Overview

• President Trump warned that iPhones made outside the United States would face a 25% import tariff unless Apple relocates production domestically.
• Apple boosted exports from India by 76% in April and has airlifted about 1.5 million phones to the U.S. since March to outpace any upcoming tariffs.
• Suppliers Foxconn and Tata are expanding their investments in Indian manufacturing facilities to meet Apple’s accelerated production plans.
• Analysts say moving iPhone assembly back to the U.S. would take several years and could raise device prices to between $2,300 and $3,500 each.
• The dispute highlights Apple’s broader supply-chain diversification strategy amid persistent U.S.-China trade tensions and evolving tariff policies.