Apple (AAPL) Faces Trump Pushback Over India Manufacturing Shift

8 hours ago 3

Faizan Farooque

Fri, May 16, 2025, 12:55 PM 1 min read

Trump, citing a small occupation with Cook, said helium reminded the Apple main of the company's $500 cardinal U.S. concern pledge and expressed dissatisfaction implicit Apple's ongoing enlargement successful India. Apple presently assembles astir 90% of its iPhones successful China but is readying to displacement astir 25% of that accumulation to India successful the coming years.

Trump besides stated that Apple whitethorn summation its U.S. manufacturing efforts, though helium offered nary details. The president's remarks align with caller White House commercialized measures, including a 26% reciprocal tariff connected Indian imports, temporarily lowered until July. India, successful response, has offered to driblet tariffs wholly connected U.S. goods, Trump said.

Meanwhile, Apple's main Indian assembly partner, Foxconn, received clearance to physique a semiconductor works successful concern with HCL Group. The determination highlights Apple's broader diversification strategy, which includes exploring accumulation successful Vietnam arsenic well.

Experts accidental bringing iPhone manufacturing to the U.S. could effect successful steep terms increases. Estimates spot the outgo of a domestically built iPhone betwixt $1,500 and $3,500. Currently, Apple's lone large U.S.-made hardware is the Mac Pro. The institution besides precocious announced a Texas installation for AI server production.

The unit from Trump introduces governmental and economical hostility into Apple's planetary proviso concatenation strategy, with imaginable implications for some accumulation costs and marketplace positioning.

Investors volition beryllium watching however Apple balances governmental unit with proviso concatenation resilience and whether it makes further concessions toward onshore manufacturing.

This nonfiction archetypal appeared connected GuruFocus.

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