For the first time India has overtaken China as the No. 1 exporter of smartphones to the United States, following Apple’s tariff-driven manufacturing pivot to New Delhi.

India has overtaken China as the leading exporter of smartphones to the U.S., as Apple continues to shift production in the face of the Trump administration’s tariffs, according to new research released Monday.

India has overtaken China to become the top source of smartphones sold in the US, after Apple Inc. shifted to assemble more of its iPhones in the South Asian country.