For the first time India has overtaken China as the No. 1 exporter of smartphones to the United States, following Apple’s tariff-driven manufacturing pivot to New Delhi.

The number of smartphones assembled in India and imported to the U.S. skyrocketed this year, accounting for 44 percent of phones imported to the U.S. in the second quarter of 2025. The total volume of smartphones made in India increased by 240 percent from last year.

India has overtaken China as the leading manufacturer of smartphones shipped to the United States, a change largely driven by Apple, according