Apple has recorded its first decline in iPhone shipments in India in more than four years, according to a new market report. The report has revealed that iPhone shipments fell by 3% year-on-year in the April to June quarter, a sharp reversal from the start of the year, when growth was 12%. Apple previously described 2025 as one of its strongest calendar years.
The decline is mainly linked to a shortage of memory chips, which has affected Apple's supply of new devices. Tim Cook described the supply disruption as a ‘hundred-year flood,’ calling it one of the biggest challenges he has seen during his decades at Apple. Analysts say customer demand remains steady, but the company has not been able to ship enough phones.
In the second quarter, India's overall smartphone market shrank 10% year-on-year. Analysts have mentioned it as one of the steepest declines in the last six years. In that context, Apple’s 3% decline seems minimal.
Apple’s decline in shipments doesn’t mean all the brands have faced a similar fate. For example, Samsung’s shipments have grown by 2% in Q2 of 2026. However, the fastest-growing smartphone brand in India seems to be Nothing, with a 105% growth in Q2 of 2026.
Xiaomi, however, has struggled with its continuously rising prices in the Indian market. Its wider range of devices helped it gain popularity, but higher prices have made competition more challenging.
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The latest shipment drop does not mean people have stopped buying iPhones. It mainly shows that higher component costs and supply issues are making it harder for Apple to keep enough stock in the market.
If memory chip prices stay high, Apple may change how it manages its inventory in India. The company could also review its pricing strategy for future models. Even so, India remains one of Apple's key markets, and the company is expected to keep investing in the country as demand continues to grow.