New Delhi: India’s smartphone exports to the United States are on a strong rise again. Fresh government data shows that shipments to the US more than tripled in October 2025, touching USD 1.47 billion. This comes even as the global electronics market faces pricing pressure and tariff concerns. The rebound matters because exports were slipping month after month since May. So many factories and supply chains depend on this business now, especially in states like Tamil Nadu and Uttar Pradesh, where large plants assemble premium phones for international markets.
As per a PTI report, the officials feel this momentum is a signal of confidence in India as a long-term production base. They believe investments and local vendor expansion are starting to pay off.
Smartphone exports rise sharply in October
Exports to the US stood at USD 0.46 billion in October last year. This means the latest jump is more than three-fold. Between April and October this fiscal, exports to the US surged to USD 10.78 billion compared to USD 3.60 billion in the same period last year.
The monthly trend saw a dip mid-year though
• USD 1.65 billion in April
• USD 2.29 billion in May
• USD 1.99 billion in June
• USD 1.52 billion in July
• USD 0.96 billion in August
• USD 0.88 billion in September
• Strong rebound to USD 1.47 billion in October
One official commented that this growth held firm even as tariff uncertainties threatened consumer demand and pricing.
Strong year-on-year growth continues
On a year-ago comparison, every month showed positive growth
• USD 0.66 billion in April last year
• USD 0.76 billion in May 2024
• USD 0.59 billion in June last year
• USD 0.49 billion in July 2024
• USD 0.39 billion in August last year
• USD 0.26 billion in September 2024
This shows Indian manufacturing did not slow down even when export numbers cooled for a while.
India growing its share in the global phone market
It is not just the US. India’s worldwide smartphone exports grew 49.35 percent in April to October 2025. They rose from USD 10.68 billion to USD 15.95 billion. Major jumps came
• May up 66.54 percent to USD 2.96 billion
• June up 66.61 percent to USD 2.68 billion
• September up 82.27 percent to USD 1.68 billion
These are signs that India is getting deeper into global supply chains. Big brands are looking at India for scale and cost advantages, helped by production-linked incentives and a strong component ecosystem that is growing around them.
What is powering the surge
The official cited India’s strategic strengths as the key. They pointed to scale efficiencies, improved support schemes, more vendors joining locally, and steady investments from top smartphone companies.
For a country that once imported almost everything inside a phone, exporting billions of dollars each month is a big shift. You can see that in how many people in the tech parks now work on assembly lines or logistics for exports. It feels like the early stage of something bigger.