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Reading: India ought to replicate smartphone export success throughout industries: Amitabh Kant
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StockWaves > Business > India ought to replicate smartphone export success throughout industries: Amitabh Kant
Business

India ought to replicate smartphone export success throughout industries: Amitabh Kant

StockWaves By StockWaves Last updated: July 30, 2025 3 Min Read
India ought to replicate smartphone export success throughout industries: Amitabh Kant
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India should replicate its success in turning into a significant smartphone exporter in 10 different manufacturing sectors by partnering with international firms and turning into an integral a part of the worldwide provide chains, stated Amitabh Kant, Non-Govt Director on the Board of InterGlobe Aviation, on Wednesday. India accounted for 44 per cent of all smartphones imported into the US in q1 FY26, an enormous leap from simply 13 per cent in the identical interval final 12 months.

Kant, former G20 Sherpa and Chief Govt Officer (CEO), NITI Aayog, wrote on social media platform X that “India’s share of smartphone imports within the USA has jumped 44 per cent YoY within the final three months until June as in comparison with 13 per cent in the identical interval final 12 months. It has overtaken China, whose share in US imports of smartphones has fallen from 61 per cent to 25 per cent.”

“India wants to duplicate this story in ten different manufacturing sectors by tying up with international firms and turning into an integral a part of international provide chains,” he added.

Many of the decline in US smartphone shipments assembled in China has been picked up by India, primarily as a consequence of Apple’s ‘China Plus One’ technique.

The entire quantity of “Made-in-India” smartphones grew 240 per cent 12 months on 12 months. Apple has scaled up its manufacturing capability in India during the last a number of years and has devoted most of its export capability in India to provide the US market thus far in 2025.

Although Apple has begun manufacturing and assembling Professional fashions of the iPhone 16 collection in India, it’s nonetheless depending on established manufacturing bases in China for the scaled provide wanted for Professional fashions within the US.

Samsung and Motorola have additionally elevated their share of US-targeted provide from India, though their shifts are considerably slower and smaller in scale than Apple’s. Motorola, just like Apple, has its core manufacturing hub in China, whereas Samsung depends primarily upon producing its smartphones in Vietnam.

The US smartphone shipments grew by 1 per cent in Q2 2025 as distributors continued to frontload system inventories amid tariff considerations. The unsure final result of negotiations with China has accelerated provide chain reorientation.

Apple constructed up its inventories quickly towards the top of Q1 and sought to take care of this degree in Q2. Samsung scaled up its stock inventory in Q2, boosting its shipments to develop 38 per cent 12 months on 12 months, predominantly pushed by Galaxy A-series units, stated the report.

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