Latest news with #US-targeted
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.
Business Insider
30-07-2025
- Business
- Business Insider
Apple's supply chain makeover just gave India a massive win over China
India has overtaken China to become the top smartphone exporter to the US, and the country has Apple to thank for its new ranking. India's share of smartphone exports in the quarter that ended in June rose sharply from the same time last year. The country's dethroning of China is largely driven by Apple's shifting supply chains, according to analysis from research firm Canalys published on Monday. "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," wrote Sanyam Chaurasia, principal analyst at Canalys. Still, much of iPhone manufacturing takes place in China, and the company depends on manufacturing hubs in China for Pro model parts, Canalys said. Smartphones assembled in India made up 44% of US imports in the second quarter, a significant jump from 13% in the same period last year. The total volume of smartphones made in India soared 240% from a year earlier, Canalys said. Vietnam came second, taking 30% of the market share. China's share fell from 61% to 25% year over year. Samsung and Motorola have also increased their share of US-targeted supply from India, but their shifts are significantly slower and smaller in scale than Apple's, the Canalys report said. Apple has been rapidly shifting iPhone production to India, in an effort to reduce reliance on China and cut back on geopolitical risks. The iPhone 16 is being assembled in India. In the company's first quarter earnings call, Apple's CEO, Tim Cook, addressed Chinese diversification and said the company expects "the majority of iPhones sold in the US will have India as their country of origin" in the quarter ending in June. Apple's manufacturing in India and China has been repeatedly scrutinized by President Donald Trump's administration. In May, Trump threatened Cook with a 25% tariff on iPhones if the devices were made in India or elsewhere, in a move to pressure Apple to build its flagship product domestically. Trade experts have said that making iPhones in the US will push their prices higher. Earlier this month, White House trade advisor Peter Navarro said Cook isn't doing enough to move manufacturing out of China. "Going back to the first trump term, Tim Cook has continually asked for more time in order to move his factories out of China," Navarro said on CNBC. "I mean it's the longest-running soap opera in Silicon Valley. My problem with Tim Cook is he never takes the steps to actually do that." While many of Apple's core products, including iPhones and Mac laptops, have received exemptions from Trump's "reciprocal tariffs," officials have warned that it could be a temporary reprieve.
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.
News18
29-07-2025
- Business
- News18
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. Motorola, similar to Apple, has its core manufacturing hub in China, whereas Samsung relies mainly upon producing its smartphones in Vietnam, Chaurasia noted. PTI MBI TRB view comments First Published: July 29, 2025, 15:15 IST Disclaimer: Comments reflect users' views, not News18's. Please keep discussions respectful and constructive. Abusive, defamatory, or illegal comments will be removed. News18 may disable any comment at its discretion. By posting, you agree to our Terms of Use and Privacy Policy.
Yahoo
21-05-2025
- Business
- Yahoo
Best No Deposit Bonus Casino: Raging Bull Slots Casino Picked as the Top US Bonus Site
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