India surpassed China as the top manufacturing base for smartphones exported to the United States for the first time in Q2 2025, a new report by research company Canalys, now owned by Omdia, shows.
The report shows a stark restructuring of the world smartphone supply chain. US smartphone imports made up in China dropped from 61% in Q2 2024 to 25% within a year.
India's role, on the other hand, saw a dramatic increase—smartphones produced in India now represent 44% of US imports, rising strongly from just 13% in the same quarter last year. That represents a whopping 240% year-over-year Indian-made smartphone shipments into the US.
"India became the top manufacturing center for smartphones shipped into the US for the first time ever in Q2 2025, primarily thanks to Apple's accelerated supply chain transition to India in response to an uncertain trade environment between the U.S. and China," commented Sanyam Chaurasia, Canalys Principal Analyst.
Apple has been at the forefront of this change. As part of its overall "China Plus One" diversification plan, the technology giant has greatly increased its manufacturing presence in India. In 2025, a significant majority of Apple's export production from India went to the US market.
"Apple has started producing and assembling Pro variants of iPhone 16 series in India but still depends on traditional manufacturing hubs in China for bulk supply required for Pro variants in the US," Chaurasia said.
Whereas Apple has driven this transformation, other global smartphone makers such as Samsung and Motorola have also started to ramp up production in India for US-bound devices. However, their transitions are more sluggish and limited in scope. Samsung is still heavily reliant on its Vietnam-based output, while Motorola's core production base remains in China.
In total, US smartphone shipments expanded moderately by 1% year-over-year in Q2 2025, as vendors and manufacturers increased inventories ahead of potential tariffs. The uncertainty still attached to US-China trade negotiations has also further pushed the industry-wide reshuffling of global supply chains.
Apple had already begun to stockpile inventories towards the end of Q1 2025 and held elevated levels through the second quarter. Samsung also ramped up shipments considerably—registering a 38% year-over-year increase—led primarily by its Galaxy A-series, the report said.
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