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India Overtakes China as Top Smartphone Supplier to US

Strategic incentives under the PLI scheme drove domestic electronics output to Rs 12 lakh crore, enabling India to eclipse China in US smartphone exports.

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Overview

  • Union Minister Ashwini Vaishnaw confirmed India has become the leading supplier of smartphones to the United States, citing official government figures.
  • India’s electronics manufacturing has grown sixfold since 2014, reaching a value of Rs 12 lakh crore.
  • India supplied 44% of smartphones imported by the US in April–June 2025, up from 13% a year earlier.
  • Domestic mobile production capacity expanded from two units in 2014 to over 300 today, accounting for 99.2% of phones sold in India.
  • Exports of electronic goods have increased eightfold to Rs 3 lakh crore since 2014, supported by the Production-Linked Incentive scheme and rising foreign investment.