New delhi: The share of us smartphone shipments assembled in china shrank from 61 % in Q2 2024 to 25 % in Q2 2025, and Most of this decline has been Absorbed by India, Based on a brand new report.
The Whole Quantity of “Made-in-India” Smartphones Grew by 240 % Yr-Over and Now Accounts for 44 % of Smartphones Imported Into The Us, Up from simply 13 % in Q2 2024, ACORODING TO Resord Agency Canalys (Now A part of Ompdia).
“India turned the main manufacturing hub for smartphones offered within the us for the very first time in Q2 2025, Largely Pushed by Apple’s Accelerated Provide Chain Shift Shift to IN UNCERTAIN TRDEA AMID AMID AMID AMID Panorama between the US and China, “Mentioned Sanyam Chaurasia, Principal Analyst at Canalys.
Apple has considerably scled up its manufacturing capability in India over the previous few years as a part of its Market in 2025.
“Apple has been manufacturing and assembleing professional fashions of the iPhone 16 sequence in India, however it nonetheless relown on Establed Manufacturing Bases in China for the Massive-Scale Wanted for Professional Fashions within the Us,” Added chaurasia.
Samsung and Motorola have additionally elevated their share of us-bound provide from India, Though their transitions have been considerably slower and smaller in scale In comparison with apple. Like Apple, Motorola’s core manufacturing hub is in china, whereas samsung primarily produces its smartphones in vietnam.
Us Smartphone Shipments Grew by 1 % in Q2 2025 as distributors Continued to Frontload Inventories AMID TARIFF CONCERNS. The Unsure end result of Commerce Negotiations with China has additional accelerated the reorientation of worldwide provide chains.
Apple Quickly Constructed Up Its Inventories towed the tip of Q1 and Aimed to Maintente Theose Ranges in Q2. Samsung additionally enhance its stock in Q2, Driving A 38 % Yr-On-Yr Progress in Shipments, Largely Fuled by Its Galaxy A-Sequence Units, The report stated.