Can India Repeat Its Smartphone Export Triumph in Other Industries?
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Synopsis
Amitabh Kant urges India to leverage its smartphone export success as a blueprint for growth in ten other manufacturing sectors. By partnering with global firms, India can become a vital player in international supply chains, enhancing its role in the global economy. Discover how this strategy could reshape India’s manufacturing landscape.
Key Takeaways
- India achieved a 44% share of US smartphone imports in Q1 FY26.
- Amitabh Kant advocates for expansion into 10 other manufacturing sectors.
- India's smartphone production grew 240% year-on-year.
- Apple's strategy significantly impacts India's manufacturing landscape.
- US smartphone shipments increased by 1% in Q2 2025.
New Delhi, July 30 (NationPress) India should emulate its impressive growth as a significant smartphone exporter in an additional 10 manufacturing sectors by collaborating with international firms and integrating itself into global supply chains, stated Amitabh Kant, Non-Executive Director on the Board of InterGlobe Aviation, this Wednesday.
India represented 44 percent of all smartphones imported into the US during Q1 FY26, a remarkable increase from merely 13 percent in the same timeframe the previous year.
Kant, who has previously served as the G20 Sherpa and CEO of NITI Aayog, shared on the social media platform X that "India’s share of smartphone imports in the USA has surged to 44 percent year-on-year in the last three months until June, compared to 13 percent in the same timeframe last year. It has surpassed China, which saw its share of US smartphone imports drop from 61 percent to 25 percent."
"India must replicate this success in ten other manufacturing sectors by collaborating with global companies and becoming an essential part of global supply chains," he emphasized.
The majority of the reduction in US smartphone shipments assembled in China has been absorbed by India, primarily due to Apple's 'China Plus One' strategy.
The overall volume of 'Made-in-India' smartphones experienced a growth of 240 percent year-on-year. Apple has significantly increased its production capabilities in India over the past few years, dedicating most of its export capacity to meet the demands of the US market so far in 2025.
While Apple has started producing and assembling Pro models of the iPhone 16 series in India, it still relies on existing manufacturing facilities in China for the large-scale supply required for the Pro models in the US.
Samsung and Motorola have also expanded their share of US-targeted supply from India, although their transitions are noticeably slower and smaller compared to Apple's. Motorola, like Apple, maintains its primary manufacturing base in China, while Samsung predominantly manufactures its smartphones in Vietnam.
US smartphone shipments saw a 1 percent increase in Q2 2025 as vendors continued to stock up on device inventories amidst tariff anxieties. The unpredictable outcome of negotiations with China has sped up the reorientation of supply chains.
Apple rapidly built its inventories toward the end of Q1 and aimed to sustain this level in Q2. Samsung raised its inventory stock in Q2, leading to a 38 percent year-on-year growth in shipments, primarily driven by Galaxy A-series devices, according to the report.
Point of View
I see this as a pivotal moment for India. The smartphone export growth is commendable, but replicating this success across various industries requires a well-thought-out strategy. Partnering with global giants can position India as a manufacturing hub, boosting our economy and creating numerous job opportunities. This approach aligns with our national interests and the need for sustainable growth.
NationPress
30/07/2025
Frequently Asked Questions
What sectors should India focus on besides smartphones?
India should target sectors such as electronics, textiles, automotive, pharmaceuticals, and consumer goods for growth similar to smartphones.
Why is the smartphone export growth significant?
The growth signifies India's rising stature in global supply chains, showcasing its potential as a manufacturing hub.
How does Apple's strategy affect India's exports?
Apple's 'China Plus One' strategy has led to increased production in India, directly benefiting India's export figures.
What challenges does India face in manufacturing?
Challenges include the need for advanced technology, skilled workforce, and stable policies to attract foreign investments.
How can India ensure sustainable manufacturing growth?
By forging strategic partnerships with global firms and focusing on innovation and sustainability in manufacturing processes.
