Apple Drives India To Turn into Largest Smartphone Exporter To US In April-June, Pips China | Know-how Information
New Delhi: The share of U.S. smartphone shipments assembled in China shrank from 61 p.c in Q2 2024 to 25 p.c in Q2 2025, and most of this decline has been absorbed by India, in accordance with a brand new report.
The full quantity of “Made-in-India” smartphones grew by 240 p.c year-on-year and now accounts for 44 p.c of smartphones imported into the US, up from simply 13 p.c in Q2 2024, in accordance with analysis agency Canalys (now a part of Omdia).
“India turned the main manufacturing hub for smartphones offered 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 U.S. and China,” mentioned Sanyam Chaurasia, Principal Analyst at Canalys.
Apple has considerably scaled up its manufacturing capability in India over the previous few years as a part of its ‘China Plus One’ technique and has devoted most of its export capability in India to supplying the U.S. market in 2025.
“Apple has begun manufacturing and assembling Professional fashions of the iPhone 16 sequence in India, nevertheless it nonetheless depends on established manufacturing bases in China for the large-scale provide wanted for Professional fashions within the US,” added Chaurasia.
Samsung and Motorola have additionally elevated their share of US-bound provide from India, though their transitions have been considerably slower and smaller in scale in comparison with Apple. Like Apple, Motorola’s core manufacturing hub is in China, whereas Samsung primarily produces its smartphones in Vietnam.
U.S. smartphone shipments grew by 1 p.c in Q2 2025 as distributors continued to frontload inventories amid tariff considerations. The unsure end result of commerce negotiations with China has additional accelerated the reorientation of world provide chains.
Apple quickly constructed up its inventories towards the top of Q1 and aimed to take care of these ranges in Q2. Samsung additionally elevated its stock in Q2, driving a 38 p.c year-on-year development in shipments, largely fueled by its Galaxy A-series gadgets, the report mentioned.
