Smartphone shipments surged by 30% YoY in March as manufacturers raced to avoid tariff costs.Shipment contribution from India grew by 10%, while it fell by 4% in China compared to 2024.India could become the primary provider of Apple’s phones if the tariff situation doesn’t clear up before the launch of the iPhone 17.Samsung isn’t as reliant on China for production, but it still may not be able to escape tariffs.