India has surpassed China to become the top supplier of smartphones to the United States in the second quarter of 2025, according to data from Canalys shared by the Press Information Bureau (PIB). India’s contribution to US smartphone imports jumped to 44% in Q2 2025, up significantly from just 13% in the same quarter last year. In contrast, China’s share fell drastically from 61% to 25% during the same period. Analysts credit this remarkable shift to India’s ambitious Make in India drive and the Production Linked Incentive (PLI) scheme, both of which have transformed the electronics sector and strengthened the country’s global manufacturing footprint.
India’s electronics and mobile phone industry has been expanding at a striking pace over the last decade. Between 2014-15 and 2024-25, overall electronics exports climbed from $4.35 billion to $37.47 billion, reflecting the nation’s rapid push into global trade. At the same time, mobile phone production witnessed a sharp rise from $2.06 billion to $62.44 billion.
The surge in exports is especially evident in smartphones, which grew nearly 127 times over the past decade, touching $22.91 billion in 2024-25. The scale of production has also widened drastically, with only two manufacturing facilities operating in 2014-15 compared to around 300 units by 2024-25. Alongside this expansion, India successfully reduced its dependency on imports, which plunged from 75% a decade ago to a negligible 0.02%.
These numbers underline a deeper transformation in India’s manufacturing ecosystem. By building self-reliance, fostering large-scale production, and offering incentives that attract global players, India has positioned itself as a strong alternative to China in the electronics supply chain. With its growing dominance in smartphone exports and increasing trust from international markets, India is steadily emerging as a key global hub for electronics manufacturing and exports.
