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.
44 Articles
44 Articles
India overtakes China as top smartphone exporter to US amid Apple shift
India has overtaken China as the leading exporter of smartphones to the U.S., as Apple continues to shift production in the face of the Trump administration’s tariffs, according to new research released Monday. Canalys, a global tech market analyst firm, found that 44 percent of U.S. smartphones were manufactured in India in the second quarter…
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Smartphones assembled in India accounted for 44% of U.S. imports of the devices in the second quarter, a significant jump from just 13% last year. The share of U.S. smartphone shipments made in China shrank to 25% in the April to June period, from 61% a year earlier. “The plan for India is moving ahead as fast as we can,” said Renauld Anjoran, CEO of Agilian Technology, an electronics manufacturer in China. India has overtaken China to become th…
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