Apple analyst Ming-Chi Kuo suggests that Apple would be more financially viable to absorb a 25% import tariff on iPhones than to relocate its assembly operations to the U.S.
Kuo's analysis highlights the complexity of Apple's manufacturing infrastructure, deeply rooted in Asia, making it challenging to replicate the efficiency in the U.S.
Apple reportedly plans to shift a majority of iPhone production for the U.S. market to India by 2026, investing in Indian factories to meet production demands.
President Trump's call for Apple to manufacture iPhones in the U.S. or face a 25% tariff could significantly impact iPhone prices, with estimates suggesting a possible $3,500 per-unit cost increase.