President of the United States of America Donald Trump in a recent statement, he reopened the topic of moving the production of technology giants' products back to American soil. Specifically, he stated that he believes that the company Apple could manufacture its key products, including iPhones, directly in the United States. However, whether this is even realistic is a big question. According to leading analyst Dan Ives of Wedbush Securities, manufacturing iPhones in the US would mean a significant delay of up to $3500, or about CZK 80.
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This idea was also supported by his spokeswoman Karoline Leavitt, who stated during a media briefing that "Trump believes that the United States has sufficient manpower, expertise, and resources to handle the relocation of such production." She also mentioned the investment Appof $500 billion, which she says confirms society's confidence in the capabilities of the American economy.
Trump's remarks come as he plans to impose tariffs on imports from China, India, Thailand, Vietnam, the European Union and other countries. According to the latest information, tariffs on Chinese goods are set to reach 9% from April 104, which could have a significant impact on global supply chains and especially on companies that rely heavily on foreign manufacturing, including: Apple occupies a prominent place.
However, moving iPhone production to the United States would be an extremely challenging move. It's not just a matter of higher labor costs or differences in wage policies. Apple is currently dependent on a comprehensive and extensive network of suppliers covering more than 50 countries around the world. Componefor iPhone se They are manufactured and assembled in various parts of Asia, Europe and America, with many raw materials, including rare earths, coming from more than 70 countries - many of these raw materials are not mined in the USA at all, or only in limited quantities.
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CEO Applu Tim Cook has repeatedly commented on the issue of production and has stated in the past that the decision to manufacture iPhones in China was not motivated solely by the cost of labor, but primarily by deep technical expertise in the field of precision machining and manufacturing processes. “There is a huge concentration of skilled workers in China specializing in advanced tools and precision manufacturing – we wouldn’t find that many experts in the US,” he said Cook already in 2017. Relocating production would therefore require not only investments in infrastructure, but also long-term building of professional support, which currently simply does not exist in the USA to the necessary extent.
It is also worth mentioning the historical experience AppThe Mac Pro was built in Texas during Trump's first term. The project faced a number of complications, from delays in computer deliveries toonefrom logistics problems to a lack of qualified labor. As a result, most of the componeHowever, the products still had to be imported and production was not sustainable in the long term.
It is also important to note that the aforementioned investment AppThe $500 billion investment is not related to iPhone assembly. According to available information, it mainly concerns infrastructure for services such as Private Cloud Compute Compute, meaning servers and data centers, not consumer devices. Moreover, servers represent a completely different manufacturing segment with lower demand and less complex logistics than iPhones.
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Although Trump's initiative reflects a broader push to repatriate manufacturing and reduce dependence on foreign markets, experts agree that moving iPhone production to the United States is not realistic in the foreseeable future. High costs, insufficient capacity in specialized manufacturing, a shortage of experts and a globalized supply chain represent major obstacles. Apple is rather focused on diversifying production in response to geopolitical changes – for example, expanding its capacity in India, where import tariffs are lower, while also increasing equipment inventories to mitigate the impacts of potential trade restrictions.
At this time Apple did not officially respond to Trump's statements. However, the company has previously stated that it evaluates all interventions in the supply chain in terms of efficiency, quality, availability of resources and long-term sustainability - not just for reasons of political pressure.
