On Friday, President Donald Trump threatened 25 % of the customs tariff on Apple unless the company transferred the manufacture of iPhonemang to the United States, saying that he rejects the company’s decision to transfer part of the supply chain to India.
“I have learned a long time ago [CEO] “Tim Cook of Apple, I expect their iPhone to be sold in the United States of America will be sold and built in the United States, not India, or anywhere else.”
However, the analysts in the industry, the transfer of the United States to the Apple supplier chain is very unlikely.
In theory, the United States can host the final assembly of Apple products such as iPhone, but it will even take several years and lead to the high prices of shoppers, who may then resort to cheaper alternatives, some analysts said.
“Everything is possible, provided that you have a long time timetable enough and do not care about profitability,” Avc Grengart, the lead analyst at the Tecsponential Research Company, told ABC News.
“It is an incredibly global supply chain. If you want to transfer it to the United States, you are talking about many years, and perhaps contracts,” Grengart added.
Last month, Trump exempted phones, computers and chips from the so -called “mutual definitions” imposed on Chinese Chinese goods, which at that time reached 125 % tax. This step also excluded such products from a 10 % tariff on the plane imposed on almost all imports.
Policy change provides great cost savings for Apple, which produces about 90 % of its smartphones in China.
“I am talking to Tim Cook. Tim Cook recently helped, and this work is all,” Trump told reporters at the Oval Office days after the exemption.
Last week, Trump has temporarily cut off mutual aesthetics on China from 125 % to 10 % as the United States and China held trade negotiations. China still faces a 20 % tariff for its role in the fentanel trade, which reaches the total fees on Chinese goods to 30 %.
In a profit call earlier this month, Cook said that the company had transformed the production of iPhone devices sold in the United States to India as a way to avoid high tariffs.
“The majority of the iPhone devices sold in the United States will have India as their original country,” Cook said.
President Donald J. Trump on the stage while he was touring the air base in Audid, May 15, 2025, in Doha, Qatar.
McNamee/Getty Images victory
However, the Minister of Commerce Howard Lootnick this month said in an interview with Fox News that Trump’s vision of the entry of the “Golden Age” of America is participating in the temptation of manufacturers to open factories and construction in the United States. He explained that the definitions play in this strategy.
He said that the idea is “re -manufacturing, construction here, and that these people who are building here do not pay any tariff.”
He said in the interview on May 11: “We will get huge jobs in manufacturing. I have heard that the president is talking about trillions and trillions of factories that are built in America. These are construction functions, and after that these products will not be a tariff for them,” he said in the interview on May 11.
Cook noticed that the company is already making some components in the United States.
“During the year 2025, we expect more than 19 billion dusts from dozens of states, including tens of millions of advanced chips that are made in Arizona this year. We are also the source of the glass used in iPhone from an American company.” “Tell us all, we have more than 9000 suppliers in the United States in all fifty states.”
However, the US-based manufacturing is a small share of the company’s supply chain-and any large expansion will take years and hold great costs.
Last month, Dan Evs, the administrative manager of stock research at Wedbush Investment Company that tracks the technology industry, said last month that it will take three years and cost 30 billion dollars to transport Apple 10 % of its supply chain to the United States. The price of the US -making iPhone may rise to $ 3500.
“Prices will move significantly, it is difficult to understand,” Evis added, describing the concept of the United States’s iPhone as “amazing.”
Wamsei Mohan, Bank of America for Securities, said that the price of the iPhone 16 Pro jumps on its own, due to the US employment expenses. Such a price height, which excludes for example the additional cost of building the factory, will reach a smartphone of $ 999 to about $ 1250.
Ben Bagarin, an analyst at the Creative Research Company, told ABC News that a small share of consumers will buy the United States iphone even after a significant price rise, but the “vast majority” will choose cheaper alternatives.
Pagyin said that upward pressure on prices as a result of the high costs of employment in the United States would make local manufacturing almost impossible, offering Apple to a dilemma.
“Production will never happen in the United States – unless we have an absolute and fully conference collection, which completely defeats this purpose because humans will not do jobs.”
