For the first time India has overtaken China as the No. 1 exporter of smartphones to the United States, following Apple’s tariff-driven manufacturing pivot to New Delhi.

The number of smartphones assembled in India and imported to the U.S. skyrocketed this year, accounting for 44 percent of phones imported to the U.S. in the second quarter of 2025. The total volume of smartphones made in India increased by 240 percent from last year.

The share of US smartphone shipments assembled in China fell to 25 per cent in the April-June period, from 61 per cent a year earlier. India promptly filled in the vacuum, said market analysts.