India is now the top exporter of smartphones to the United States, as companies like Apple relocate their manufacturing operations due to U.S. tariffs on China.
Around 44% of smartphones imported into the U.S. in 2025’s second quarter were made in India, according to a report by Canalys. This represents a 240% year-over-year increase.
“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 U.S. and China,” said Canalys principal analyst Sanyam Chaurasia.
“Apple has scaled up its production capacity in India over the last several years as a part of its ‘China Plus One’ strategy and has opted to dedicate most of its export capacity in India to supply the US market so far in 2025,” said Chaurasia.
China accounted for 25% of shipments to the U.S. last quarter, posting a year-over-year decline of 61%.
Samsung and Motorola have also increased their proportion of U.S. smartphone shipments from India, according to Chaurasia, though to a lesser extent than Apple.
Vietnam’s share of shipments to the U.S. grew by 30% year-over-year. More than 50% of Samsung’s Galaxy smartphones are made in Vietnam annually, and U.S. tariffs on Vietnamese goods are set to be reduced from 46% to 20% under a trade agreement this month.
Smartphone shipments to the U.S. increased by 1% overall from 2024’s Q2.
iPhone shipments dropped by 11% year-over-year to 13.3 million units, after recording 25% growth in 2025’s Q1. Samsung’s shipments were up 38%, at 3.2 million units.
The U.S. imposed a 145% tariff on Chinese goods earlier this year, with China adding a 125% tariff on U.S. imports in return. The two countries agreed in May to lower these tariffs for a 90-day period, and are now seeking a further extension after negotiations in Sweden this week.
Related content
