India Sees 3x Jump In US Smartphone Exports In October

India smartphone export

India’s smartphone export story continues to get stronger despite a year marked by global tensions and tariff worries. New government data shows that shipments to the US surged more than three times year-on-year (YoY) to $1.47 billion in October, compared to $0.46 billion in the same month last year.

The US market has been a major driver this year. Between April and October, India exported smartphones worth $10.78 billion to Americaa, up sharply from $3.60 billion a year earlier.

The fiscal began on a high note:

April: $1.65 billion

May: $2.29 billion

But shipments dipped through mid-year as the industry adjusted production cycles:

June: $1.99 billion

July: $1.52 billion

August: $0.96 billion

September: $0.88 billion

October brought some stability back, helped by steady demand even as tariff-related uncertainty in the US kept pricing and sentiment on edge.

Interestingly, even during the slowdown months, India’s YoY numbers stayed strong — rising consistently from $0.66 billion in April 2024 to $0.26 billion in September 2024.

Global Exports Also See Robust Growth

India’s smartphone exports worldwide also delivered a strong show. Shipments grew 49.35% to $15.95 billion in April–October 2025, up from $10.68 billion in the same period of the previous year.

Growth stayed in double digits throughout, with standout spikes in:

• May: up 66.54% to $2.96 billion
• June: up 66.61% to $2.68 billion
• September: up 82.27% to $1.68 billion

These numbers highlight India’s fast-growing role in global tech supply chains.

Industry Data Points to a Strengthening Ecosystem

A recent report by the India Cellular and Electronics Association (ICEA) pegged smartphone exports at $1.8 billion in September, nearly 95% higher YoY.

Typically, August and September are slow months due to factory recalibration and seasonal demand patterns. But exports held up unusually well this year — a sign of the maturing manufacturing ecosystem and deeper integration with global brands.

The strong export performance both to the US and globally shows how quickly India is climbing up the electronics value chain. Despite geopolitical tensions and tariff unpredictability, India’s smartphone exports have held firm, pointing to a sector that is becoming more competitive, more resilient, and more central to global supply networks.