Apple plans for the source of more iPhone devices from India in an attempt to avoid the head of high definitions Donald Trump It has been imposed on China, according to an article in Wall Street Magazine.
The reported shift to India, which China has close competition and often as a double blow to the Asian economic giant, which has dominated decades in manufacturing decades appleThe pioneering iPhone may end.
Newsweek I arrived at Apple to comment via email.
AP
Context
Trump’s escalating trade war with China has sent Apple to its worst performance for three days in 25 years.
The President announced a 34 percent mutual tariff in China last week, at a 20 percent tax top, in a move that the Trump administration says aims to push the country to take a smuggling of fentanel. China, with its 34 percent revenge tariff, responded to American goods.
On Monday, Trump doubled the definitions, announcing that he will impose a 50 percent tax if China does not raise its tax on American products. If implemented, this would drive us definitions on Chinese imports to a total of 104 percent.
Meanwhile, India was exposed to a 26 percent tariff. Less than the current half of China, who number 54 percent, and a quarter of its final tariffs by 104 percent if Trump continues his threat.
The amount of definitions that you can add to the cost of iPhone
The current definitions can add 54 percent to Chinese goods $ 300 To the cost of $ 550 for iPhone 16 Pro. This model, with 256 GB, currently sells $ 1100. This cost may double to about $ 600 if Trump imposes a 104 percent tariff rate on China.
India’s tariff is likely to add only 26 percent, an estimated $ 150 to the total cost of production and shipping.
Trump has repeatedly suggested that companies can save money and avoid drivers through manufacturing in the United States. But the costs of employment in the United States are much higher than it was in China. Wayne Lam, research analyst at Techinsights, he said magazine The iPhone, which may cost $ 30 to collect in China, will cost about $ 300 to collect in the United States
Apple will still need to import parts of the outside, thus incurring customs tariffs. If every component is made in the United States, the costs will be astronomical.
Apple will have to decide whether to eat the additional cost of definitions or transfer them to customers by increasing the price of their products.
What do you know
Apple was appointed to form about 25 million iPhone devices in India in 2025, according to magazine. About 10 million of them have been set to stay in India in the local market. If Apple sends all Indian iPhone devices to the United States, it may meet about half of its American request this year.
At the end of March, Apple also flew five planes full of iPhone and other products from China and India to store them in the United States in a clear attempt to delay the impact of definitions, Times of India newspaper Reports.
Such short -term efforts may delay the instant price increases for Apple customers, as CEO Tim Cook Trump’s Apple’s Apple tariffs are tried, which was able to achieve during the first president’s term.
But Trump is still optimistic about the definitions of this term and it does not seem to decline despite the strong reaction. If Cook is not able to negotiate on a deal, definitions of Apple’s conversion to manufacturing in India may accelerate.
Apple has transferred some production to India in recent years, where about 14 percent of its “marquee” devices have been manufactured in 2024, according to Bloomberg a report.
A tariff from Trump’s first and former president Joe BidenTechnological restrictions on Chinese companies have prompted a giant technology to diversify their dependence on Chinese manufacturing.
Apple has also faced financial pressure, as the cost of manufacturing through its Foxconn partner, which makes iPhone, Macbooks and other Apple products in China, rises in recent years.
Loss of production partnership with a major company like Apple will be a major blow to Beijing. But the loss to India’s competition will be an additional salt in the wound.
India and China have a complex relationship and are often characterized by regional conflicts and economic tensions. One of the main sources of friction is the conflict over the largely unlimited China -Indian border, which sparked many skirmishes and military approvals, including Clash Galwan Valley Clash in 2020.
Behind the borders, the two countries also participate in a broader competition for the regional influence.
India sees itself as the dominant power in South Asia, while China has deepened its relations with neighboring countries such as Pakistan, Nepal and Sri Lanka through investments and infrastructure. India also sees the increasing presence of China in the Indian Ocean, often called the “Pearl Series”, a strategic attempt to surround it. At the same time, China is the participation of India in the Quartet with the United States, Japan and Australia as a direct counter for its growing global impact.
Aaron Schwartz/father
What people say
Trump, on the social truth: “Yesterday, China issued a 34 % revenge tariff, in addition to the already standard tariff, non -cash drivers, the illegal lawsuit of companies, long -term long -term transactions, although my warning that any country is immediately retaliating and more than that.
The research company was told magazine: “If consumers want the iPhone worth $ 3500, we must make them in New Jersey, Texas or another state.”
What happens after that
It seems unlikely that China will cancel the retaliatory definitions before Trump’s deadline on Tuesday. If he fails to do so, the president threatened to impose a new set of drawings against China on Wednesday.
