A recent analysis by Canalys shows that India has overtaken China as the primary source of smartphones exported to the United States. The growth is a direct result of the ‘Make in India’ program and the government’s PLI scheme, both of which have significantly contributed to the expansion of the electronics manufacturing sector. These initiatives have facilitated India’s progress in areas where it previously lacked a strong manufacturing presence. Between April and June of 2025, smartphones manufactured in India made up 44% of all US smartphone imports, a significant rise from the 13% recorded in the same period in 2024. During this time, China’s share of the US market fell from 61% to 25%. The Ministry of Electronics and Information Technology has reported impressive growth in the electronics and mobile manufacturing sectors between 2014-15 and 2024-25. During this period, exports grew from Rs 38,000 crore to Rs 3.27 lakh crore. Mobile phone production increased from Rs 18,000 crore to Rs 5.45 lakh crore, and mobile exports rose dramatically from Rs 1,500 crore to Rs 2 lakh crore, representing a 127-fold increase. The manufacturing of electronic products also experienced a substantial boost, with production values rising from Rs 1.9 lakh crore in 2014-15 to Rs 11.3 lakh crore in 2024-25, a six-fold increase. The mobile manufacturing sector has also expanded significantly, with the number of production units growing from 2 in 2014-15 to 300 in 2024-25, reflecting a 150-fold increase. This change signals a reduction in India’s reliance on imports. In 2014-15, imports satisfied 75% of the total demand in the Indian market, but this reliance dropped to approximately 0.02% by 2024-25.
