Apple says most US-bound iPhones no longer made in China

Apple says it is shifting accumulation of astir iPhones and different devices to beryllium sold successful the US distant from China, which has been the absorption of President Donald Trump's tariffs.

The bulk of the iPhones bound for the US marketplace successful the coming months volition beryllium made successful India, portion Vietnam volition beryllium a large accumulation hub for items similar iPads and Apple Watches, main enforcement Tim Cook says.

It comes arsenic the exertion elephantine estimated that US import taxes could adhd astir $900m (£677.5m) to its costs successful the existent quarter, contempt Trump's determination to spare cardinal electronics from the caller tariffs.

The Trump medication has repeatedly said it wants Apple to determination accumulation to America.

The estimation comes arsenic firms astir the satellite are scrambling to respond to the immense shifts successful planetary commercialized triggered by Washington's commercialized policies.

On a telephone with investors connected Thursday to sermon the firm's fiscal performance, the Apple brag seemed keen to gully attraction to its investments successful the US.

Mr Cook opened the treatment with a reminder of the company's plans to put $500bn crossed respective US states implicit the adjacent 4 years.

He besides said Apple is shifting its proviso concatenation for US-bound products distant from China, but it is India and Vietnam that are poised to beryllium large beneficiaries of that move.

"We bash expect the bulk of iPhones sold successful US volition person India arsenic their state of origin," Mr Cook said.

Meanwhile, Vietnam volition beryllium the main manufacturing hub "for astir each iPad, Mac, Apple Watch and AirPods merchandise sold successful the US".

China volition stay the state of root for the immense bulk of full products sold extracurricular the US, helium added.

However moving accumulation lines to India volition instrumentality clip and important investment, costing billions of dollars.

Shanti Kelemen, main concern serviceman astatine M&G Wealth, told the BBC's Today programme: "There volition inactive beryllium tariffs that interaction the proviso chains [for Apple] and a outgo to determination them and physique caller factories.

"Apple person said they privation to put $500bn implicit the adjacent fewer years."

Apple shares had plummeted aft Trump announced his medication would levy "reciprocal tariffs" connected products imported to the United States, with the purpose of persuading companies to manufacture much successful the US.

But his medication faced important unit to mean its plans. Shortly aft the tariffs went into effect, it announced that definite electronics, including phones and computers, would beryllium exempted.

For now, commercialized turmoil has near Apple's income unscathed.

The institution said revenues for the archetypal 3 months of the twelvemonth roseate 5% from the aforesaid play past year, to $95.4bn.

Amazon, different tech elephantine whose results were being intimately watched for signs of tariff damage, likewise said income were holding up, rising 8% year-on-year successful its North America e-commerce concern successful the astir caller quarter.

It forecast akin maturation successful the months ahead.

"Obviously nary 1 of america knows precisely wherever tariffs volition settee oregon when," said Amazon brag Andy Jassy, portion noting that the steadfast has emerged from periods of disruption – similar the pandemic – stronger than before.

"We're often capable to upwind challenging conditions amended than others," helium said. "I'm optimistic this could hap again."

The displacement of the iPhone proviso concatenation to India was "impressive" according to Patrick Moorhead, main enforcement of Moor Insights & Strategy.

"This is simply a marked alteration from what [Cook] said a fewer years backmost erstwhile helium said that lone China tin physique iPhones," Mr Moorhead said.

"There is tons of advancement that Apple indispensable amusement present but it's a beauteous bully start," helium said.

Amazon is besides repositioning itself to summation resilience successful the look of the tariffs.

The institution said it moving to marque definite it had a diverseness of sellers and Mr Jassy said helium felt the steadfast was well-positioned for the months ahead, pointing to the firm's standard and its relation supplying mundane essentials.

For now, it said income had not been wounded by the tariff turmoil. If anything, executives said the concern whitethorn person benefited from immoderate customers starting to stockpile.

Overall income jumped 9% to $155.7bn successful the archetypal 3 months of 2025, compared with the aforesaid play past year, portion profits surged much than 60% year-on-year to astir $17bn.