India’s Smartphone Exports to the US triples in Oct Despite Global Headwinds

India’s smartphone exports to the US surged in October to 1.47 billion dollars, driving April–October shipments to 10.78 billion dollars despite earlier monthly dips. Global exports also rose 49% to 15.95 billion dollars, reflecting strong demand and India’s expanding role in supply chains. Officials credit incentives, scale efficiencies, and growing vendor ecosystems for sustaining momentum amid tariff uncertainties.

India’s smartphone industry is continuing its strong overseas run, with shipments to the United States posting an impressive jump in October. Government figures show exports to the US climbed to 1.47 billion dollars for the month—more than triple the value recorded during the same period last year, when they stood at 0.46 billion dollars.

This performance contributed to a remarkable surge in cumulative exports for the April–October period. Shipments to the US reached 10.78 billion dollars in the first seven months of the fiscal year, up sharply from 3.60 billion dollars during the corresponding period a year earlier.

The rebound comes after several months of declining monthly numbers. Exports had touched 1.65 billion dollars in April and rose to 2.29 billion dollars in May before slipping to 1.99 billion dollars in June and further softening through July (1.52 billion dollars), August (0.96 billion dollars), and September (0.88 billion dollars). Despite these dips, officials noted that year‑on‑year comparisons remained consistently positive across all months, underscoring the resilience of demand in the US market.

Globally, India’s smartphone export story has been equally robust. Worldwide shipments increased from 10.68 billion dollars to 15.95 billion dollars between April and October 2025—a 49.35% rise. Strong month‑on‑month expansions, particularly in May (up 66.54% to 2.96 billion dollars), June (up 66.61% to 2.68 billion dollars), and September (up 82.27% to 1.68 billion dollars), indicate India’s deepening role in international supply chains.

Officials attribute this momentum to multiple structural strengths, including more competitive scale efficiencies, the maturing of production‑linked incentive programs, a stronger local supplier base, and continued investments from global smartphone manufacturers. These factors, they said, helped India maintain growth even as tariff uncertainties in the US threatened to affect pricing and demand.

The latest data reinforces India’s position as a fast‑rising manufacturing hub, with export performance suggesting that the country’s smartphone sector is becoming increasingly integral to global electronics trade.