Overview

• India captured 44% of smartphones shipped to the U.S. in Q2 2025, up from 13% a year earlier, while China’s share fell to 25%.
• Made-in-India smartphone volume surged 240% year-on-year as Apple accelerated its ‘China Plus One’ strategy by shifting iPhone assembly to Indian plants.
• Vietnam accounted for 30% of U.S. smartphone imports in Q2, and brands such as Samsung and Motorola also increased their India-based output, though on a smaller scale than Apple.
• U.S. smartphone market growth slowed to just 1% in Q2 2025 as vendors frontloaded inventories to hedge against potential tariff changes.
• Apple’s U.S. shipments slid 11% year-on-year, while Samsung’s rose 38% and Motorola’s gained 2%, reflecting the impact of production realignments and stockpiling.