India overtakes China in smartphone exports to U.S.
India is now the top exporter of smartphones to the U.S., overtaking China in the race, according to research firm Canalys. The number of smartphones assembled in India and imported to the U.S. skyrocketed this year, accounting for 44 percent of phones imported to the U.S. in the second quarter of 2025. The total volume of smartphones made in India increased by 240 percent from last year. Meanwhile, China's smartphone exports to the U.S. shrank from 61 percent last year to just 25 percent of total U.S. imports by June. This is lower than that of Vietnam, which is now responsible for 30 percent of phone imports to the country. China's exports to the U.S. are slipping amid tariff concerns and "accelerated supply chain reorientation" after uncertain negotiations between the two countries, according to Canalys. Tech giants like Apple largely shifted their supply chain to India, while "still dependent on established manufacturing bases in China," said Canalys analyst Sanyam Chaurasia. Companies including Motorola and Samsung have also increased their share of U.S. supplies from India. Exports from China have been under increasing threat since the U.S. imposed high tariffs on the country (tariffs that were heightened, paused in May, and generally left global markets in a state of uncertainty). The two countries have resumed trade talks in Stockholm this week. Meanwhile, a tariff simulator has just predicted that China-made exports to the U.S. could fall by $485 billion between now and 2027.
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President Donald Trump has been pushing tech companies to move manufacturing to the U.S., as his tariffs have swept through the global economy in recent months. In May, the President took to Truth Social to inform Apple's Tim Cook that he expects iPhones to be manufactured and built in the United States – "not India, or anyplace else."
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