Apple's iPhone shipments from India to the US experienced a remarkable 76% increase in April, reaching approximately 3 million units, while exports from China plummeted by 76%. This shift is seen as a strategic move to mitigate the impact of tariffs imposed by President Trump. However, this transition has sparked conflict with both the US administration and the Chinese government, raising concerns about future growth potential in India. Analysts believe that a full manufacturing transition to the US could take 5-10 years and significantly raise prices, making it impractical.
Shipments of iPhones from India to the US jumped 76% in April from the year before, reaching roughly 3 million units... Meanwhile, shipments from China... plunged about 76%.
Trump wrote in a post... 'I expect their iPhone's that will be sold in the United States... to be manufactured and built in the United States, not India, or anyplace else.'
A full pivot to US manufacturing appears unlikely for Apple, since it would take approximately five to 10 years and hike iPhone prices to an estimated $3,500.
We believe the concept of Apple producing iPhones in the US is a fairy tale that is not feasible given the labor/cost structure,
Collection
[
|
...
]