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Industry leaders and trade experts on Sunday welcomed the Donald Trump administration’s move to exempt smartphones, computers, and other electronics from reciprocal tariffs, a decision seen as giving India a clear advantage over China in global electronics exports.
According to a notice issued by US Customs and Border Protection, smartphones and computers are now excluded from both President Trump’s 10% global tariff and the much steeper 145% tariffs imposed on Chinese electronics.
The new tariff policy applies to products entering the US or removed from warehouses as early as April 5.
India, Vietnam Gain Ground Over China
India and Vietnam now enjoy a 20% tariff advantage over China on key electronics such as smartphones, laptops, tablets, and smartwatches.
While India maintains a zero-tariff policy on exports of these products to the US, China still faces a 20% duty. Similarly, Vietnam also benefits from zero tariffs on Samsung and other electronics exported to the American market.
“This is the time to boost capacities,” said Pankaj Mohindroo, Chairman of the India Cellular and Electronics Association (ICEA).
“Now, there will be no extraordinary disruption. The long-term trend against China remains robust.
However, the incredible shock of the last few weeks is a tectonic event, and realignments are bound to happen.”
Exemptions Cover More Than Just Smartphones
Beyond mobile phones and computers, the US has also excluded a broader range of tech components from tariffs.
These include semiconductors, solar cells, and memory cards, offering relief across the entire technology ecosystem.
According to Prabhu Ram, Vice President of Industry Research Group at CyberMedia Research (CMR), the decision delivers much-needed stability.
“The exclusion of smartphones and chips is particularly critical in the context of China tariffs,” he said.
“While this addresses immediate concerns, long-term uncertainty around US-China trade dynamics remains.”
Strategic Moment For India
Industry experts stress that the current global realignment presents a unique opportunity for India to strengthen its role in the electronics manufacturing and export sector.
“As the geopolitical and economic landscape evolves, India must act swiftly,” said Ram. “Strategic use of trade diplomacy, domestic policy shifts, and industrial resilience will be key to maintaining its competitive edge in global trade.”
With tariff advantages now firmly in place, India and Vietnam stand to gain significantly, especially as global tech giants like Apple seek to diversify their supply chains away from China.
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