India is rapidly strengthening its position in the global electronics trade, now supplying about 40 percent of smartphones imported by the United States that were previously sourced from China.According to a recent report by McKinsey & Company cited by ANI, the United States is actively diversifying its import sources and has replaced nearly two-thirds of the goods previously sourced from China, worth more than $80 billion. India and ASEAN economies have played an important role in this transformation.“For example, India has increased smartphone exports to the United States to the tune of nearly 40 percent of China’s supply,” the report said.India’s growth in smartphone exports has been particularly notable, with shipments to the US rising rapidly despite a long geographical distance of nearly 13,000 kilometres. This reflects the country’s growing role in the global electronics manufacturing and supply chain.The report also highlights that ASEAN economies have replaced nearly two-thirds of US laptop imports that previously came from China, pointing to a broader shift in manufacturing bases across Asia.It said global trade remained resilient in 2025 despite recession concerns. Both US imports and Chinese exports reached new highs during the year, while overall global trade grew faster than the global economy.Among emerging economies, India has been a leader in expanding trade in various sectors. However, while total exports remained largely unchanged, smartphones were a major exception and drove export growth.The report said changes in trade patterns are being driven by domestic priorities and geopolitical realignment. Advanced economies and China are increasingly shifting trade away from geopolitically distant partners, while emerging economies such as India continue to expand trade across markets.It also pointed to changes in other areas. ASEAN strengthened its position as a manufacturing hub by importing more inputs from China and exporting finished goods to the United States. Brazil increased commodity exports to China, replacing goods that China previously took from the United States.