India Supplies 44% of US Smartphone Imports in Q2 2025

India has become the top manufacturer of smartphones shipped to the United States, overtaking China for the first time. According to new data from Canalys, the share of smartphones assembled by Apple in China for the US market dropped from 61% in the second quarter of last year to 25% this year. At the same time, India’s contribution to the US smartphone market rose from 13% to 44%. Vietnam also saw moderate growth, increasing its share from 24% to 30%.
This is the product of Apple’s “China Plus One” strategy, which aims to reduce reliance on Chinese facilities amid ongoing US-China trade tensions. Apple has increased its production in India, using most of that added capacity to fulfill US demand in 2025. Samsung and Motorola are also increasing the number of devices they send from India, but their growth is not as large as Apple’s.
Apple still relies on China for large-scale production, especially for newer models like the iPhone 16 series. The company’s four-year, $500 billion investment in the US focuses primarily on support operations and research, not phone assembly. Apple plans to create 20,000 American jobs through this initiative, which isn’t quite enough to start major assembly operations in the country, as reported by The Register.
Overall, US smartphone demand is nearly flat this year, growing just 1% year-over-year. Apple’s sales in the country fell by 11%, while Samsung saw its US sales rise by 38%.
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