India has now become the biggest supplier of smartphones to the US, beating China for the first time. This change happened mainly because Apple has increased its iPhone production in India in recent months.
According to research firm Canalys, in the April–June 2025 quarter, India accounted for 44% of all US smartphone imports, while China’s share dropped sharply to just 25%—a big fall from over 60% a year ago.
This shift marks a major win for India and shows how Apple and other tech companies are moving production out of China due to growing trade tensions and higher tariffs. Vietnam, which is home to much of Samsung’s manufacturing, came in second place.
The number of smartphones made in India and shipped to the US has tripled compared to last year, the Canalys report said.
Though Apple’s iPhone shipments to the US fell by 11% this quarter, experts say this is because the company had already sent a lot of stock earlier this year to avoid possible tariff issues.
Analyst Runar Bjorhovde from Canalys explained that despite companies shipping early, US smartphone sales only grew by 1%, showing that demand is still weak due to the tough economy.
Apple still makes most of its iPhones in China, but its shift toward India and Vietnam is a sign of long-term planning to reduce risk and cut dependence on a single country.
Meanwhile, former US President Donald Trump has criticized Apple and other companies for moving production out of the US. While Apple has no smartphone production in America, it has promised to create more jobs and spend $500 billion in the US over the next four years.
This shift in production is a major win for India, boosting its position in the global tech supply chain and proving its potential as a reliable manufacturing hub for the world’s biggest tech brands.
