In a seismic shift for global supply chains, India has eclipsed China as the primary source of smartphones imported into the United States, marking a pivotal moment in the reconfiguration of tech manufacturing amid escalating geopolitical tensions. Recent data from research firm Canalys indicates that in the second quarter of 2025, smartphones assembled in India accounted for 44% of U.S. imports, a dramatic leap from just 13% in the same period last year. This surge is largely propelled by Apple Inc.'s aggressive diversification away from China, where production has been hampered by trade disputes and tariffs.