根据Canalys的研究，印度已成为美国最大的智能手机出口国，超越了中国。今年第二季度，印度组装并出口到美国的智能手机数量激增，占美国进口总量的44%，比去年同期增长了240%。与此同时，中国对美出口份额从去年的61%下降到25%，甚至低于越南的30%。分析指出，中国出口下滑的原因包括关税担忧以及供应链的重定向，尽管苹果等科技巨头已将部分供应链转移至印度，但仍依赖中国。摩托罗拉和三星等公司也增加了从印度的供应比例。美国总统特朗普一直推动科技公司将制造业迁回美国，并明确表示希望iPhone在美国本土生产。

📈 印度智能手机出口美国激增，成为最大供应商：数据显示，印度组装并出口到美国的智能手机数量在今年第二季度占美国进口总量的44%，较去年同期增长了240%，成功超越中国成为美国最大的智能手机出口国。

📉 中国对美出口份额大幅下滑：与此同时，中国对美国智能手机出口的份额从去年的61%萎缩至25%，甚至低于越南的30%，反映出中国在全球智能手机供应链中的地位正在发生变化。

🔗 供应链重定向与关税是主因：分析认为，中国智能手机出口下滑的主要原因在于美国加征关税以及“加速的供应链重定向”政策，科技公司如苹果正逐步将供应链转移至印度等国家，以应对贸易摩擦和不确定性。

🇺🇸 美国政策推动本土制造：美国总统特朗普持续推动科技公司将制造业迁回美国本土，并明确表达了希望iPhone在美国生产的期望，这进一步影响了全球智能手机的生产和出口格局。

India is now the top exporter of smartphones to the U.S., overtaking China in the race, according to research firm Canalys.

The number of smartphones assembled in India and imported to the U.S. skyrocketed this year, accounting for 44 percent of phones imported to the U.S. in the second quarter of 2025. The total volume of smartphones made in India increased by 240 percent from last year.

Meanwhile, China's smartphone exports to the U.S. shrank from 61 percent last year to just 25 percent of total U.S. imports by June. This is lower than that of Vietnam, which is now responsible for 30 percent of phone imports to the country.

China's exports to the U.S. are slipping amid tariff concerns and "accelerated supply chain reorientation" after uncertain negotiations between the two countries, according to Canalys. Tech giants like Apple largely shifted their supply chain to India, while "still dependent on established manufacturing bases in China," said Canalys analyst Sanyam Chaurasia. Companies including Motorola and Samsung have also increased their share of U.S. supplies from India.

Exports from China have been under increasing threat since the U.S. imposed high tariffs on the country (tariffs that were heightened, paused in May, and generally left global markets in a state of uncertainty). The two countries have resumed trade talks in Stockholm this week. Meanwhile, a tariff simulator has just predicted that China-made exports to the U.S. could fall by $485 billion between now and 2027.

President Donald Trump has been pushing tech companies to move manufacturing to the U.S., as his tariffs have swept through the global economy in recent months. In May, the President took to Truth Social to inform Apple's Tim Cook that he expects iPhones to be manufactured and built in the United States – "not India, or anyplace else."