Apple Says Most Us-bound Iphones No Longer Made In China

Apple says it is shifting accumulation of astir iPhones and different devices to beryllium sold successful nan US distant from China, which has been nan attraction of President Donald Trump's tariffs.

The mostly of nan iPhones bound for nan US marketplace successful nan coming months will beryllium made successful India, while Vietnam will beryllium a awesome accumulation hub for items for illustration iPads and Apple Watches, main executive Tim Cook says.

It comes arsenic nan exertion elephantine estimated that US import taxes could adhd astir $900m (£677.5m) to its costs successful nan existent quarter, contempt Trump's determination to spare cardinal electronics from nan caller tariffs.

The Trump management has many times said it wants Apple to move accumulation to America.

The estimate comes arsenic firms astir nan world are scrambling to respond to nan immense shifts successful world waste and acquisition triggered by Washington's waste and acquisition policies.

On a telephone pinch investors connected Thursday to talk nan firm's financial performance, nan Apple leader seemed keen to tie attraction to its investments successful nan US.

Mr Cook opened nan chat pinch a reminder of nan company's plans to put $500bn crossed respective US states complete nan adjacent 4 years.

He besides said Apple is shifting its proviso concatenation for US-bound products distant from China, but it is India and Vietnam that are poised to beryllium awesome beneficiaries of that move.

"We do expect nan mostly of iPhones sold successful US will person India arsenic their state of origin," Mr Cook said.

Meanwhile, Vietnam will beryllium nan main manufacturing hub "for almost each iPad, Mac, Apple Watch and AirPods merchandise sold successful nan US".

China will stay nan state of root for nan immense mostly of full products sold extracurricular nan US, he added.

However moving accumulation lines to India will return clip and important investment, costing billions of dollars.

Shanti Kelemen, main finance serviceman astatine M&G Wealth, told nan BBC's Today programme: "There will still beryllium tariffs that effect nan proviso chains [for Apple] and a costs to move them and build caller factories.

"Apple person said they want to put $500bn complete nan adjacent fewer years."

Apple shares had plummeted aft Trump announced his management would levy "reciprocal tariffs" connected products imported to nan United States, pinch nan purpose of persuading companies to manufacture much successful nan US.

But his management faced important unit to mean its plans. Shortly aft nan tariffs went into effect, it announced that definite electronics, including phones and computers, would beryllium exempted.

For now, waste and acquisition turmoil has near Apple's income unscathed.

The institution said revenues for nan first 3 months of nan twelvemonth roseate 5% from nan aforesaid play past year, to $95.4bn.

Amazon, different tech elephantine whose results were being intimately watched for signs of tariff damage, likewise said income were holding up, rising 8% year-on-year successful its North America e-commerce business successful nan astir caller quarter.

It forecast akin maturation successful nan months ahead.

"Obviously nary 1 of america knows precisely wherever tariffs will settee aliases when," said Amazon leader Andy Jassy, while noting that nan patient has emerged from periods of disruption – for illustration nan pandemic – stronger than before.

"We're often capable to upwind challenging conditions amended than others," he said. "I'm optimistic this could hap again."

The displacement of nan iPhone proviso concatenation to India was "impressive" according to Patrick Moorhead, main executive of Moor Insights & Strategy.

"This is simply a marked alteration from what [Cook] said a fewer years backmost erstwhile he said that only China tin build iPhones," Mr Moorhead said.

"There is tons of advancement that Apple must show present but it's a beautiful bully start," he said.

Amazon is besides repositioning itself to summation resilience successful nan look of nan tariffs.

The institution said it moving to make judge it had a diverseness of sellers and Mr Jassy said he felt nan patient was well-positioned for nan months ahead, pointing to nan firm's standard and its domiciled supplying mundane essentials.

For now, it said income had not been wounded by nan tariff turmoil. If anything, executives said nan business whitethorn person benefited from immoderate customers starting to stockpile.

Overall income jumped 9% to $155.7bn successful nan first 3 months of 2025, compared pinch nan aforesaid play past year, while profits surged much than 60% year-on-year to astir $17bn.