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Apple Is Moving US iPhone Assembly to India Amid Tariff Turmoil

  • Apple announced on May 1, 2025, that it will source most iPhones sold in the US from Indian assembly facilities to reduce reliance on China.
  • This shift follows US tariffs up to 145% imposed on Chinese imports under the Trump administration, which have increased Apple's production costs and supply chain risks.
  • Apple already moved parts of production to India and Vietnam, with Vietnam set to supply almost all iPads, Macs, Apple Watches, and AirPods sold in the US this quarter.
  • CEO Tim Cook said the tariffs could add $900 million to costs this quarter, assuming no changes, while Apple expects the majority of US iPhones to be made in India soon.
  • The move suggests Apple's broader strategy to diversify manufacturing, mitigate tariff impacts, and sustain supply chain stability amid uncertain China-US trade tensions.
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machash.com broke the news in on Thursday, May 1, 2025.
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