Amid uncertainty over tariff negotiations with China, there has been a significant rise in ‘Made in India’ smartphones exported to the US.
According to a new report by Canalys, the share of US smartphone shipments assembled in China declined significantly from 61% in Q2 2024 to 25% in Q2 2025.
Meanwhile, the report also notes a sharp rise in India-made smartphone shipments to the US, registering a 240% year-on-year growth and now accounting for 44% of total shipments imported into the country, up from just 13% a year earlier.
Sanyam Chaurasia, Principal Analyst at Canalys, attributed the rise in Made-in-India smartphone exports largely to Apple’s accelerated supply chain shift to the country.
“India became the leading manufacturing hub for smartphones sold in the US for the very first time in Q2 2025, largely driven by Apple’s accelerated supply chain shift to India amid an uncertain trade landscape between the US and China,”…
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