Yes, China has emerged as cheap raw material supplier of high tech Indian Products in many area. For example, China supplies raw material for Indian Generic drugs. Since China's pharmaceuticals has as much reputation as Chan's human rights record, no country want to buy Chinese medicine including Chinese themselves. India is rapidly expanding the manufacturing and export mobile handset and it is capturing China's market.China is reduced to a component supplier from end product supplier. China's mobile export share to US was 60% a year ago and That of India was 13%. China's share reduced by 35% to 25% and India 's Share increased from 13% to 44%, i.e rise of 31% in one year. So I congratulate China for degradation of end product exporter to component exporter. We launched our two wheelers in Africa and captured over 60% market in just couple of years and made 160 Chinese companies close their shops in Africa. We are doing this in each and every sector. From mobile to space, from two wheelers to Mobile export and from automobile to Pharma. We appreciate China as cheap supplier of active ingredients and components of high tech Indian Products.
Data on Mobile.
Here’s a
current comparison of Indian vs Chinese mobile (smartphone) exports to the United States, focusing on recent trade data and trends (2025 figures):
Mobile Export Trends to the U.S.: India vs China
India’s Rising Mobile Exports
- India has overtaken China in smartphone exports to the U.S. in 2025.
In the April–June 2025 quarter, India’s share of smartphones imported by the U.S. jumped to about 44%, up sharply from around 13% a year earlier. Meanwhile, China’s share fell to about 25% from 61% previously. (The Business Standard)
- Indian smartphone shipments to the U.S. have grown strongly year-on-year, driven in large part by increased manufacturing by firms such as Apple, Foxconn, and other OEMs expanding production bases in India. (CNBC)
- Some data shows that in early periods of 2025 (January–May), India supplied roughly one-third (≈36%) of U.S. smartphone imports, while China’s share dropped significantly. (Business Standard)
- Reports suggest that a vast majority of iPhones assembled in India (e.g., ~97% for certain months) were destined for the U.S. market, highlighting how global supply chains are shifting. (reddit.com)
Key Drivers for India’s Growth
✔ Government incentives like
Make in India and
PLI (Production Linked Incentive) schemes. (
India Brand Equity Foundation)
✔ Major brands diversifying production away from China due to tariffs and geopolitical tensions. (
CNBC)
✔ Expansion of manufacturing capacity and export-oriented facilities.
China’s Mobile Exports to the U.S.
- China used to dominate smartphone exports to the U.S., historically holding a majority share (e.g., over 60%). (mint)
- However, by mid-2025, China’s share shrunk significantly (to around 25% in Q2 2025) as U.S. importers shifted orders to India and other countries like Vietnam. (The Business Standard)
- The decrease reflects trade tensions, tariffs on Chinese imports, and supply chain diversification by global manufacturers. (Reuters)
- Despite this, China remains a major overall exporter of electronics globally and still supplies substantial volumes, though its U.S. share has declined. (Business Standard)
Why This Shift Matters
For India
- Represents a major structural transformation: from importing mobile phones to exporting at global scale. (India Brand Equity Foundation)
- Boosts India’s role in global manufacturing and reduces trade deficit in electronics.
For China
- Indicates pressure from tariffs and evolving global supply chains that are diversifying manufacturing bases beyond China. (Reuters)
Summary
| Aspect | India | China |
|---|
| Share of US smartphone imports (Q2 2025) | ~44%  | ~25% (The Business Standard) |
| Trend | Rapid rise in exports | Declining share |
| Key Drivers | Manufacturing shift, incentives | Trade tensions, tariff impact |
| Future Outlook | Growing exporter to US | Still large but losing share |
If you want
data by value or volume over time (e.g., $ terms annual figures or units), I can fetch specific recent statistics too!