India has emerged as a dominant force in the US smartphone market, now accounting for nearly 40 per cent of the volume previously supplied by China, as Washington actively diversifies its electronics import sources.
In a landmark shift for global electronics trade, India has firmly established itself as a leading supplier in the Western smartphone market. According to findings published by McKinsey & Company, India now accounts for roughly 40 per cent of the smartphone volume, previously imported by the United States from China, showcasing a development that highlights the dynamics of the ongoing trade realignment between Washington and Beijing.
The United States has redirected more than $80 billion in trade value away from Chinese sources, successfully replacing nearly two-thirds of those imports, through diversified partnerships. Among the nations stepping in, India and the ASEAN economies have proven to be the most consequential contributors. While India has anchored the smartphone segment, ASEAN nations have emerged as the primary alternative for laptop supply chains that were once dominated by Chinese manufacturers.
US imports of smartphones from India surged by approximately $15 billion, while imports from China fell by around $18 billion. Bridging a geographic gap of around 13,000 kilometres, India has recorded a sharp rise in smartphone shipments to the United States, reflecting its increasingly pivotal role in reshaping global electronics manufacturing and supply chains.
