Amid uncertainty over tariff negotiations with China, there was a major rise in ‘Made in India’ smartphones exported to the US.
In response to a brand new report by Canalys, the share of US smartphone shipments assembled in China declined considerably from 61% in Q2 2024 to 25% in Q2 2025.
In the meantime, the report additionally notes a pointy rise in India-made smartphone shipments to the US, registering a 240% year-on-year progress and now accounting for 44% of complete shipments imported into the nation, up from simply 13% a yr earlier.
Sanyam Chaurasia, Principal Analyst at Canalys, attributed the rise in Made-in-India smartphone exports largely to Apple’s accelerated provide chain shift to the nation.
“India grew to become the main manufacturing hub for smartphones bought within the US for the very first time in Q2 2025, largely pushed by Apple’s accelerated provide chain shift to India amid an unsure commerce panorama between the US and China,” Chaurasia mentioned in a weblog submit.
“Apple has scaled up its manufacturing capability in India over the past a number of years as a part of its ‘China Plus One’ technique and has opted to dedicate most of its export capability in India to provide the US market thus far in 2025. Apple has begun manufacturing and assembling Professional fashions of the iPhone 16 sequence in India however continues to be depending on established manufacturing bases in China for the scaled provide wanted for Professional fashions within the US,” he added.
Chaurasia additional famous that Samsung and Motorola have additionally elevated their share of US-targeted provide from India, though their strikes are considerably slower and smaller in scale in comparison with Apple’s. Notably, Motorola nonetheless has its major manufacturing hub in China, whereas Samsung largely depends on Vietnam for smartphone manufacturing.
Apple has been steadily rising iPhone manufacturing in India over the previous few years, however the firm is now trying to scale it up much more amid rising uncertainty over China tariffs beneath the present US administration. Earlier stories have indicated that Apple plans to import most of its iPhones for the US market from India by the tip of subsequent yr. That will require manufacturing in India to rise from the present 40 million items to 80 million items.
