<ul><li>United States smartphone shipments increased by 30% in March as manufacturers rushed to bring new inventory into the country before tariffs were implemented by the Trump administration.</li><li>U.S. smartphone inventories rose by 51% compared to March 2024, with India's share of U.S.-bound smartphone shipments growing from 16% to 26% in the first quarter of 2025.</li><li>Apple, Samsung, and Motorola boosted their shipments from India in response to the tariffs, which helped insulate Apple from immediate pricing impacts in the U.S.</li><li>The U.S. smartphone market saw a 12% growth in the first quarter, with Apple increasing its inventory ahead of the tariffs. Apple plans to source all U.S.-bound iPhones from India by the end of 2026.</li></ul>

Tariffs Drive Smartphone Manufacturers to Boost US Inventory, Shift Sourcing to India

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