In a major development of India’s electronic manufacturing industry, the country exported its exports to the United States for the first time with smartphones. India accounts for 44% of smartphone imports to the U.S. in the April-June 2025 quarter, up from 13% in the same period last year, according to a recent report by research firm Canalys.
By comparison, China’s share of smartphone imports in the U.S. fell sharply to 25%, compared with 61% in the April-June 2024 quarter.
Industry experts attribute this shift to the impact of India’s manufacturing schemes and the impact associated with incentives (PLI) schemes that play a key role in improving domestic electronics manufacturing and export capabilities.
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The report highlights the importance of India in the global supply chain of smartphones, especially when companies seek diversified Chinese production due to geopolitical and operational considerations.
In another note, India’s non-smart electronics exports were worth more than USD 14 billion in fiscal 2024-25, accounting for 36% of total electronic exports, according to a report from the Promotion Committee on the Export of Electronics and Computer Software (ESC).
The country’s total electronics exports reached US$38.57 billion in the last fiscal year, marking a year-on-year increase of 32.47%.
Although smartphones account for the majority of exports, several non-smartphone sectors are expanding significantly, including solar panels, telecommunications equipment, medical electronics, batteries and digital processing units.
Electronics currently account for 9% of India’s total commodity exports, up from 6.73% of the previous year, highlighting the importance of the industry in the economy.
With the investment of IANS
