India Pips China As Top Smartphone Supplier To US In Q2 2025: Canalys

India has emerged as the largest manufacturing hub for smartphones shipped into the US for the first time in second quarter, 2025, as China's share shrunk amid tariff negotiations, according to Canalys.

The research from Canalys revealed that United States smartphone shipments grew 1% in the second quarter of the current calendar year as vendors continued to frontload device inventories amid tariff concerns. The uncertain outcome of negotiations with China has accelerated supply chain reorientation, it said.

The share of US smartphone shipments assembled in China fell to 25% in the April-June period, from 61% a year earlier.

"Most of this decline has been picked up by India; the total volume of 'Made-in-India' smartphones grew 240% year-on-year and now accounts for 44% of smartphones imported into the US, up from only 13% of smartphone shipments in Q2 2024," it said.

In Q2, iPhone shipments declined 11% year-on-year to 13.3 million units, a correction from the 25% growth in Q1, 2025, as per Canalys.

Samsung's shipments grew 38% year-on-year to 8.3 million units. Motorola continued its expansion in the US, growing 2% to 3.2 million units. Google and TCL rounded off the top five, with Google growing 13 per cent to 0.8 million while TCL declined 23%, shipping 0.7 million units.

"India became the leading manufacturing hub for smartphones sold in the US for the very first time in Q2 2025, largely driven by Apple's accelerated supply chain shift to India amid an uncertain trade landscape between the US and China," said Sanyam Chaurasia, Principal Analyst at Canalys. Apple has scaled up its production capacity in India over the last several years as a part of its "China Plus One" strategy and has opted to dedicate most of its export capacity in India to supply the US market so far in 2025, Chaurasia said.

"Apple has begun manufacturing and assembling Pro models of the iPhone 16 series in India, but is still dependent on established manufacturing bases in China for the scaled supply needed for Pro models in the US. Samsung and Motorola have also increased their share of US-targeted supply from India, although their shifts are significantly slower and smaller in scale than Apple's," Chaurasia said.

Motorola, similar to Apple, has its core manufacturing hub in China, whereas Samsung relies mainly upon producing its smartphones in Vietnam, Chaurasia noted.