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The potential relocation of iPhone production to the U.S. has become a focal point amid escalating trade tensions and Trump’s newly proposed tariffs. According to a report from ijiwei, citing CNBC, Apple is reportedly exploring ways to shift part of its iPhone manufacturing to the U.S.
Currently, most iPhones are manufactured in China and India. The report notes that bringing iPhone production to the U.S. would pose significant challenges and could result in a substantial increase in retail prices.
As highlighted by the report, another possibility could be producing a small volume of iPhones—or even other products—in the U.S. This approach is similar to Apple’s strategy during Trump’s first term, when the company assembled the high-end Mac Pro in the U.S. The report from ijiwei notes that producing low-volume, niche products in the U.S. is more practical and could serve as a symbolic gesture to appease the Trump administration—allowing Apple to claim it manufactures iPhones in America.
In addition, the report notes that Apple announced in February plans to invest USD 500 billion in the U.S. over the next four years, create 20,000 jobs, and build an AI server production facility in Houston, Texas.
At the same time, Apple is actively diversifying its supply chain beyond China. As part of this effort, Bloomberg notes that the company assembled USD 22 billion worth of iPhones in India in the 12 months ending in March—representing a nearly 60% increase in production compared to the previous year.
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(Photo credit: Apple)