iPhone Helps India Overtake China as the Leading Manufacturer for U.S. Smartphones

India has overtaken China arsenic the starring shaper of smartphones shipped to the United States, a alteration mostly driven by Apple, according to Canalys.


New information from Canalys shows that iPhone shipments to the United States fell 11% year-over-year successful the 2nd 4th of 2025, arsenic the institution accelerated a large proviso concatenation displacement to India amid persistent commercialized tensions with China; Apple shipped 13.3 cardinal iPhones to the U.S. betwixt April and June, down from 14.9 cardinal units successful the aforesaid play past year.

The diminution follows a beardown archetypal 4th successful which Apple saw a 25% year-over-year shipment increase, partially attributed to aboriginal user purchases up of anticipated tariffs. Canalys attributes the second-quarter diminution to a operation of frontloaded demand, rising economical unit connected consumers, and accrued contention successful the low- and mid-range segments of the market.

Despite the driblet successful shipments, Apple remained the starring smartphone vendor successful the U.S. successful the 2nd 4th of 2025, holding a 49% marketplace share. This inactive represents a 7% diminution from the 56% stock recorded successful the 2nd 4th of 2024. Meanwhile, Samsung obtained 38% year-over-year growth, reaching 8.3 cardinal units shipped and expanding its marketplace stock from 23% to 31%.

The stock of U.S. smartphone shipments assembled successful China dropped from 61% successful the 2nd 4th of 2024 to 25% successful the 2nd 4th of 2025. India present accounts for 44% of U.S. smartphone imports, up from conscionable 13% a twelvemonth ago. This marks the archetypal clip India has overtaken China arsenic the starring manufacturing hub for smartphones shipped to the United States.

India became the starring manufacturing hub for smartphones sold successful the U.S. for the precise archetypal clip successful Q2 2025, mostly driven by Apple's accelerated proviso concatenation displacement to India amid an uncertain commercialized scenery betwixt the U.S. and China. Apple has scaled up its accumulation capableness successful India implicit the past respective years arsenic a portion of its 'China Plus One' strategy and has opted to dedicate astir of its export capableness successful India to proviso the U.S. marketplace truthful acold successful 2025.

Apple began assembling iPhone 16 Pro models successful India during the quarter, marking a important enlargement of the company's operations successful the country. Nevertheless, the institution continues to trust connected manufacturing facilities successful China to conscionable the afloat standard of U.S. request for Pro models.

The displacement is portion of Apple's broader effort to mitigate hazard from U.S.-China commercialized tensions and trim dependence connected a azygous state for production. Apple besides continued to frontload inventories successful the 2nd 4th to hole for imaginable tariffs aboriginal successful 2025.

Apple built up its inventories rapidly toward the extremity of Q1 and sought to support this level successful Q2. Yet, the marketplace lone grew 1% contempt vendors frontloading inventory, indicating tepid request successful an progressively pressured economical situation and a widening spread betwixt sell-in and sell-through.

The 1% wide marketplace maturation successful U.S. smartphone shipments successful the 2nd 4th suggests that user appetite for caller smartphones remains subdued. Apple is expected to study net connected July 31.
This article, "iPhone Helps India Overtake China arsenic the Leading Manufacturer for U.S. Smartphones" archetypal appeared connected MacRumors.com

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