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India has surpassed China to become the top supplier of smartphones to the United States, according to data from research firm Canalys. In Q2 2025, 44 percent of smartphone shipments to the U.S. were from India, while 30 percent were from Vietnam and 25 percent from China. This marks a major shift from the same period one year earlier, when China had accounted for the lion’s share at 61 percent, followed by Vietnam at 24 percent and India at just 13 percent. The total volume of smartphones manufactured in India rose by 240 percent in Q2 year-on-year.
That is a surprise.
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