America India has surpassed China in terms of exporting smartphones. India has left China behind for the first time in the second quarter of 2025. According to research company Canalis, India’s export has increased due to the decrease in China’s trade share amidst the ongoing talks. With this, India has emerged as the biggest manufacturing center of smartphones that now reach America. Research by Canalis (now part of Omdia) revealed that American vendors increased the import of smartphones in the second quarter of the current calendar year to increase their stocks amid tariff concerns.
44 percent of the total smartphones reaching America
According to Canalis’s research, the work of preparing the supply chain has intensified due to uncertainty over business talks with China. China’s stake in the smartphone reaching the US declined to 25 percent in April-June, which was 61 percent a year ago. According to the report, India has benefited the most from this decline. The total amount of smartphones made in India has increased a huge increase of 240 percent on an annual basis and now 44 percent of the smartphones reaching America are made in India. This figure was only 13 percent in the second quarter of 2024.
Apple’s new planning brought a big change in India’s export
Canalis chief analyst Sanyam Chaurasia said, “India has become the main manufacturing center of smartphones sold for the first time in the US in the second quarter of 2025, due to the main reason for the Indian supply chain to be increased rapidly by Apple amid the indefinite trade landscape between the US and China.” Is. According to the data of Canalis, India has exported around 30,00,000 iPhones to the US in April. According to the data, China’s shipment declined by 76 per cent in April 2025. China exported 9,00,000 iPhone to the US in April.
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