In a significant development for India’s electronics manufacturing sector, the country has overtaken China in smartphone exports to the United States for the first time. According to a recent report by research firm Canalys, India accounted for 44% of smartphone imports into the US during the April–June 2025 quarter, up from just 13% in the same period last year.
In contrast, China’s share in US smartphone imports declined sharply to 25%, compared to 61% in the April–June quarter of 2024.
Industry experts attribute this shift to the impact of India’s Make in India initiative and the Production Linked Incentive (PLI) scheme, which have played a key role in boosting domestic electronics manufacturing and export capacity.
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The report highlights India’s growing importance in the global supply chain for smartphones, particularly as companies seek to diversify production outside of China due to geopolitical and operational considerations.
In a separate note, India’s non-smartphone electronics exports exceeded $14 billion in value in FY 2024-25, accounting for around 36 per cent of the total electronics exports, a report from the Electronics and Computer Software Export Promotion Council (ESC) has said.
The total electronics exports of the country reached $38.57 billion last fiscal, marking a 32.47 per cent year-on-year increase.
Though smartphones account for the majority of exports, several non-smartphone sectors are expanding significantly, including solar panels, telecom equipment, medical electronics, batteries, and digital processing units.
Electronics currently account for 9 per cent of India’s total merchandise exports, up from 6.73 per cent in the previous year, highlighting the sector’s growing importance in the economy.
With the inputs of IANS
