Archive · 11 Jun 2025
India and Vietnam: Key Markets for Smartphone Production
Smartphone and PC companies are moving their factories from China to places like India and Vietnam to avoid tariffs and save money on labor.
The US makes up a big part of their market, and tariffs could make things more expensive.
Apple is moving its iPhone production to India.
These shifts can be costly.
Companies are trying to spread out where they make things so they can still supply the US market, even if tariffs change.
US tariffs pose a risk for smartphone and PC producers in Asia.
Companies are shifting production from China to India and Vietnam.
The US market accounts for a significant portion of global PC shipments.
Apple is moving iPhone production to India, targeting the US market.
Low labor costs in India and Vietnam favor smartphone production.
- Who
- Apple, Samsung, Hon Hai, S&P Global.
- What
- Shifting smartphone and PC production to mitigate tariff risks.
- When
- Past three years, by 2026.
- Where
- India, Vietnam, China, US, Taiwan.
- Why
- Due to labor costs and tariffs.
- Primary industry affected
- Smartphone assembly
- Approximate Apple's revenue from smartphones
- 50%
- US market share of global PC shipments for some Asian producers
- One-third
- Apple production shift to India expected to be completed
- By 2026
Sources
India Set To Win Big In Global Smartphone Manufacturing Output In 2025 Due to Apple, Samsung Export Demands: Report
India big winner in 2025 as global smartphone manufacturing output declines: Report
India ranks second for Samsung, Apple assembly share