India Is Now the Top Supplier of Smartphones to the U.S.

India has surpassed China to become the top supplier of smartphones to the United States, according to data from research firm Canalys. In Q2 2025, 44 percent of smartphone shipments to the U.S. were from India, while 30 percent were from Vietnam and 25 percent from China. This marks a major shift from the same period one year earlier, when China had accounted for the lion’s share at 61 percent, followed by Vietnam at 24 percent and India at just 13 percent. The total volume of smartphones manufactured in India rose by 240 percent in Q2 year-on-year.

This switch is mainly attributed to geopolitical tensions and the uncertainty due to new tariffs introduced by the Trump administration, with companies such as Apple having rushed to reroute supply chains of smartphones destined for the U.S. away from China. Samsung and Motorola have also moved in this direction, although at a slower pace.

At the trade war’s worst point, U.S. tariffs on Chinese goods escalated to as high as 145 percent. These are now down to 30 percent. While this is still higher than tariffs on India and Vietnam, the gap has narrowed considerably. U.S. President Donald Trump announced on Wednesday that the U.S. would be imposing a 25 percent tariff on Indian goods as well as an additional “penalty” import tax due to India’s purchasing of Russian oil. Meanwhile, Vietnam now faces 20 percent tariffs, down from the earlier warned 46 percent. The White House announced its new trade policy on August 1, affecting nearly all countries. It will officially start on August 7.