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India replaces China in US smartphone supply chain capturing 40 percent demand share report
Business
Published on 24 April 2026
McKinsey says the US shifted supply and India won
A McKinsey report says India has become a major smartphone supplier to the United States, covering about 40% of demand that China previously met. The shift highlights how supply chains are being redrawn, with Indian production playing an outsized role in meeting US handset needs. The development could reshape bargaining power for global mobile brands.
- India now supplies about 40% of US smartphone demand
- McKinsey links the shift to China’s reduced share
- The US supply chain is increasingly India-centered
- Production changes may influence future pricing and sourcing
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times