India has emerged as a key player in the global smartphone supply chain, now supplying one-third of U.S. smartphone imports, according to recent trade data. This milestone underscores India’s rapid growth as a manufacturing hub, gradually challenging China’s long-standing dominance in the sector.
The shift comes amid heightened U.S.-China trade tensions, which have prompted major smartphone manufacturers to diversify their production bases. Companies like Apple, Samsung, and other global brands have increased their investments in Indian manufacturing plants, leveraging government incentives such as the Production-Linked Incentive (PLI) scheme to expand local production.
Analysts note that India’s rising share in U.S. imports reflects not only strong policy support but also the country’s improving infrastructure and skilled labor pool. Meanwhile, China’s share in U.S. smartphone imports has seen a steady decline due to supply chain disruptions, stricter regulations, and geopolitical headwinds.
With continuous investment in high-end manufacturing capabilities and favorable trade policies, experts predict that India could further increase its share of global smartphone exports, reshaping the electronics supply landscape
