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Apple Confirms Shift of U.S. iPhone Production to India by June Quarter

CEO Tim Cook announces Vietnam as primary supplier for iPads, Macs, Apple Watches, and AirPods in the U.S. market, while China remains key for global production.

Who's worried about tariffs? Not this guy.
Apple reported $95.4 billion in revenue for the quarter ending March, up from $90.75 billion a year earlier.
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Overview

  • Apple will source the majority of iPhones sold in the U.S. from India starting in the June quarter, marking a significant supply chain shift.
  • Vietnam will become the primary manufacturing hub for iPads, Macs, Apple Watches, and AirPods sold in the U.S., according to Tim Cook.
  • China will continue to supply the majority of Apple products for markets outside the U.S., maintaining its role in the company's global strategy.
  • Apple faces $900 million in tariff-related costs this quarter, including new 145% tariffs on certain China-origin products imported to the U.S.
  • Second-quarter revenue rose 5% to $95.35 billion, though iPhone sales declined 2% year-over-year to $46.84 billion, reflecting ongoing market challenges.