News reports this week say that Apple plans to shift production of iPhones bound for the U.S. market from China to India. It’s seen as a response to President Trump’s China tariffs.
Tech expert Omar Gallaga says Apple was already moving some phone production out of China.
Highlights from this segment:
– A Financial Times report said Apple would move production of all iPhones bound for the U.S. market out of China, in response to tariffs. A followup report from Bloomberg’s Mark Gurman said the next generations of high-end iPhones will continue to be made in China because of the complexity of the products.
– Apple is rumored to be working on its first folding phone, as well as a special 20th anniversary edition of the phone, which would be released in 2027. Both models, Gurman writes, will continue to be made in China, where manufacturing capabilities for Apple products are more sophisticated than in India.
– Despite a suggestion by U.S. Commerce Secretary Howard Lutnick that iPhones could be manufactured in America, that is seen as unlikely, due to cost and unavailability of manufacturing skill and facilities like those in China.
