Archive · 26 Jul 2025
India Gains Ground in US Smartphone Market, China's Lead Shrinks
India is now sending a lot more smartphones to the US, especially Apple iPhones.
This means China is sending less.
This is due to Apple making more phones in India.
However, former US President Donald Trump wants the phones to be made in the US instead, or he might charge a tax.
Apple is likely to continue its plans in India.
India's share of US smartphone imports rose to nearly 36% in early 2025, up from 11% in 2024.
China's share of US smartphone imports fell from 82% to 49% during the same period.
US imports of Indian-made smartphones more than tripled year-over-year.
Apple expects India to be the country of origin for most iPhones sold in the US.
Donald Trump has threatened a 25% tariff on Indian-made iPhones.
- Who
- Apple, China, India, and Donald Trump.
- What
- Shift in US smartphone import origins.
- When
- January to May 2025.
- Where
- United States.
- Why
- Apple expanding production in India, trade talks, and potential tariffs.
Trade and Manufacturing
Trade Tariffs
Production Location
Trade and Manufacturing
Expanding manufacturing in India and importing from there.
Trade Tariffs
Manufacturing iPhones in the United States.
- India's Import Share
- Nearly 36% (Jan-May 2025)
- China's Import Share
- 49% (Jan-May 2025)
- YOY Import Increase from India
- Over 300%
- Value of Indian Smartphone Imports
- $9.35 billion (Jan-May 2025)
- Apple Production in India
- Roughly 20% of global iPhone capacity
- Tariff Threat
- 25% on Indian-made iPhones
