India’s Smartphone Exports to the U.S. See Remarkable Surge
New Delhi: In a striking development amidst prevailing global geopolitical tension and ongoing tariff disputes, India’s smartphone exports to the United States have experienced an astonishing threefold increase year-on-year (YoY), reaching $1.47 billion in October, according to recent government data.
For context, in October of the previous year, India’s smartphone exports to the U.S. amounted to a mere $0.46 billion.
Data reveals that during the fiscal year, smartphone exports to the U.S. have undergone a significant resurgence, totaling $10.78 billion between April and October—up from $3.60 billion during the corresponding timeframe last year.
The upward trend commenced robustly, with exports hitting $1.65 billion in April and $2.29 billion in May. However, a decline was observed mid-year, with figures dropping to $1.99 billion in June, $1.52 billion in July, $0.96 billion in August, and further down to $0.88 billion in September.
This sequential reduction has since stabilized, buoyed by persistent demand. This revival unfolds even in the face of tariff-related uncertainties in the U.S. that could potentially impact pricing strategies and consumer sentiment.
Furthermore, on a year-on-year basis, India’s shipments to the U.S. exhibited a consistent upward trajectory each month.
They rose from $0.66 billion in April last year to $0.76 billion in May, descending to $0.59 billion in June, and further to $0.49 billion in July, $0.39 billion in August, and $0.26 billion in September.
On a global scale, India’s smartphone exports have also seen substantial growth, soaring by 49.35% to $15.95 billion during the April to October 2025 interval, compared to $10.68 billion the preceding year.
Growth rates consistently remained in double digits, highlighted by remarkable increases in May (66.54% to $2.96 billion), June (66.61% to $2.68 billion), and September (82.27% to $1.68 billion), underscoring India’s escalating prominence in global supply chains.
A report published last month by the India Cellular and Electronics Association (ICEA) indicated that India’s smartphone exports exceeded an estimated $1.8 billion in September, reflecting a YoY growth exceeding 95% compared to the same month last year.
Typically, August and September are regarded as low-export months in the mobile phone industry due to production adjustments and seasonal shipment patterns. Nonetheless, the continued strength of exports in September 2025 indicates a robust ecosystem burgeoning within the country.
These impressive export statistics underscore India’s expanding competitiveness within global value chains.
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