New Delhi
One of the world’s largest tech mandis, America is now being filled with smart devices made by India, not China. According to the latest report by Research firm Canalys, 44% of the smartphone imported in the US in the April-June quarter of 2025 was ‘Made in India’. At the same time, the share of China, which was 61% a year ago, has now fallen to just 25%. This change is not limited to the figures just. This is a sign of a global industrial earthquake.
Compared to 2024, smartphone manufacturing has recorded a record gains of 240% in India. In the same quarter last year, India’s share in the US was only 13%, which has now been more than three times. Not only India, Vietnam has also started sending more smartphones than China in America. In April-June 2025, Vietnam stakes 30% in the US smartphone import, while China now slipped to number three.
Apple’s big step: Store closed in China, attitude towards India
Tech giant Apple has also now indicated that his trust is withdrawing from China. The company has announced that it will shut down the retail store located in Parkland Mall in Dalian city of China from 9 August. This step is not just to close a store. It is a symbol of Apple’s declining investment in China. There are 56 stores of Apple in China, which accounts for more than 10% of its global retail network.
Why is manufacturing shifting?
Canalys chief analyst Sanyam Chaurasia says that the strategy of “diversification” is now being adopted in the global manufacturing chain. Companies do not want to depend on only one country. Especially after tariff war and geopolitical stresses.
According to Electronics Manufacturing specialist Renaud Anjorran (VC, Agilian Technology), “Global companies are now shifting ‘Last Mile Assembly’ to India.” This means that the work which was earlier completed in China, is now being done in India and this is increasing further participation in India’s value chain.
India’s entry into global manufacturing – no one can stop now?
India is no longer a big consumer market, but is emerging as a stratjic manufacturing hub. 240% growth is not a normal figure. It is a clear indication that global companies believe in India- due to infrastructure, labor, policy and political stability. Experts believe that in the coming 2-3 years, India can become the main construction center of mobile and electronic devices not only America, but also for Europe, Middle East and Africa.
