India Could Be Apple and Samsung’s Solution to the Future of Phones

A quarter of all iPhones could be made outside China by 2025 , most likely in India .

India is a rapidly growing market with hundreds of millions of potential customers.

Smartphone penetration percentages are already in the 90s in the West .

Vivo represented 15.8 percent of the Indian phone market in the third quarter of 2024 according to IDC, comfortably overtaking Samsung .

Phone brand Nothing is seeing huge growth in India , driven by sales of its Phone 2(a) London -based company became the fastest-growing phone brand in India earlier this year .

It is also serving as the key manufacturing insurance policy in a time of increasing tensions between China and the West .

Most phone makers don't design their own processors, for a start.

At present, all roads lead to semiconductor manufacturer TSMC when it comes to advanced chipsets.

TSMC established the concept of the modern foundry—of making semiconductor systems designed by others—at its inception in 1987 .

The next few years may test how much the importance of globalized commerce can temper political enmity.