India emerges as top smartphone supplier to US, pips China: Canalys

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.