Joe Mark / Android Authority
tl; drag
- According to Q2 data, Google has become the fourth largest smartphone ship in the United States.
- Reflective data is being scaped out among US tariff policies to store manufacturers.
- India now provides 44 % of US -bound phones as brands remove production from China due to higher trade risks.
Google has included the top vendors of the US smartphone, which can usually suggest consumers’ interest increases. But these are not normal hours, and the latest data is to work more than the market speed with commercial stress.
According to data from the new Q2 2025 of Canals, the pixel delivery increased by 13 % over the previous year, which took Google’s past TCL and other manufacturers to number fourth behind Motorola, Samsung and Apple. Both Google and TCL are still shown on the market share 3 % due to the goal, but this year Google sent more units, while the total delivery of TCL decreased by about a quarter.
This is all kinds of wins for Google, but there is something that comes in the middle of the industry’s widespread rotation to send devices before the increasing threat of tariffs.
India had 44 % of India’s imports of US smartphone in Q2.
As we have seen in Q1 stats, the brands have expected months before the US import duties have been running for months to store inventory. Apple led the allegation with a massive delivery of Q1, which states that its delivery fell 11 % in Q2 compared to the previous year. Focus on Samsung’s Q2 storage, Fox, increased its US overall by 38 % in the latest report, mainly comprising the Galaxy A series phones. This helped increase its market share, increasing 23 % to 31 %.
Nevertheless, these drops and benefits do not necessarily reflect the demand for consumers – the only different strategies that are changing in a month to move beyond policy changes.
These fluctuations are also promoting an important supply chain shackup. According to canals, only 25 % of US -bound phones were made in China this quarter, which was less than 61 % a year ago. India has taken the most part of the slack, which is now 44 % of all US smartphone imports, which is more than just 13 % last year. Apple represents the biggest change for supply from India, though Motorola and Samsung have also increased their production with Indian facilities.
This is a logical move but is far from the guarantee resolution. The Trump administration has indicated that wherever imported, all non -US -made phones may face 25 % tariff. Nevertheless, manufacturers have assumed that China will be killed much tough than that, with a tariff rate that has fluctuated 145 % to 30 % earlier this year.
In this context, climbing Google’s top four is technically real, but we do not yet know how many of these phones actually want to buy today.
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