The growth of Indian delivers is explained by the fact that Apple has moved the component of labor from China to India against the background of intensifying the trade relations between Beijing and Washington.
India first reached the PRC in terms of supply of smartphones in the American Market in the second quarter of 2025. Reuters reported it.
Thus, in the second quarter of 2025, the smartphone market in the United States grew only 1%, indicated by Canalys data. Suppliers have been reflenished stock in advance against the background of tariff uncertainty, but demand remained lazy.
At the same time, India for the first time has become the main production hub of smartphones for the American market, mainly thanks to Apple, which accelerates the transfer of production from China. Part of the Chinese gathered devices fell from 61% to 25%, while India’s volume – increased by 240% year in the year.
Among the factors are attempts to avoid American duties for Chinese goods and protect the manufacturers’ margin. Low market growth, despite the accumulation of goods in the warehouses, indicates pressure on the purchase of power and gap between delivery and real sales.
It was noted that Apple reduced sales by 11%, up to 13.3 million, while Samsung rose 38%to 8.3 million devices. The sale of Motorola and Google also increased, while TCL recorded a decline of 23%.
Apple aims to import the majority of iPhones sold to the United States at the end of next year, which led to criticism from Donald Trump – he personally asked Apple’s general director Tim Cook to stop developing new factories in India, emphasizing the need to focus on the United States.
During the period from April 2023 to March 2024, Apple raised the iPhone to $ 22 billion in India, which meant production growth of 60% compared to last year.
The main iPhone manufacturer for Apple is investing $ 1.5 billion in labor in India
News from CORRESPONDENT.NET On the telegram and whatsapp. Subscribe to our channels https://t.me/KorresPondentNet and WhatsApp
Source: korrespondent
I’m Liza Grey, an experienced news writer and author at the Buna Times. I specialize in writing about economic issues, with a focus on uncovering stories that have a positive impact on society. With over seven years of experience in the news industry, I am highly knowledgeable about current events and the ways in which they affect our daily lives.