What percentage of US smartphone demand does India now meet?

India now meets approximately 40 percent of the US smartphone demand that was previously supplied by China.

How much in goods has the US shifted from China?

The US has shifted over $80 billion worth of goods from China to alternative suppliers like India and ASEAN economies.

What is China's evolving role in the supply chain?

China's role is evolving to focus on exporting intermediate goods such as semiconductors and batteries to emerging manufacturing hubs like India.

Home / Business and Economy / India Replaces China in US Smartphone Market

India Replaces China in US Smartphone Market

17 Apr

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Summary

India now meets 40% of US smartphone demand previously from China.
US shifted over $80 billion in goods from China to India and ASEAN.
China's role shifts to supplying intermediate goods to new hubs.

India Replaces China in US Smartphone Market

The United States has significantly diversified its sources for goods previously imported from China. India now fulfills approximately 40% of the US smartphone demand that was historically met by China. This redirection of trade, valued at over $80 billion, also involves ASEAN economies taking on a larger share of imports.

This strategic shift accelerated sharply in 2025 due to increased US tariffs and trade restrictions on Chinese goods. While alternative suppliers like India and ASEAN have replaced about two-thirds of the declining imports from China, a gap of roughly $50 billion still remains.