Apple Accelerates India iPhone Shipments to Offset Trump Tariffs

As 54% tariffs on Chinese imports take effect, Apple redirects supply chains and stockpiles inventory to manage rising costs.

• Apple is increasing U.S. iPhone shipments from India, which faces a lower 26% tariff compared to China's 54%, to cover up to 50% of U.S. demand in 2025.
• The company has stockpiled inventory in the U.S. to temporarily delay price hikes, with products already imported exempt from the new tariffs.
• Analysts estimate iPhone prices could rise by 27% to 43%, potentially pushing the cost of high-end models like the iPhone 16 Pro Max to $2,300.
• Efforts to secure tariff exemptions, as achieved during Trump's first term, have so far been unsuccessful, while additional tariff hikes on Chinese goods remain a threat.
• Apple continues to pressure suppliers for cost reductions and absorb some expenses, while further diversifying production to mitigate long-term risks.

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