India Became the Top US Smartphone Supplier

India was the largest source of smartphones shipped to the US in 2Q25. The nation overtook China for the first time due to Apple’s accelerating shift in manufacturing away from its Chinese base.

Smartphones assembled in India accounted for 44% of the 27.1 million units shipped to the US during the quarter, up from 13% in the same period last year. In contrast, China’s share of US-bound smartphone shipments fell to 25%, down from 61%. The volume of made-in-India smartphones shipped to the US rose 240% year-on-year, driven primarily by Apple, with Samsung and Motorola also increasing their US-focused manufacturing in the country. Vietnam, which houses a major portion of Samsung’s production, ranked second with 30%.

Sanyam Chaurasia, principal analyst at Canalys, explained that the shift came due to Apple’s ongoing efforts to diversify its manufacturing base away from China in a bid to mitigate the looming threat of US tariffs. The iPhone-maker significantly increased production in India over the past year, with much of the output bound for the US market. The tech giant has started assembling Pro models of the iPhone 16 series in India, although large-scale production for the US still relies on facilities in China.

Despite the shift, total smartphone shipments to the US grew just 1%. Apple’s shipments declined by 11% to 13.3 million units, while Samsung reported 38% annual growth, reaching 8.3 million units, driven by its Galaxy A-series. “Apple built up its inventories rapidly toward the end of Q1 and sought to maintain this level in Q2,” said Runar Bjorhovde, senior analyst at Canalys. However, he noted that the market’s modest overall growth, despite vendors frontloading inventory, will mitigate the impact of potential tariffs later this year, highlighting tepid demand in an increasingly pressured economic environment.