Apple has few incentives to start making iPhones in U.S., despite Trump's trade war with China
Portfolio Pulse from
Apple faces significant challenges in shifting iPhone production from China to the United States, including complex supply chain logistics, massive infrastructure investment requirements, and potential iPhone price increases from $1,000 to $3,000. Despite Trump administration pressures and tariffs, Apple is unlikely to domestically manufacture iPhones before 2028, if ever.
April 10, 2025 | 6:00 pm
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NEUTRAL IMPACT
Apple faces potential financial strain from US-China trade tensions, with tariffs potentially impacting supply chain and product pricing. Company has service revenue buffer but may eventually need to adjust iPhone prices.
News directly impacts Apple's manufacturing strategy, supply chain, and potential financial implications from trade war. Tariffs create uncertainty but company has multiple mitigation strategies.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 100