. It’s becoming one of Apple’s strongest growth engines, both in sales and in manufacturing scale. That reality showed up clearly in Apple’s latest financials. As global revenue grew 8% to $102.5 billion in the September quarter, Apple set an all-time revenue record in India — powered by the new iPhone 17 series and continued momentum from the iPhone 16 lineup. Tim Cook isn’t hiding his optimism either. He’s calling this the best lineup heading into the Christmas and New Year cycle, and the company expects the holiday quarter to be massive.

India’s growing role in Apple’s global strategy

Tim Cook praised India directly, saying India was one of the markets that drove all-time record revenues. Apple also set a September quarter revenue record across emerging markets — again, with India standing out.

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Cook linked the surge to something very tangible: Apple’s expanding retail presence.

He pointed out that Apple has opened new stores in multiple emerging regions, including India and the UAE, along with new US and China locations.

Demand triggered by the new iPhone lineup

Cook said the new iPhone 17 series has received a “tremendous response”. Apple CFO Kevan Parekh added that iPhone revenue alone grew 6% YoY to $49 billion—driven largely by the iPhone 16 family and then the 17 ramp.

Apple recorded September quarter revenue records in dozens of markets, including:

- US and Canada

- Japan and Korea

- Middle East

- Latin America

- South Asia

- Western Europe

And again — India was at the top of that list.

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Installed base surge and upgrades

Apple confirmed the iPhone active installed base is at an all-time high. It also set a new September quarter record for upgrades.

This matters because it means Apple isn’t just selling new units. It’s strengthening repeat buyers. India is becoming a strong part of this cycle.

Expansion in India is not slowing down

Apple has already said it won’t slow India expansion — retail or manufacturing — despite geopolitical friction between Delhi and Washington. iPhone production in India continues to scale, and retail presence continues to expand.

India is now front-row, not back-bench, in Apple’s global growth story.

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