In a stunning shift, India has overtaken China to become the largest manufacturing hub for smartphones shipped to the US in Q2 2025, according to a Canalys report. As trade tensions and tariff talks loom, China’s share of US smartphone shipments plummeted to 25% from 61% a year ago, while India’s "Made-in-India" smartphones soared by 240% year-on-year, capturing 44% of the US market, up from just 13% in Q2 2024.

The US smartphone market saw a modest 1% growth in Q2, driven by vendors stockpiling inventories amid tariff uncertainties. Apple’s iPhone shipments dipped 11% to 13.3 million units, while Samsung surged 38% to 8.3 million units. Motorola grew 2% to 3.2 million units, Google rose 13% to 0.8 million, and TCL fell 23% to 0.7 million units.

“India’s rise as the top smartphone supplier to the US is a game-changer, fueled by Apple’s aggressive supply chain shift,” said Sanyam Chaurasia, Principal Analyst at Canalys. Apple’s "China Plus One" strategy has scaled up production in India, including Pro models of the iPhone 16 series, though it still relies on China for high-volume Pro model supply. Samsung and Motorola are also boosting India-based production, but their shifts lag behind Apple’s.

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This seismic reorientation of global supply chains underscores India’s growing prowess as a manufacturing powerhouse, reshaping the US smartphone market.

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