The US smartphone market is witnessing a dramatic transformation, fueled by the surging demand for smartphones manufactured in India. This trend is primarily driven by the ongoing trade conflicts between China and the US, which has led to a significant increase in exports of ‘Made in India’ smartphones. From 2024 to 2025, the share of smartphones imported into the US from China has drastically decreased, plummeting from 61% to just 25%.
The remarkable increase in demand for Indian-made smartphones has resulted in a 240% year-over-year growth in deliveries to the US market. Indian-manufactured phones now make up 44% of all smartphones imported into the US, a considerable increase from 13% the previous year.
Apple’s decision to shift its manufacturing operations from China to India is a key factor. Analyst Sanyam Chaurasia from Canalys notes that Apple manufactured the most smartphones in India for the US market during the second quarter of 2025, the first time India has served as the largest manufacturing hub for Apple for the US market. The iPhone 16 series Pro models are now being manufactured in India, although some higher-end models are still made in China. However, India’s importance is continuously growing.
Samsung and Motorola are also increasing their supplies from India, albeit on a smaller scale compared to Apple. Motorola still has significant production in China, while Samsung relies on Vietnam. Apple plans to significantly expand its manufacturing presence in India in the coming years. Reports suggest the company aims to export 80 million iPhones from India to the US by 2026, necessitating an acceleration of manufacturing capabilities. India is becoming a global leader in both IT and smartphone manufacturing, with the involvement of major companies like Apple set to further boost its industry share.