India-made smartphones surpass Chinese shipments to U.S.
Workers combine smartphones on January 28, 2021 at the Dixon Technologies Padget Electronics PVT factory in Uttar Pradesh, India.
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According to Canalys, India passed China to become the best exporter of smartphones to the USA. projection The change in the production supply chain moved away from Beijing in the midst of tariff -fuel uncertainty.
The smartphones collected in India have made 44% of US imports in the second quarter, and a significant increase in only 13% in the same period last year. Canalys said that total smartphones in India increased by 240% compared to the previous year.
In contrast, the channel data released on Monday fell to 25% in the quarter of the quarter of the Chinese smartphone exports to the United States. Vietnam’s share of smartphone exports to the United States was higher than China.
The increase in posts from India is primarily AppleCanalys’ chief analyst Sanyam Chaurasia changed towards the country at a time when the trade uncertainty between the United States and China increased. India exported more smartphones to the United States than China.
There is Apple reported In the next few years, in order to produce about one quarter of all iPhones in the country, it is accelerating its plans to make most of its iPhones sold in the USA in India this year.
Trump threatened Apple with additional tariffs and called on the company’s CEO Tim Cook to make iPhones in Turkey, he said it would be almost impossible because experts would raise iPhone prices.
Although most of the core products, including Apple’s iPhones and Mac laptops, have received exemptions from Trump’s “mutual tariffs”, the authorities warned that this can be temporarily revived.
Global peers, Samsung Electronic And MotorolaAccording to Canalys, although the shifts are significantly slower and scale compared to Apple, they are trying to move the assembly to India for smartphones connected to the United States.
Last mile parliament
Renauld Anjoran, CEO of Aginian Technology, an electronic manufacturer in China, said that many global manufacturers have allocated more capacity in the South Asian country to serve the US market of many global manufacturers.
The Guangdong -based company is renewing a facility in India, which plans to move some of its production to the country. “The plan for India is moving as fast as possible, Anjoran said. The company expects to start trial production just before it rises to full -scale production.
Although posts representing the number of devices sent to retailers do not reflect the final sales, it is a proxy for market request.
In general, iPhone posts decreased by 11% per year and fell to 13.3 million in the second quarter and reversed 25% in the previous quarter.
Shares Apple This year, it fell by 14% this year due to its exposure to tariff uncertainty and concerns about the intensified competition in the artificial intelligence sector.
While Canalys begins to bring together the company’s iPhone 16 Pro models in India, it is still greatly relying on China’s more mature production infrastructure to meet the US demand for the premium model.
In April, Trump introduced a 26% tariff from India for imports, at that time much lower than three -digit tariffs in China, and he paused these tasks until August 1st.
– Arjun Kharpal from CNBC contributed to this story.
