The idea of moving iPhone production from China to the United States may seem like a step to strengthen the domestic economy and reduce dependence on foreign supply chains, but the reality is much more complicated – and more expensive.
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According to Bank of America analysts, the cost of producing iPhones in the US could increase by up to 90%, which would have far-reaching consequences not only for Apple, but also for customers.
Analysts point out that moving iPhone production to American soil is technically feasible, but extremely expensive. According to their estimates, labor costs alone would increase the price of the device by 25%. Added to this are logistical complications and the fact that a significant portion of the componewould still have to be produced in China and imported to the USA.
And this is where we get to the heart of the problem – tariffs. If the United States were to impose reciprocal tariffs on computer imports,oneIf the total cost of producing an iPhone were to increase by up to the aforementioned 90%.
Donald Trump recently marked the production AppTrump has called the trade war in China “unsustainable.” According to press secretary Karoline Leavitt, Trump “absolutely” believes that Apple can move production to the US, and claims that America has all the resources and labor to do so. However, his trade policies complicate the situation considerably.
He recently announced a 125% tariff on Chinese imports, while China responded with 84% retaliatory tariffs on American goods. This uncertainty has already shaken stocks Applu, which have fallen 2% since Trump's April 14 announcement - equivalent to a loss of market capitalization worth approximately $479 billion.
According to experts, moving production to the US could only become realistic if the US granted exemptions from tariffs on imported computers.onenty. However, according to him, this is unlikely. Apple will therefore probably take a different path – diversifying production. It is already increasing iPhone production in countries like India, Vietnam and Taiwan, from where it can import goods at a significantly lower, 10% duty.
if Apple If Apple actually moved iPhone production to the US without any concessions, this move could have a major impact on the price tags of the final products. iPhone would turn a premium device into a luxury item available only to a narrow circle of customers – even in the United States. The company Apple She has not yet officially commented on the situation.