India has emerged as the leading smartphone supplier to the United States for the first time, capturing 44% of U.S. smartphone imports in the second quarter of 2025 as manufacturers accelerate production shifts away from China amid escalating trade tensions.
What Happened: Made-in-India smartphone shipments to the U.S. surged 240% year-over-year, according to new research from Canalys. China’s share of US smartphone shipments plummeted from 61% in Q2 2024 to just 25% in Q2 2025 as vendors frontload inventories to mitigate potential tariff risks.
