Latest news with #SanyamChaurasia
United News of India
30-07-2025
- Business
- United News of India
India overtakes China as biggest smartphone exporter to United States, report says
London, July 30 (UNI) 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. India-made devices accounted for 44 percent of smartphone imports in the US during the second quarter, up sharply from 13 percent during the same period last year, according to a new report published Monday by research firm Canalys. The total volume of smartphones made in India jumped 240 percent year-over-year, Canalys wrote., reports CNN. India's newfound lead is 'largely driven' by US tech giant Apple (AAPL) accelerating its manufacturing shift to the country, away from China, given the 'uncertain trade landscape' between Washington and Beijing, said Canalys principal analyst Sanyam Chaurasia. UNI XC SS
Hans India
30-07-2025
- Business
- Hans India
India Becomes Top Smartphone Exporter to US, Surpassing China Amid Apple's Manufacturing Shift
In a landmark shift in global electronics manufacturing, India has emerged as the leading exporter of smartphones to the United States, surpassing China for the first time. This milestone, fueled largely by Apple's expanded production in India, reflects the tech industry's accelerating pivot amid growing trade tensions between Washington and Beijing. Fresh data from research firm Canalys, now part of Omdia, shows that smartphone shipments from India to the US skyrocketed by 240% in Q2 2025, capturing a 44% share of all US-bound smartphones. Just a year ago, India's share stood at only 13%. Meanwhile, China's dominance fell drastically, dropping to 25% from 61% in the same quarter of 2024. Driving this dramatic transformation is Apple's aggressive supply chain shift to India, which began gradually but gained momentum over the past year. 'India became the leading manufacturing hub for smartphones sold in the US for the very first time in Q2 2025, largely driven by Apple's accelerated supply chain shift to India amid an uncertain trade landscape between the US and China,' said Sanyam Chaurasia, Principal Analyst at Canalys. Apple has increasingly relied on Indian facilities to assemble its iPhone models, particularly the standard iPhone 15 and iPhone 16. Notably, the company has also initiated the assembly of iPhone 16 Pro models in India, a step that suggests deeper long-term intentions to diversify production away from China. However, China continues to handle large-scale production of the Pro lineup, at least for now. Other manufacturers have also contributed to this trend, though to a lesser extent. Samsung, for example, still leans heavily on Vietnam for smartphone production but has begun expanding its Indian manufacturing footprint. Motorola, whose supply chain was mostly China-centric, has also started boosting output from Indian plants in recent months. Analysts highlight a broader pattern of supply chain diversification. Ongoing tariff disputes, geopolitical uncertainty, and trade policy fluctuations have prompted tech companies to front-load inventory and redesign their sourcing strategies for resilience. India, with its expanding infrastructure and skilled workforce, is emerging as a reliable alternative for high-end manufacturing—not just for budget devices. Interestingly, while India's export volume to the US surged, the US smartphone market itself grew only 1% in the quarter. Apple's US-bound shipments dipped by 11% year-on-year, while Samsung saw a 38% increase. Motorola experienced modest growth at 2%, with Google and TCL completing the top five vendors in terms of volume. India's newfound position as the primary smartphone supplier to the US is not just a symbolic victory. It underscores the country's rise as a strategic global manufacturing hub, capable of supporting premium-grade devices and reshaping the future of the electronics supply chain.
Hans India
30-07-2025
- Business
- Hans India
Apple powers India to become biggest smartphone exporter to US
New Delhi: The share of US smartphone shipments assembled in China shrank from 61 per cent in Q2 2024 to 25 per cent in Q2 2025 and most of this decline has been picked up by India, according to a new report. The total volume of 'Made-in-India' smartphones grew 240 per cent year on year, and now accounts for 44 per cent of smartphones imported into the US, up from only 13 per cent of smartphone shipments in Q2 2024, according to resecrh firm Canalys (now part of Omdia). 'India became the leading manufacturing hub for smartphones sold in the US for the very first time in Q2 2025, largely driven by Apple's accelerated supply chain shift to India amid an uncertain trade landscape between the US and China,' said Sanyam Chaurasia, Principal Analyst at has scaled up its production capacity in India over the last several years as a part of its 'China Plus One' strategy and has opted to dedicate most of its export capacity in India to supply the US market so far in 2025. 'Apple has begun manufacturing and assembling Pro models of the iPhone 16 series in India, but is still dependent on established manufacturing bases in China for the scaled supply needed for Pro models in the US,' said Chaurasia. Samsung and Motorola have also increased their share of US-targeted supply from India, although their shifts are significantly slower and smaller in scale than Apple's. Motorola, similar to Apple, has its core manufacturing hub in China, whereas Samsung relies mainly upon producing its smartphones in United States smartphone shipments grew by 1 per cent in Q2 2025 as vendors continued to frontload device inventories amid tariff concerns. The uncertain outcome of negotiations with China has accelerated supply chain reorientation. Apple built up its inventories rapidly toward the end of Q1 and sought to maintain this level in Q2.
The Hill
29-07-2025
- Business
- The Hill
India overtakes China as top smartphone exporter to US amid Apple shift
India has overtaken China as the leading exporter of smartphones to the U.S., as Apple continues to shift production in the face of the Trump administration's tariffs, according to new research released Monday. Canalys, a global tech market analyst firm, found that 44 percent of U.S. smartphones were manufactured in India in the second quarter of 2025, while just 25 percent were manufactured in China during the same three-month period. This represents a massive 240 percent jump for India, which produced only 13 percent of American smartphones between April and June of last year, when China commanded 61 percent of the market. 'India became the leading manufacturing hub for smartphones sold in the US for the very first time in Q2 2025, largely driven by Apple's accelerated supply chain shift to India amid an uncertain trade landscape between the US and China,' Sanyam Chaurasia, a principal analyst at Canalys, said in a press release. Apple produces the vast majority of its products in China but has increasingly sought to diversity its supply chains by moving some manufacturing to India and Vietnam. Vietnam also saw its share of U.S. smartphone production grow in the second quarter, overtaking China with 30 percent of the market. At the same time last year, Vietnam was responsible for 24 percent of U.S. smartphone production. Apple's shift toward India and Vietnam has been a double-edged sword. In the face of sky-high tariffs on Chinese goods earlier this year, the iPhone maker said the majority of its U.S. products would come from the two countries. The Trump administration raised tariffs on Chinese imports to 145 percent earlier this year, in response to which Beijing raised its import tax on American goods to 125 percent. The two sides ultimately agreed to lower these rates to 30 percent and 10 percent in May, a truce they agreed to extend for another 90 days on Tuesday. However, President Trump has also gone after Apple for its overseas manufacturing, threatening the company with a 25 percent tariff in May unless it moved more manufacturing to the U.S. Experts have warned this is largely infeasible given it would require massive investments and an extended period of time to move smartphone manufacturing to the U.S., while also resulting in higher smartphone prices. Trump never followed through on his threat to tariff Apple, but the iPhone maker is bracing for the administration's next move, as the president's 'reciprocal' tariffs are set to take effect Friday after a 90-day delay. Trump announced in early July that he had reached a trade deal with Vietnam, in which U.S. goods would enter the country duty-free while Vietnamese imports would face a 20 percent tariff. Goods shipped through Vietnam will face a higher 40 percent rate. The deal had not been finalized as of mid-July, although Trump said it was 'pretty well set,' according to Reuters. The administration has not yet reached an agreement with India.
Mint
29-07-2025
- Business
- Mint
India pips China as top smartphone supplier to US in Q2, 2025: Canalys
New Delhi, Jul 29 (PTI) India has emerged as the largest manufacturing hub for smartphones shipped into the US for the first time in Q2, 2025, as China's share shrunk amid tariff negotiations, according to Canalys. The research from Canalys (now part of Omdia) revealed that United States smartphone shipments grew 1 per cent in the second quarter of the current calendar year as vendors continued to frontload device inventories amid tariff concerns. The uncertain outcome of negotiations with China has accelerated supply chain reorientation, it said. The share of US smartphone shipments assembled in China fell to 25 per cent in the April-June period, from 61 per cent a year earlier. "Most of this decline has been picked up by India; the total volume of 'Made-in-India' smartphones grew 240 per cent year-on-year and now accounts for 44 per cent of smartphones imported into the US, up from only 13 per cent of smartphone shipments in Q2 2024," it said. In Q2, iPhone shipments declined 11 per cent year-on-year to 13.3 million units, a correction from the 25 per cent growth in Q1, 2025, as per Canalys. Samsung's shipments grew 38 per cent year-on-year to 8.3 million units. Motorola continued its expansion in the US, growing two per cent to 3.2 million units. Google and TCL rounded off the top five, with Google growing 13 per cent to 0.8 million while TCL declined 23 per cent, shipping 0.7 million units. "India became the leading manufacturing hub for smartphones sold in the US for the very first time in Q2 2025, largely driven by Apple's accelerated supply chain shift to India amid an uncertain trade landscape between the US and China," said Sanyam Chaurasia, Principal Analyst at Canalys. Apple has scaled up its production capacity in India over the last several years as a part of its 'China Plus One' strategy and has opted to dedicate most of its export capacity in India to supply the US market so far in 2025, Chaurasia said. "Apple has begun manufacturing and assembling Pro models of the iPhone 16 series in India, but is still dependent on established manufacturing bases in China for the scaled supply needed for Pro models in the US. Samsung and Motorola have also increased their share of US-targeted supply from India, although their shifts are significantly slower and smaller in scale than Apple's," Chaurasia said.
