Apple’s India growth gets a Mac lift as supply constraints loom

Apple reported strong double-digit India revenue growth in the June quarter, helped by rising Mac demand and stable iPhone pricing. But component shortages could tighten iPhone, Mac and iPad availability in the September quarter, alongside foreign-exchange pressure.

— Filed Fri, 31 Jul, 2026, 08:00 IST · Source Mint · Updated

Apple reported strong double-digit India revenue growth, led by Mac demand, while iPhone shipments to Indian retailers faced component shortages. Stable iPhone pricing supported demand, but Apple expects worsening supply constraints and foreign-exchange headwinds to affect iPhone, Mac and iPad availability in September.

Why this matters

The update follows iPhone-led India smartphone exports rising 23% to $9.8B in the June quarter and estimates that iPhone 18 Pro Max could exceed ₹1.5 lakh, underscoring demand and pricing pressure.

Retail-company signals are accelerating, up 255360% QoQ.

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