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India overtakes China as biggest smartphone exporter to the United States, report says

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-made devices accounted for 44% of smartphone imports in the US during the second quarter, up sharply from 13% during the same period last year, according to a new report published Monday by research firm Canalys. India’s newfound lead is “largely driven” by US tech giant Apple ( AAPL) accelerating its manufacturing shift to the country, away from China, given the “uncertain trade landscape” between Washington and Beijing, said Canalys principal analyst Sanyam Chaurasia. Trump hopes to fuel a resurgence in US-based manufacturing by hiking tariffs on America’s trading partners, leaving products made in foreign factories more expensive for US consumers.

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