Archive · 26 Jul 2025
India's Smartphone Exports Surge as China's Share Declines in US
India is now making more smartphones for the US.
In the first five months of 2025, over 30% of US smartphone imports came from India, up from 11% in 2024.
China's share dropped from 82% to 49%.
Apple is making many iPhones in India, boosted by India's plan to encourage local manufacturing.
This change, however, faces potential challenges: Former President Trump has threatened to tax iPhones made in India if sold in the US.
India's share of US smartphone imports rose to over 30% in the first five months of 2025.
China's share of US smartphone exports fell to 49% during the same period.
US imports of Indian-made smartphones tripled from January to May 2025.
Apple is relocating its manufacturing operations to India.
Former President Trump threatened tariffs on Indian-made iPhones.
- Who
- Apple, US and Indian governments, former US President Donald Trump.
- What
- Shift in US smartphone import sources.
- When
- Significant changes observed in the first five months of 2025.
- Where
- US imports, primarily from India and China.
- Why
- Due to production incentives in India and Apple's relocation efforts.
Apple's Expansion
Trump's Stance
Manufacturing Location
Apple's Expansion
Apple is expanding manufacturing in India.
Trump's Stance
Former President Trump wants Apple to manufacture iPhones in the US.
- India's Share (2024)
- 11%
- India's Share (Jan-May 2025)
- Over 30%
- China's Share (Jan-May 2025)
- 49%
- US Imports (India, Jan-May 2025)
- 21.3 million units
- Value of India's Imports (Jan-May 2025)
- $9.35 billion
