India has overtaken China in smartphone exports to the United States, marking a major milestone in the country’s manufacturing journey, according to research firm Canalys.
The report credited government initiatives such as Make in India and the Production Linked Incentive (PLI) for reshaping the electronics sector.
“As a result of schemes like Make in India and PLI, India is moving at a new pace in industrial sectors where it was never previously considered a key manufacturer,” the report stated.
Between April and June 2025, India accounted for 44% of smartphone imports to the US, a sharp rise from 13% in the same quarter of 2024. Meanwhile, China’s share dropped from 61% to 25% during the same period.
This surge reflects a decade-long transformation of India’s electronics industry, driven by policy support, investment in infrastructure, and incentives for local manufacturing.
The Ministry of Electronics & IT highlighted that between 2014-15 and 2024-25:
The overall production of electronic goods increased sixfold, from ₹1.9 lakh crore to ₹11.3 lakh crore, while the number of mobile production units expanded from just two in 2014-15 to 300 in 2024-25.
India has drastically reduced its reliance on imported phones. In 2014-15, imports accounted for 75% of total demand. By 2024-25, this figure had fallen to a mere 0.02%, highlighting the growth of a self-reliant manufacturing ecosystem.
The report underscores that India’s electronics and mobile manufacturing sector is now a key global player, positioning the country as a major exporter to the world’s largest smartphone market.
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