
Trump's tariffs, which were announced more than three weeks ago, caused world trade and stock markets to roil. Apple, which produces the majority of devices in China, is among the worst affected due to tariffs of up to 145%. According to Reuters, to avoid being subject to this tariff, Apple will move iPhone production for the United States market to India.
For your information, 60 million iPhones for the United States market will be released in India, with the transfer process to be fully carried out by the end of 2026. A few weeks ago, Apple reportedly flew 1.5 million iPhones from India to the United States to avoid new tariffs. Apple started releasing iPhones in India several years ago to meet local needs, receiving Make in India incentives and also benefits from the impact of the pandemic.
Moreover, President Trump still insists that spending needs to be returned to America if the company does not want to be subject to high tariffs. But the reality is that this can't be done overnight because America not only doesn't have the supply chain to build iPhones, it also doesn't have the local skilled workforce.
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