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India's Smartphone Production Surges, Disrupting China's Dominance

7/28/2025

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Summary

Story summary

India is emerging as a powerhouse in smartphone manufacturing, skyrocketing to supply 36% of US imports in 2025, a significant leap from 11% in 2024. This surge, fueled by Apple’s ramped-up production, is shaking China's long-held dominance, which has plummeted from 82% to 49%. Government incentives and a growing local supplier network are propelling this remarkable transformation, even as supply chain hurdles persist.

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Story summary

India is emerging as a powerhouse in smartphone manufacturing, skyrocketing to supply 36% of US imports in 2025, a significant leap from 11% in 2024. This surge, fueled by Apple’s ramped-up production, is shaking China's long-held dominance, which has plummeted from 82% to 49%. Government incentives and a growing local supplier network are propelling this remarkable transformation, even as supply chain hurdles persist.