EXPORTS of smartphones from India to the US via airfreight have grown rapidly since the start of the year, while volumes from China have been trending downwards.
Research from consultant Aevean shows that India's recent market share gains mean it has now overtaken China to become the largest exporter of smartphones to the US by air, reports London's Air Cargo News.
Aevean figures show that in December, the volume of smartphones being exported out of China began to decline from the 6,000 tonnes per month recorded in November to just under 5,000 tonnes.
The decline continued over the following months - other than a pre-tariff front-loading boost in March - and by April had declined to around 1,000 tonnes per month.
In contrast, India has seen its smartphone exports by air increase from around 500 tonnes per month in November to just under 2,000 tonnes per month in April.
According to the Economic Times of India, Chinese smartphone companies have been switching production to India as a result of government encouragement, changing strategies and geopolitical factors.
Government encouragement includes the launch of the Production Linked Incentive scheme. These schemes helped smartphones become India's largest export item last year.
Major manufacturers such as Samsung and Apple have been ramping up smartphone production in India over the last year.
The figures are also one example of how the US tariff war on China has affected the air cargo market in recent months, with companies looking to move some production away from China.
The move of manufacturing to India has not escaped the notice of Mr Trump, however. In May, the US president threatened smartphone manufacturers with tariffs of 25 per cent for phones built outside the US in response to the move of production to places like India.
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Research from consultant Aevean shows that India's recent market share gains mean it has now overtaken China to become the largest exporter of smartphones to the US by air, reports London's Air Cargo News.
Aevean figures show that in December, the volume of smartphones being exported out of China began to decline from the 6,000 tonnes per month recorded in November to just under 5,000 tonnes.
The decline continued over the following months - other than a pre-tariff front-loading boost in March - and by April had declined to around 1,000 tonnes per month.
In contrast, India has seen its smartphone exports by air increase from around 500 tonnes per month in November to just under 2,000 tonnes per month in April.
According to the Economic Times of India, Chinese smartphone companies have been switching production to India as a result of government encouragement, changing strategies and geopolitical factors.
Government encouragement includes the launch of the Production Linked Incentive scheme. These schemes helped smartphones become India's largest export item last year.
Major manufacturers such as Samsung and Apple have been ramping up smartphone production in India over the last year.
The figures are also one example of how the US tariff war on China has affected the air cargo market in recent months, with companies looking to move some production away from China.
The move of manufacturing to India has not escaped the notice of Mr Trump, however. In May, the US president threatened smartphone manufacturers with tariffs of 25 per cent for phones built outside the US in response to the move of production to places like India.
SeaNews Turkey
