US EditionData From SSMIS, Used for Hurricane Forecasting, Will Continue Flowing: John Morales
INDIA, JUL 29 – India accounted for 44% of smartphones shipped to the US in Q2 2025, driven by Apple and other brands shifting production amid US-China trade tensions.
- India became the leading source of US smartphone imports, accounting for 44% of Q2 shipments by July 31, 2025, surpassing China, according to Canalys.
- Apple’s increasing focus on India has driven the surge in assembly shifts, aiming to make about one quarter of all iPhones there in coming years amid US-China tensions.
- Data from Canalys show India’s assembly output contributed to 74% of US smartphone shipments in Q2 2025, amid vendor stock frontloading and shipment growth.
- Following Apple’s lead, Samsung and Motorola shifted more production to India, with iPhone shipments to the United States falling in recent months, according to Canalys.
- Broader trade analysis suggests India’s rise signifies lasting change, with discussions around tariffs and supply chain reorientation, amid growing US-China tensions this month.
21 Articles
21 Articles
India overtakes China as top smartphone exporter to the US: Another ‘Make in India' milestone achieved
India has emerged as the largest exporter of smartphones to the US, overtaking China for the first time, according to a report by Canalys. This transformation is driven by Apple’s strategic move to diversify its production base outside China, which is in line with its ‘China Plus One’ approach. Apple leads manufacturing revolution Apple has been ramping up iPhone production in India significantly witnessed in the past few years. This year (in 2…
Apple’s supply chain makeover just gave India a massive win over China
Apple is embroiled in a legal battle with the UK government over its iPhone privacy feature. Justin Sullivan/Getty Images India has overtaken China to become the top smartphone exporter to the US, and the country has Apple to thank for its new ranking. India’s share of smartphone exports in the quarter that ended in June rose sharply from the same time last year. The country’s dethroning of China is largely driven by Apple’s shifting supply chai…
Apple's supply chain makeover just gave India a massive win over China
Apple is embroiled in a legal battle with the UK government over its iPhone privacy feature.Justin Sullivan/Getty ImagesIndia became the top US smartphone exporter, thanks to Apple's supply chain shift, according to Canalys.Apple's 'China Plus One' strategy boosted India's export share, dethroning China.The Trump administration has been pushing Apple to produce in the US instead of India or China.India has overtaken China to become the top smart…
Data from SSMIS, used for hurricane forecasting, will continue flowing: John Morales
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…
Conservative Review
The BlazeIndia surpasses China in Apple exports to US, up 240% from last year
India has reportedly overtaken China in smartphone manufacturing in the second quarter of 2025, marking an unprecedented shift away from Chinese tech manufacturing amid an uncertain trade environment.In the past six months, the Trump administration has shaken the global economy with aggressive tariffs and trade deals. Many companies have been forced to respond by adjusting their manufacturing practices, and the smartphone industry is no exceptio…
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