India overtook China as the primary exporter of smartphones to the US in the second quarter of 2025, according to Canalys. India accounted for 44% of US smartphone imports, up from 13% a year earlier, while China’s share declined to 25% from 61% in the same period.
Apple Led the Way
Apple accelerated its production in India under its “China Plus One” strategy, which reduced reliance on Chinese facilities. Canalys reported that India’s exports to the US rose 240% year over year, mainly due to iPhone shipments. Apple has started producing models like the iPhone 16 Pro in India, while some high-end variants remain China-made.
Other Countries Also Gain Ground
Vietnam increased its share to 30%, up from 24% a year ago, supported by Samsung’s expanded production in the country. Meanwhile, smaller vendors struggled to gain traction, with no other brand exceeding 3% US market share in Q2 2025.
| Vendor | Shipments (Million) | Market Share | Q2 2024 Shipments (Million) | Q2 2024 Market Share | Annual Growth |
|---|---|---|---|---|---|
| Apple | 13.3 | 49% | 14.9 | 56% | -11% |
| Samsung | 8.3 | 31% | 6.0 | 23% | 38% |
| Motorola | 3.2 | 12% | 3.1 | 12% | 2% |
| 0.8 | 3% | 0.7 | 3% | 13% | |
| TCL | 0.7 | 3% | 1.0 | 4% | -23% |
| Others | 0.7 | 3% | 1.0 | 2% | -34% |
| Total | 27.1 | 100% | 26.7 | 100% | 1% |
US Smartphone Shipments Remain Flat
Total smartphone shipments in the US reached 27.1 million units in Q2 2025, representing a 1% growth year over year.
- Apple shipped 13.3 million units, down 11% year over year, but held 49% market share.
- Samsung shipped 8.3 million units, up 38%, capturing 31% share.
- Motorola delivered 3.2 million units, a 2% increase.
- Google and TCL accounted for 3% share each, with 0.8 million and 0.7 million units, respectively.
Impact of Tariffs
Canalys noted that brands, especially Apple, frontloaded shipments to prepare for potential US tariffs on imported devices. Uncertainty around future trade policies encouraged manufacturers to expand production in India to reduce risk. Despite these adjustments, consumer demand remained muted.
India’s surge shows a major shift in smartphone supply chains toward diversification beyond China. Analysts caution that long-term growth depends on continued investment and stable trade conditions, as current gains were driven largely by short-term inventory strategies.