India became the leading supplier of smartphones sold in the United States for the first time, in the June quarter, largely driven by Apple's accelerated shift of its manufacturing activities to India from China amidst tariff uncertainties, research firm Canalys said.
The uncertain outcome of negotiations between Washington and Beijing over a trade deal has accelerated the supply chain reorientation, it said.
The share of US smartphone shipments assembled in China shrank from 61% in Q2 2024 to 25% in Q2 2025.Most of this decline was captured by India.
The total volume of India-made smartphones to the US grew 240% on-year, accounting for 44% of shipments imported into the US in Q2 2025, up from 13% of the total smartphone shipments a year ago.
The research firm said US smartphone shipments grew 1% on-year in the June quarter as vendors continued to frontload inventories amid tariff concerns.
“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 US and China,” said Sanyam Chaurasia, principal analyst at Canalys.
He added that while Apple has scaled up its supply from India as part of its China Plus One strategy, and even manufacturing and exporting the more complex Pro models from India, it is still dependent on manufacturing bases in China for scaled supply of its Pro models to the US.
For the base models, however, India became the largest supplier to the US in the June quarter. Apple has opted to dedicate most of its export capacity in India to supply to the US market in 2025.
Samsung and Motorola have also scaled up supply from India, although their shifts are significantly slower and smaller in scale than Apple's.
"Motorola, similar to Apple, has its core manufacturing hub in China, whereas Samsung relies mainly on producing its smartphones in Vietnam,” Chaurasia said.
According to data from Canalys, iPhone exports from India to the US peaked in March ahead of the Trump administration's announcement of reciprocal tariffs on its trade partners, which eventually got deferred to August.
The Cupertino-based company exported 97.6% of all iPhone exports in March to the US, up from 81.9% in the three months to February, according to S&P Global Market Intelligence. Exports ramped up 219% in March as the company looked to preempt higher tariffs on imports from China.
Foxconn (Hon Hai), and Tata Electronics are the leading manufacturers of iPhones in India, while Samsung has its own factory and Motorola exports to the US through its contract manufacturer, Dixon Technologies.
The uncertain outcome of negotiations between Washington and Beijing over a trade deal has accelerated the supply chain reorientation, it said.
The share of US smartphone shipments assembled in China shrank from 61% in Q2 2024 to 25% in Q2 2025.Most of this decline was captured by India.
The total volume of India-made smartphones to the US grew 240% on-year, accounting for 44% of shipments imported into the US in Q2 2025, up from 13% of the total smartphone shipments a year ago.
The research firm said US smartphone shipments grew 1% on-year in the June quarter as vendors continued to frontload inventories amid tariff concerns.
“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 US and China,” said Sanyam Chaurasia, principal analyst at Canalys.
He added that while Apple has scaled up its supply from India as part of its China Plus One strategy, and even manufacturing and exporting the more complex Pro models from India, it is still dependent on manufacturing bases in China for scaled supply of its Pro models to the US.
For the base models, however, India became the largest supplier to the US in the June quarter. Apple has opted to dedicate most of its export capacity in India to supply to the US market in 2025.
Samsung and Motorola have also scaled up supply from India, although their shifts are significantly slower and smaller in scale than Apple's.
"Motorola, similar to Apple, has its core manufacturing hub in China, whereas Samsung relies mainly on producing its smartphones in Vietnam,” Chaurasia said.
According to data from Canalys, iPhone exports from India to the US peaked in March ahead of the Trump administration's announcement of reciprocal tariffs on its trade partners, which eventually got deferred to August.
The Cupertino-based company exported 97.6% of all iPhone exports in March to the US, up from 81.9% in the three months to February, according to S&P Global Market Intelligence. Exports ramped up 219% in March as the company looked to preempt higher tariffs on imports from China.
Foxconn (Hon Hai), and Tata Electronics are the leading manufacturers of iPhones in India, while Samsung has its own factory and Motorola exports to the US through its contract manufacturer, Dixon Technologies.
