{"id":696838,"date":"2026-04-01T08:29:24","date_gmt":"2026-04-01T08:29:24","guid":{"rendered":"https:\/\/www.europesays.com\/us\/696838\/"},"modified":"2026-04-01T08:29:24","modified_gmt":"2026-04-01T08:29:24","slug":"apple-less-exposed-as-iran-war-threatens-indias-smartphone-exports","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/696838\/","title":{"rendered":"Apple less exposed as Iran war threatens India\u2019s smartphone exports"},"content":{"rendered":"

\t\"Apple<\/p>\n

Nikkei Asia<\/a> reports that while Apple is less exposed to potential export disruptions out of India, shipments that rely on Middle East trade hubs could face significant declines in the coming weeks. Here are the details.<\/p>\n

Apple better prepared to handle disruptions<\/p>\n

Over the past year, India has emerged as one of Apples main alternatives<\/a> to China when it comes to the company\u2019s effort to diversify its manufacturing footprint.<\/p>\n

This timing also coincided with the Indian government\u2019s own efforts<\/a> to position the country as a global manufacturing hub, which for the smartphone market translated to a surge in exports as global brands ramped up local assembly and overseas shipments.<\/p>\n

According to NikkeiAsia, official data from India shows that the country \u201cexported about $11 billion worth of mobile phones in the first half of the fiscal year that began in April 2025, up about 55% from a year earlier.\u201d<\/p>\n

However, it seems that the war in Iran is about to disrupt this momentum. Here\u2019s Nikkei Asia<\/a>:<\/p>\n

\n

\u201c[\u2026]analysts warn that smartphone exports could decline in the coming weeks, particularly in channels that depend on regional trade hubs, including the United Arab Emirates. Some added that shipments led by small- and mid-sized traders were more affected than those from large-scale, organized exports by global brands.<\/p>\n<\/blockquote>\n

According to the report<\/a>, Apple is one such large brand less exposed to these disruptions by rerouting shipments.<\/p>\n

Still, the chaos in the region could significantly slow down of smartphone exports from India \u201cby 22% to 25% in the coming weeks if the crisis escalates,\u201d per the report.<\/p>\n

The report also stresses one silver lining: while this tension has been disrupting shipments, it doesn\u2019t seem to have affected demand as of yet.<\/p>\n

Here\u2019s Nikkei Asia<\/a> again:<\/p>\n

\n

\u201cSo far, the impact has been more on logistics, while demand remains relatively resilient,\u201d said Ahmed Shehab, a Dubai-based researcher at Counterpoint. He added that companies are temporarily shifting away from hubs such as Dubai and Doha and using more direct routes.<\/p>\n<\/blockquote>\n

Be that as it may, as long as disruptions to key Middle East hubs persist, export flows are expected to remain volatile in the coming weeks.<\/p>\n

Whether further escalation will end up affecting demand as well remains to be seen.<\/p>\n

To read Nikkei Asia\u2019s report, follow this link<\/a>.<\/p>\n

Worth checking out on Amazon<\/p>\n

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