China assembled 61% of the smartphones shipped to the US in mid-2024. What percent did it assemble a year later?
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25%
China assembled 25% of the smartphones shipped to the US in the second quarter of 2025, down from 61% a year earlier. India assembled 44%, more than China for the first time, and Vietnam 30%. Indian-made volume grew 240% in a year as Apple moved iPhone assembly there.
China's share of US-bound smartphones fell from 61% to 25% in a year. India now assembles more than China.
Source: Canalys · checked Jul 2025