44% of smartphones were imported from India in Q2 2025 as tariffs rearrange supply chains

The United States smartphone market is in flux as uncertainty around tariffs continues, with Apple taking a 11% year-on-year shipment decline after strong growth in Q1.
iPhones increasingly are imported from India
Apple and other smartphone makers have reconfigured their supply chains so more devices ship to the United States from India than China. The move could see India being responsible for as much as 25% of global iPhone shipments by 2025.
A report from Canalys reflects these changes in smartphone shipments across Q2 2025. United States smartphone shipments grew by 1% for the quarter, while Apple's iPhone shipments fell by 11% year-on-year to 13.3 million units.Continue Reading on AppleInsider | Discuss on our Forums
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