India has overtaken China's share in US imports of smartphones and india needs to duplicate that fulfillment in 10 other manufacturing sectors, amitabh Kant, former CEO of NITI Aayog, said on Wednesday
"India's share of phone imports in usa has jumped to forty four% in last three months till june compared to thirteen% in identical length closing year. It has overtaken china whose proportion in US imports of smartphones has fallen from 61% to 25%. india wishes to replicate this story in ten different manufacturing sectors by means of tying up with global corporations and becoming an imperative a part of global deliver chains," Kant, who till currently turned into India's G20 sherpa, wrote on his X (formerly Twitter) handle.
That is the first time india has overtaken china to become the main exporter of smartphones to the united states for the first time, in keeping with a new file from research firm Canalys.
Apple's multiplied manufacturing pivot faraway from china is the number one motive force of this shift.
Inside the second sector of 2025, smartphones assembled in india made up forty four in step with cent of all US telephone imports, up from just thirteen according to cent inside the identical region final 12 months. Within the same period, China's proportion plummeted to twenty-five according to cent from 61 in keeping with cent a year ago. vietnam accounted for 30 in line with cent, overtaking china as properly.
"India became the main manufacturing hub for smartphones sold within the US for the very first time in Q2 2025, largely pushed by Apple's elevated deliver chain shift to india amid an unsure change panorama between the united states and china," said Sanyam Chaurasia, essential analyst, Canalys.
Chaurasia introduced that apple has scaled up manufacturing in india as a part of its 'China Plus One' approach, and has committed most of its indian export capability to serve the U.S. market this year.
"Apple has started production and assembling pro fashions of the iphone 16 collection in india but is still depending on mounted production bases in china for the scaled supply needed for pro models in the US," he stated.
Apple's shift comes amid heightened alternate tensions and uncertainty over tariffs. Although a lot of its middle merchandise, which includes iphones and macbooks, have received brief tariff exemptions, US President donald trump has pushed for extra domestic production. In April, the usa imposed a 26 consistent with cent tariff on indian imports, appreciably lower than preceding tariffs on chinese language goods, but paused responsibilities until an august 1 deadline.
Whilst apple leads the fee, samsung and motorola have additionally extended smartphone assembly for the united states marketplace in india, albeit at a slower tempo. Motorola's core manufacturing nonetheless remains in china, and samsung largely is predicated on Vietnam.
"Motorola, similar to apple, has its core production hub in china, while samsung is based mainly on generating its smartphones in vietnam," Chaurasia cited.
Many worldwide electronics companies at the moment are searching at india as a possible meeting vacation spot. Renaud Anjoran, government vice chairman of Agilian technology, said his China-based company is renovating a facility in india to begin trial production runs quickly.
However, he cited that production yield charges stay decrease in india and vietnam compared to china, citing inexperienced hard work and logistical hurdles.
At the same time as shipments surged, basic telephone exports to the united states rose simply 1 consistent with cent in Q2, as groups rushed to frontload inventory in anticipation of destiny tariffs. According to Canalys, iphone shipments to the us declined 11 per cent yr-on-12 months to 13.3 million gadgets, reversing a 25.7 in step with cent growth within the prior sector. Globally, iphone shipments fell 2 in keeping with cent to forty four.8 million devices.
"yet, the marketplace simplest grew 1 in line with cent, indicating tepid call for in an more and more compelled financial environment and a widening gap between promote-in and promote-via," said Runar Bjorhovde, senior analyst, Canalys.
Apple's commitment to india remains robust. Reports suggest the corporation plans to double its iphone output in india from 40 million to 80 million devices to fulfill US demand by way of the give up of 2025.
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