Apple’s India Shift Makes Most U.S. Phones Now Made Outside China
India has overtaken China as the leading source of smartphones sold in the U.S., driven by Apple’s ongoing efforts to diversify its manufacturing. Data from Counterpoint Research shows over 50% of smartphones sold in the U.S. in Q2 2025 were assembled in India. Apple has expanded its production partnerships with Foxconn and Tata Electronics in India, minimizing reliance on China amid geopolitical tensions and trade risks. The shift also reflects broader supply-chain restructuring across the tech industry.
This marks a major realignment in global electronics manufacturing and signals the growing strategic importance of India in the tech supply chain.
About the Author
