India leads in smartphone supply in the US, Vietnam ranks 2nd

India led smartphone shipments to the U.S. for the first time in the second quarter of 2025. Vietnam, where Samsung Electronics Co. has most of its manufacturing operations, ranked second.

India has overtaken China as the top source of smartphones in the United States, after Apple Inc. shifted more iPhone assembly to the South Asian nation.

India led smartphone shipments to the US for the first time in Q2 2025, capturing 44% of the market share, according to Canalys data.

Vietnam, where Samsung Electronics Co. has most of its manufacturing, ranked second. China’s share fell to 25% from more than 60% a year ago.

Canalys researchers said the sharp shift comes as Apple ramps up production in India and smartphone makers stock up on inventory amid tariff concerns.

The number of iPhones produced in India more than tripled in the last quarter compared to the same period a year earlier. Shipments to the US fell 11%, due to unusually high shipments for stockpiling purposes at the beginning of the year.

Apple ramped up inventory at the end of Q1 2025 and maintained it through Q2 2025, said Runar Bjorhovde, senior analyst at Canalys.

However, the market grew just 1%, showing sluggish demand amid growing economic pressures.

Apple and other manufacturers are moving production out of China, to countries like India and Vietnam to mitigate risks related to tariffs and geopolitical tensions.

This has drawn criticism from US President Donald Trump, who is pushing companies to move manufacturing to the US.

Apple still makes most of its iPhones in China and has no smartphone manufacturing operations in the US, despite pledging to hire more workers in the US and spending $500 billion domestically over the next four years./.

(TTXVN/Vietnam+)

Source: https://www.vietnamplus.vn/an-do-dung-dau-ve-cung-cap-dien-thoai-thong-minh-tai-my-viet-nam-dung-thu-2-post1052496.vnp