For the first time India has overtaken China as the No. 1 exporter of smartphones to the United States, following Apple’s tariff-driven manufacturing pivot to New Delhi.
India-made devices accounted for 44 percent of smartphone imports in the US during the second quarter, up sharply from 13 percent during the same period last year, according to a new report published Monday by research firm Canalys.
The total volume of smartphones made in India jumped 240 percent year-over-year, Canalys wrote
India’s newfound lead is “largely driven” by US tech giant Apple (AAPL) accelerating its manufacturing shift to the country, away from China, given the “uncertain trade landscape” between Washington and Beijing, said Canalys principal analyst Sanyam Chaurasia.
