Apple is in the spotlight of Donald Trump and the tension is touching limits. The Cupertino giant is playing a lot, and the question is on the table: What will the iPhone creators do to prevent prices from triggering and not losing their leader position?
Trump’s warning has been blunt, commenting on the following. «I have been informed Tim Cook for a long time that I hope the iPhone that will be sold in the United States will be manufactured and assembled here, not in India or any other place. If not, Apple must pay a tariff of at least 25%,» he wrote on his social truth network.
Although some may think that it goes from lantern, the truth is that it already exempted in the past to the mobile phones and tariff computers to prevent prices from shooting, but now it wants production to stay at home.
Apple, meanwhile, had opted for India as an alternative to China, but this play does not convince the White House either. Trump’s goal is clear: that most of the more than 60 million iPhone sold in the US for 2026 leave US, non -Asian factories.
Trump squeezes and drown while Apple seeks out: manufacture in the US or pay the price?
Of course, he says that it seems that those of Cupertino continue to bet on this country, at least on paper. The company has assured the Indian government that its investment and production plans have not changed, despite Donald Trump’s statements asking Tim Cook not to manufacture the iPhone in India for the US market.
In fact, The apple brand has already exported iPhone worth 22,000 million dollars in the last 12 months from India, and the goal is that, in 2026, most of those sold in the US leave Indian Factories. Just the opposite of what Trump wants.
The big problem here is that manufacturing the iPhone in the United States is not so simple. Apple’s supply chain is one of the most complex and globalized in the world, with hundreds of very automated suppliers and processes in Asia. Mounting that infrastructure in the US would require years of investment and a work cost far higher than now.
According to analysts cited by Infobae y FOX Business, The price of an iPhone could rise to $ 3,500 if it was manufactured entirely in the US, compared to the current $ 1,000 or $ 1,200.
Dan Iives himself, from Wedbush Securities, qualifies him as «fantasy» for logistics and financial difficulty. In addition, Apple would have to renegotiate contracts with more than 200 suppliers and redesign their global logistics, something that could take between five and ten years.
Meanwhile, the threat of tariffs have already impacted and Apple’s shares have fallen 3% after the ad.
India, China and the Commercial War
The background of all this that is happening is the commercial war between the US, China and India. Apple has been diversifying its production for years so as not to depend on a single country, especially after Trump’s first tariffs to Chinese products. Currently, more than 50% of the iPhone sold in the US are already assembled in India, and the figure could rise to 65% in the coming months.
The president has made it clear that he will not accept that Apple limits itself to changing Asian country. The problem is that neither China nor India can replicate in the US the efficient and cheap production model that Apple has perfected for many years.
What plans does Apple have to fall temporary?
Apple has not stayed with crossed hands. The company has announced an investment of 500,000 million dollars in the US in the next four years, including the construction of an AI servers plant in Texas and a Detroit manufacturing academy. It also plans to hire 20,000 employees in areas such as engineering and automatic learning.
However, at the moment there has been no talk about the iPhone. Experts believe that Apple will continue to bet on the diversification of its supply chain, accelerating production in India and other countries to reduce risks, but without assuming the cost of total relocation.
Meanwhile, consumers and markets are still pending. If 25% tariffs apply, The price of the iPhone could be fired and the competition would become even harder, both in the US and in Europe, where Trump has threatened a 50% tariff from June.
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Tags: Smartphones, prices, United States, iPhone