India has overtaken China as the leading exporter of smartphones to the U.S., as Apple continues to shift production in the face of the Trump administration’s tariffs, according to new research released Monday.

Canalys, a global tech market analyst firm, found that 44 percent of U.S. smartphones were manufactured in India in the second quarter of 2025, while just 25 percent were manufactured in China during the same three-month period.

This represents a massive 240 percent jump for India, which produced only 13 percent of American smartphones between April and June of last year, when China commanded 61 percent of the market.

“India became the leading manufacturing hub for smartphones sold in the US for the very........

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