India has overtaken China as the leading source of smartphones shipped to the United States, according to new data from technology analyst firm Canalys.
U.S.-bound smartphone shipments grew by just one percent in the second quarter of 2025, reaching 27.1 million units. Despite the slow growth, manufacturers significantly altered their production strategies. India emerged as the top manufacturer for the U.S. smartphone market, accounting for 44 percent of all shipments. This is up from 13 percent one year ago. Over the same period, China’s share dropped from 61 percent to 25 percent.
Apple started assembling iPhone 16 Pro models in India and is expected to continue expanding production there. Samsung and Motorola have also increased their manufacturing footprint in India, although more gradually. Samsung still relies largely on facilities in Vietnam, while Motorola’s primary manufacturing remains in China, according to Chaurasia.
Apple’s shipments declined 11 percent to 13.3 million units, following a 25 percent growth spike in Q1. Meanwhile, Samsung grew 38 percent to 8.3 million units, driven largely by its Galaxy A-series devices. Motorola held steady with 2 percent growth (3.2 million units), while Google increased shipments by 13 percent and TCL declined by 23 percent.
Apple, Samsung, and Motorola now hold over 90 percent of total shipments, leaving limited space for competitors. Companies like OnePlus and Nothing are “attempting non-carrier-focused strategies, focusing on their direct websites, BestBuy, Walmart and Amazon, but their current scale remains limited,” according to the report.
“For the June quarter, we do expect the majority of iPhones sold in the U.S. will have India as their country of origin and Vietnam to be the country of origin for almost all iPad, Mac, Apple Watch, and AirPods products also sold in the U.S,” Cook said.
