Latest news with #India-made
CNN
15 hours ago
- Business
- CNN
India overtakes China as biggest smartphone exporter to the United States, report says
Tech giants Asia China IndiaFacebookTweetLink Follow 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% of smartphone imports in the US during the second quarter, up sharply from 13% 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% year-over-year, Canalys wrote. Meanwhile, the share of the devices exported to the US that were assembled in China fell to just 25%. That marks a significant decline from the 61% share China logged during the same quarter a year ago — and it means China has dropped all the way to third place, behind Vietnam. 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. 'Apple has scaled up its production capacity in India over the last several years… and has opted to dedicate most of its export capacity in India to supply the US market so far in 2025,' he wrote. That said, Apple is still 'dependent' on its established manufacturing bases in China, Chaurasia noted. Smartphones and other electronics containing semiconductors are exempt from US President Donald Trump's so-called reciprocal tariffs, sparing China-made iPhones from the harshest levies. But Apple CEO Tim Cook said in May that these devices still faced a minimum 20% tariff. At the time, Cook said that he expected that 'the majority of iPhones sold in the US will have India as their country of origin.' Trump hopes to fuel a resurgence in US-based manufacturing by hiking tariffs on America's trading partners, leaving products made in foreign factories more expensive for US consumers. China has arguably taken the biggest hit. Earlier this year, Trump imposed a whopping 145% overall tariff on China, prompting Beijing to retaliate with its own 125% across-the-board levy on US goods. Both sides agreed in May to drastically roll back 'reciprocal' tariffs for a 90-day period. US and Chinese trade negotiators are meeting in Sweden this week for talks aimed at extending that truce, which could allow time to hammer out a lasting deal. But despite the recent détente, months of Trump's rollercoaster on-and-off tariffs have encouraged manufacturers to look beyond China. It extends a longer-running trend of companies attempting to diversify their supply chains away from China, the world's second-largest economy. In recent years, fast-growing Asian economies like Vietnam and India have emerged as alternative locations for manufacturers as ties between Beijing and the West have frayed. During the pandemic, too, China's strict zero-Covid policy scrambled global supply chains and highlighted the risks of concentrating production in a single location. 'The uncertain outcome of negotiations with China has accelerated supply chain reorientation,' analysts at Canalys wrote in their report. Lisa Eadicicco, John Liu, Nectar Gan and Auzinea Bacon contributed reporting.
&w=3840&q=100)
Business Standard
20 hours ago
- Business
- Business Standard
India overtakes China to become world's top smartphone maker for the US
India has overtaken China to become the leading exporter of smartphone devices sold in the United States, driven by Apple Inc's decision to scale up iPhone assembly in the country. Shipments from India accounted for 44 per cent of the US market in the quarter ending June 2025, according to data from Canalys. Vietnam, home to most of Samsung Electronics Co's production, ranked second. In contrast, China's share of estimated shipments plummeted from over 60 per cent a year ago to just 25 per cent. Apple's India manufacturing push The shift is a result of Apple increasing its manufacturing capacity in India, alongside broader efforts by smartphone makers to 'frontload device inventories amid tariff concerns,' Canalys researchers wrote. The number of smartphones manufactured in India more than tripled compared to the same period last year. Although Apple's iPhone shipments to the US fell by 11 per cent, this decline was attributed to earlier-than-usual bulk shipments. India-made iPhone output rises to $22 bn Apple assembled iPhones worth $22 billion in India in the 12 months ending March, marking a nearly 60 per cent rise from the previous year. Most of these devices were produced at Foxconn Technology Group's facility. Tata Group's electronics arm, which recently acquired Wistron Corp and oversees Pegatron Corp's operations, has also become a major supplier. Trump seeks manufacturing jobs in US Apple and other technology companies have been gradually moving production away from China to reduce risks associated with tariffs and rising geopolitical tensions. India and Vietnam have become prominent alternatives in this strategy. This shift has drawn criticism from US President Donald Trump, who has been urging firms to bring manufacturing jobs back to the United States. Despite its global diversification, Apple continues to manufacture most of its iPhones in China and has no smartphone production in the US. However, the company has committed to hiring more domestically and investing $500 billion in the US over the next four years. China disrupts Apple's India expansion efforts Apple's shift towards India has not gone unnoticed by Chinese authorities. The Chinese government has reportedly taken steps to undermine Apple's competitive advantage abroad. Around a year ago, it delayed approvals for machinery Apple needed to import for iPhone production in India. In a more recent move, Chinese Customs indefinitely withheld machines required for retrofitting assembly lines to manufacture the forthcoming iPhone 17. Additionally, Beijing pressured Foxconn to withdraw over 300 Chinese engineers and technicians from its facilities in India. These experts were initially deployed to assist with technology transfer and worker training.
Mint
a day ago
- Business
- Mint
India now makes 44% of all smartphones shipped to US, thanks to Apple
Amid uncertainty over tariff negotiations with China, there has been a significant rise in 'Made in India' smartphones exported to the US. According to a new report by Canalys, the share of US smartphone shipments assembled in China declined significantly from 61% in Q2 2024 to 25% in Q2 2025. Meanwhile, the report also notes a sharp rise in India-made smartphone shipments to the US, registering a 240% year-on-year growth and now accounting for 44% of total shipments imported into the country, up from just 13% a year earlier. Sanyam Chaurasia, Principal Analyst at Canalys, attributed the rise in Made-in-India smartphone exports largely to Apple's accelerated supply chain shift to the country. 'India became the leading manufacturing hub for smartphones sold in the US for the very first time in Q2 2025, largely driven by Apple's accelerated supply chain shift to India amid an uncertain trade landscape between the US and China,' Chaurasia said in a blog post. 'Apple has scaled up its production capacity in India over the last several years as part of its 'China Plus One' strategy and has opted to dedicate most of its export capacity in India to supply the US market so far in 2025. Apple has begun manufacturing and assembling Pro models of the iPhone 16 series in India but is still dependent on established manufacturing bases in China for the scaled supply needed for Pro models in the US,' he added. Chaurasia further noted that Samsung and Motorola have also increased their share of US-targeted supply from India, although their moves are significantly slower and smaller in scale compared to Apple's. Notably, Motorola still has its main manufacturing hub in China, while Samsung mostly relies on Vietnam for smartphone production. Apple has been gradually increasing iPhone production in India over the past few years, but the company is now looking to scale it up even more amid growing uncertainty over China tariffs under the current US administration. Previous reports have indicated that Apple plans to import most of its iPhones for the US market from India by the end of next year. That would require production in India to rise from the current 40 million units to 80 million units.
Time of India
a day ago
- Business
- Time of India
India tops US smartphone supply in June quarter as Apple shifts from China
India has emerged as the top supplier of smartphones to the US, primarily due to Apple's strategic shift of manufacturing from China amidst trade uncertainties. This transition led to a significant decrease in US smartphone shipments assembled in China, with India capturing a substantial portion of that decline. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads India became the leading supplier of smartphones sold in the United States for the first time, in the June quarter, largely driven by Apple's accelerated shift of its manufacturing activities to India from China amidst tariff uncertainties, research firm Canalys uncertain outcome of negotiations between Washington and Beijing over a trade deal has accelerated the supply chain reorientation, it share of US smartphone shipments assembled in China shrank from 61% in Q2 2024 to 25% in Q2 of this decline was captured by total volume of India-made smartphones to the US grew 240% on-year, accounting for 44% of shipments imported into the US in Q2 2025, up from 13% of the total smartphone shipments a year research firm said US smartphone shipments grew 1% on-year in the June quarter as vendors continued to frontload inventories amid tariff concerns.'India became the leading manufacturing hub for smartphones sold in the US for the very first time in Q2 2025, largely driven by Apple's accelerated supply chain shift to India amid an uncertain trade landscape between the US and China,' said Sanyam Chaurasia, principal analyst at added that while Apple has scaled up its supply from India as part of its China Plus One strategy , and even manufacturing and exporting the more complex Pro models from India, it is still dependent on manufacturing bases in China for scaled supply of its Pro models to the the base models, however, India became the largest supplier to the US in the June quarter. Apple has opted to dedicate most of its export capacity in India to supply to the US market in and Motorola have also scaled up supply from India, although their shifts are significantly slower and smaller in scale than Apple's."Motorola, similar to Apple, has its core manufacturing hub in China, whereas Samsung relies mainly on producing its smartphones in Vietnam,' Chaurasia to data from Canalys, iPhone exports from India to the US peaked in March ahead of the Trump administration's announcement of reciprocal tariffs on its trade partners, which eventually got deferred to Cupertino-based company exported 97.6% of all iPhone exports in March to the US, up from 81.9% in the three months to February, according to S&P Global Market Intelligence. Exports ramped up 219% in March as the company looked to preempt higher tariffs on imports from (Hon Hai), and Tata Electronics are the leading manufacturers of iPhones in India, while Samsung has its own factory and Motorola exports to the US through its contract manufacturer, Dixon Technologies
News18
2 days ago
- Automotive
- News18
Mahindra BE 6 Becomes First India-Made Electric SUV To Conquer London E-Prix Track
Mahindra recently achieved a significant milestone as Mahindra BE 6, a born-electric SUV from the company's upcoming BE series, made its public dynamic debut. But it was not just an ordinary one, as it became the first India-made electric SUV to scale the London E-prix circuit. Taking to Instagram, the company shared a series of pictures of the BE6 running on the track. The post caption reads, 'Yes! That's the Mahindra #BE6 unleashing its Unlimit Performance at the London Formula E E-prix in collaboration with #MahindraRacing."
