Apple and India’s CCI: The Fight Over a $38 Billion Fine Formula

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Credits: Apple

India’s Competition Commission has been sitting on a completed antitrust investigation into Apple’s App Store since 2021. The fight this month is not over the underlying conduct but over how large a fine the regulator is allowed to calculate, a dispute paused in the Delhi High Court with no new order found since mid-July.

A presenter on stage at Apple Park.

India is also one of the countries where iPhone 18 Pro and iOS 27 both arrive this month, detailed in Apple’s September event recap, ahead of an iPhone Duo launch confirmed for October. The antitrust case below runs on an entirely separate track.

Key facts

ItemDetail
RegulatorCompetition Commission of India
Investigation opened2021
Alleged conductAbuse of dominant position via a mandatory in-app purchase system
Fine framework Apple is challengingGlobal turnover basis, under a 2024 Competition Act amendment
Reported maximum exposureUp to $38 billion
Delhi High Court orderCCI directed not to issue a final order before July 15, 2026
Latest known statusNo CCI order found dated after July 15, 2026
iOS 27 iPadOS 27
iOS 27 and iPadOS 27. Image: Apple

Why the number is $38 billion, and why Apple disputes the formula

India’s Competition Act was amended in 2024 to let the CCI calculate penalties on a company’s global turnover rather than only its India revenue. Applied to Apple’s full global revenue, that formula is reported to produce a maximum exposure of up to $38 billion. Apple has challenged the amendment itself in the Delhi High Court, arguing, per its own filings, that a fine calculated on global turnover for conduct confined to India would be disproportionate, arbitrary and unconstitutional. Separately, Apple has told the CCI it is a comparatively minor player in the Indian smartphone market, citing an iPhone market share the company put at roughly 9 percent against Android’s dominance.

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A MacBook. Image: Apple

A court-ordered pause, and a data deadline

Apple spent much of 2026 declining to submit the financial data the CCI said it needed to calculate any penalty, prompting the regulator to set a final hearing date and warn it would proceed regardless. Apple asked the Delhi High Court to intervene. The court allowed the CCI’s investigation to continue but directed the regulator not to issue a final decision before July 15, 2026, while Apple’s separate challenge to the penalty framework remains pending before the same court. Apple was given until June 25, 2026 to hand over its India-specific financial records, a narrower disclosure than the global figures the CCI’s maximum-penalty calculation would need.

DateStep in the CCI-Apple penalty dispute
2021CCI opens its investigation into Apple’s App Store conduct
April 8, 2026CCI order records Apple had not provided requested financial data or comments
May 18, 2026Delhi High Court lets the CCI investigation continue but bars a final order before July 15, 2026
June 25, 2026Deadline the CCI set for Apple to submit its India-specific financial records
July 15, 2026Earliest date the Delhi High Court said the CCI may issue a final order

What has moved since, and what has not

No CCI order dated after the Delhi High Court’s July 15 marker has surfaced on the case record checked for this article. That does not mean the case is closed. It means the two open questions, whether the CCI can use global turnover to calculate a penalty, and what any penalty will actually be, both remain unresolved into September, with the July 15 pause on a final order the most recent dated instruction on the record. A separate, parallel question, whether Apple’s own challenge to the global-turnover amendment succeeds in the Delhi High Court, could change the ceiling on any eventual fine regardless of what the CCI itself decides.

What has not been confirmed

  • Any CCI order, interim or final, issued after July 15, 2026.
  • A ruling from the Delhi High Court on Apple’s challenge to the global-turnover penalty framework itself.
  • Any statement from Apple beyond its filings in the two proceedings.

Today is September 13, 2026. The Delhi High Court’s cause list and the CCI’s own case record are where the next dated development in this case will appear.