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India overtakes China in smartphone exports to the U.S. as manufacturing jumps 240%, report shows

INDIA, JUL 29 – India's share of smartphones shipped to the US rose from 13% to 44% in Q2 2025, driven by Apple's production shift amid ongoing US-China trade tensions.

  • India has overtaken China as the top exporter of smartphones to the US, with India-made devices accounting for 44% of US smartphone imports in Q2 2025, up from 13% a year ago.
  • The rise in Indian smartphone exports is largely driven by Apple accelerating its manufacturing shift to India from China due to the uncertain trade landscape between the US and China.
  • Apple has scaled up production capacity in India as part of its 'China Plus One' strategy and aims to make India the primary exporter of iPhones to the US market by 2025.
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Lean Left

India overtakes China as biggest smartphone exporter to the United States, report says

For the first time India has overtaken China as the No. 1 exporter of smartphones to the United States, following Apple’s tariff-driven manufacturing pivot to New Delhi.

·Atlanta, United States
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NBC Boston broke the news in Boston, United States on Monday, July 28, 2025.
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