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.

Smartphones assembled in India accounted for 44% of U.S. imports in the second quarter, a significant increase from just 13% in the same period last year.