Winning Bizness Desk

Mumbai. India has overtaken China to become the largest exporter of smartphones to the United States. According to research firm Canalys, 44% of smartphones imported by the US between April and June this year were made in India. In the same period last year, this number was only 13%. The share of China, on the other hand, dropped sharply from 61% to just 25% in one year.

Apple shifts big production to India

Apple now manufactures 78% of the iPhones sold in the US in India. This comes despite earlier warnings from former US President Donald Trump who opposed iPhone manufacturing outside the US. Yet, Apple continues to rely heavily on its Indian production line, which is becoming more central to its global strategy.

240% rise in India’s phone manufacturing

India’s smartphone manufacturing has seen a massive jump of 240% in just one year. This increase has played a major role in reducing China's share in the American smartphone market. Alongside India, Vietnam also outpaced China in smartphone exports to the US, with a share of 30% in the same April-June quarter.

Apple shuts down store in China

In another major development, Apple has decided to shut down one of its retail stores in China for the first time. The company announced that its Parkland Mall store in Dalian city will be closed on August 9. This move is being seen as symbolic, as China has been one of Apple’s largest markets with 56 stores.

Global companies shifting to India

According to Canalys analyst Sanyam Chaurasia, the global smartphone manufacturing industry is slowly moving out of China and shifting to India. Renaud Anjoran, executive at Chinese electronics firm Agilian Technology, also said that many global brands are now completing the final stages of their product assembly in India.

India-made iPhones break records

India produced 2.39 crore iPhones between January and June 2025, which is 52% more than the same period last year. Data from CyberMedia Research shows that iPhone exports from India also rose to 2.28 crore units. This shift is in contrast to Trump's earlier threats of imposing a 25% tariff on Apple if it continued iPhone production outside the US..

Key Pointers

• 44% of US smartphone imports are now made in India
• China’s share in US phone imports dropped to 25%
• India’s phone manufacturing rose by 240% in a year
• 78% of US iPhones are now made in India
• Apple shutting retail store in China for first time
• Global brands shifting final phone assembly to India
• India made 2.39 crore iPhones in six months