Overview

• President Trump told Apple CEO Tim Cook that he opposes the company's plans to expand manufacturing in India for U.S.-bound iPhones, suggesting that Apple should increase production in the United States instead.
• Trump claimed that Apple will boost U.S. production following their discussion, though no specific details about changes to Apple's India plans have been confirmed by the company.
• The president stated that India offered a trade deal with zero tariffs on U.S. goods, but Indian officials, including Foreign Minister S. Jaishankar, described the negotiations as ongoing and far from finalized.
• Apple has been diversifying its supply chain, aiming to produce most iPhones sold in the U.S. in India by the end of 2026, a strategy to mitigate high tariffs on Chinese imports and geopolitical risks.
• Manufacturing iPhones in India currently costs 5–10% more than in China, and analysts warn that producing them in the U.S. would significantly increase costs, potentially tripling the price of the devices.