Story perspectives

India Surges as Top U.S. Smartphone Exporter

7/30/2025

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Summary

Story summary

India has become the leading exporter of smartphones to the U.S., capturing 44% of imports in Q2 2025.
This increase is largely due to Apple shifting production to India, resulting in a 240% rise in shipments.
China's share of U.S. smartphone imports fell to 25%, while Vietnam holds 30%.
Apple plans to manufacture 25% of its iPhones in India, with Samsung and Motorola expanding operations there.
The U.S. smartphone market experienced minimal growth of just 1%, reflecting ongoing economic challenges.

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Story summary

India has become the leading exporter of smartphones to the U.S., capturing 44% of imports in Q2 2025.
This increase is largely due to Apple shifting production to India, resulting in a 240% rise in shipments.
China's share of U.S. smartphone imports fell to 25%, while Vietnam holds 30%.
Apple plans to manufacture 25% of its iPhones in India, with Samsung and Motorola expanding operations there.
The U.S. smartphone market experienced minimal growth of just 1%, reflecting ongoing economic challenges.