India's Smartphone Exports to US Triple to $1.47 Billion in October Despite Global Tariff Challenges

India's smartphone exports to the United States have shown remarkable growth, tripling year-on-year to reach USD 1.47 billion in October despite ongoing global challenges.

This substantial increase from the previous year's October figure of USD 0.46 billion demonstrates India's strengthening position in the global smartphone supply chain.

During the April-October period of the current fiscal year, cumulative smartphone exports to the US reached an impressive USD 10.78 billion, nearly tripling from USD 3.60 billion during the same period last year.

While monthly shipments had been declining throughout the year, October marked a significant rebound in export volumes.

Export figures started strong at USD 1.65 billion in April and peaked at USD 2.29 billion in May, before experiencing a gradual decline to USD 1.99 billion in June, USD 1.52 billion in July, USD 0.96 billion in August, and USD 0.88 billion in September.

This recent export growth is particularly notable as it occurred despite tariff-related uncertainties that threatened to impact both demand and pricing in the market.

When examining year-on-year performance, India's exports to the US have consistently shown positive growth throughout 2024. Last year's monthly figures were significantly lower: USD 0.66 billion in April, USD 0.76 billion in May, USD 0.59 billion in June, USD 0.49 billion in July, USD 0.39 billion in August, and USD 0.26 billion in September.

India's global smartphone exports have also seen substantial growth, increasing from USD 10.68 billion to USD 15.95 billion during April-October 2025, representing a 49.35 percent expansion in the worldwide market.

The global market consistently demonstrated strong double-digit growth, with exceptional performance in May (66.54 percent increase to USD 2.96 billion), June (66.61 percent rise to USD 2.68 billion), and September (82.27 percent growth to USD 1.68 billion).

This sustained growth signals India's increasing integration into global supply chains and its emerging importance as a manufacturing hub.

According to officials, India's ability to achieve positive growth despite tariff pressures in the US market reflects several strategic advantages: scale efficiencies, improved production-linked incentives, deepening vendor ecosystems, and continued investment from major global smartphone manufacturers.