New research from Canalys (now part of Omdia) reveals that United States smartphone shipments grew by 1% in Q2 2025 as vendors continued to frontload device inventories amid tariff concerns. The uncertain outcome of negotiations with China has accelerated supply chain reorientation. The share of US smartphone shipments assembled in China shrank from 61% in Q2 2024 to 25% in Q2 2025. Most of this decline has been picked up by India; the total volume of “Made-in-India” smartphones grew 240% year o...