Hajra Naz
India has overtaken China as the largest smartphone exporter to the United States in Q2 2025. The data comes from a new report by Canalys.
India supplied 44% of U.S. smartphone imports during the quarter. That’s a huge jump from just 13% a year earlier.
China’s share, meanwhile, dropped sharply to 25%. Last year, it stood at 61% for the same period.
Apple Leads the Shift
The change is being driven largely by Apple’s “China Plus One” strategy, which aims to reduce dependence on Chinese factories by building more capacity in India.
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India’s exports to the U.S. rose 240% year-over-year, fueled primarily by iPhone shipments.
- Apple has already begun producing iPhone 16 Pro models in India. Some of the most advanced versions are still made in China.
This move helps diversify Apple’s supply chain. It also reduces risks linked to U.S.–China trade tensions.
Vietnam Gains Ground Too
India isn’t the only country benefiting from the shift. Vietnam boosted its share of U.S. imports to 30%, up from 24% a year ago, thanks to Samsung’s expanded production in the country.
Meanwhile, smaller vendors continued to struggle. No other brand managed to cross more than 3% market share in the U.S. during Q2 2025.
U.S. Smartphone Vendor Performance
Here’s how the major players performed in Q2 2025:
| Vendor | Shipments (Million) | Market Share | Q2 2024 Shipments (Million) | Q2 2024 Market Share | Annual Growth |
|---|---|---|---|---|---|
| Apple | 13.3 | 49% | 14.9 | 56% | -11% |
| Samsung | 8.3 | 31% | 6.0 | 23% | 38% |
| Motorola | 3.2 | 12% | 3.1 | 12% | 2% |
| 0.8 | 3% | 0.7 | 3% | 13% | |
| TCL | 0.7 | 3% | 1.0 | 4% | -23% |
| Others | 0.7 | 3% | 1.0 | 2% | -34% |
| Total | 27.1 | 100% | 26.7 | 100% | 1% |
U.S. Smartphone Shipments Stay Flat
In total, the U.S. smartphone market shipped 27.1 million units in Q2 2025, reflecting just 1% growth year-over-year.
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Apple remained the market leader, with 13.3 million units shipped and a 49% share, though its shipments declined 11%.
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Samsung saw strong momentum, with 8.3 million units shipped, a 38% increase, securing a 31% share.
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Motorola grew slightly, delivering 3.2 million units, a 2% rise.
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Google and TCL each held a 3% share, with shipments of 0.8 million and 0.7 million units, respectively.
The Tariff Factor
According to Canalys, many brands—especially Apple—frontloaded shipments to the U.S. to brace for possible new tariffs on imported devices.
With trade policy uncertain, manufacturers are expanding production in India as a safeguard against future disruptions. Still, despite the supply chain shifts, consumer demand remained relatively weak in Q2.
Read More: Trump Claims India Offered to Drop Tariffs on U.S. Goods
What It Means
India’s rapid rise shows a major shift in global supply chains. By becoming America’s top smartphone supplier, India has cemented its role. It has broken China’s long-standing dominance.
But experts warn the future isn’t guaranteed. Long-term growth will need steady investment, government backing, and stable trade conditions. For now, much of the surge comes from short-term inventory moves rather than permanent change.
Still, one thing is clear: the U.S. smartphone market is no longer a one-country story. India and Vietnam are now rewriting the rules.
