Apple says that most iPhones in the United States are no longer made in China while prices bit

Apple says he moves the production of most iPhones and other devices for sale in the United States far from China, which was at the center of President Donald Trump’s prices.

The majority of iPhones for the American market in the coming months will be manufactured in India, while Vietnam will be a major production center for articles such as iPads and Apple watches, said Managing Director Tim Cook.

This occurs when the technology giant has estimated that American import taxes could add around $ 900 million (677.5 million pounds sterling) to its costs during the current quarter, despite Trump’s decision to retreat the key electronics of new prices.

The Trump administration has repeatedly said that it wanted Apple to move production in America.

The estimate comes as companies around the world rush to respond to the huge changes in world trade triggered by Washington’s trade policies.

During a call with investors Thursday to discuss the company’s financial performance, Apple’s boss seemed to draw attention to his investments in the United States.

Mr. Cook opened the discussion with a recall of the company’s plans to invest $ 500 billion in several American states over the next four years.

He also said Apple moves its supply chain for products related to the United States far from China, but it is India and Vietnam that are ready to be the main beneficiaries of this decision.

“We expect the majority of iPhones sold in the United States to have India as a country of origin,” said Cook.

Meanwhile, Vietnam will be the chief manufacturing center “for almost all iPad, Mac, Apple Watch and AirPods products sold in the United States”.

China will remain the country of origin for the vast majority of total products sold outside the United States, he added.

However, the movement of production lines to India will take time and significant investments, costing billions of dollars.

Shanti Kemen, investment director at M&G Wealth, told BBC’s Teday program: “There will always be prices that have an impact on supply chains [for Apple] and a cost to move them and build new factories.

“Apple said they wanted to invest $ 500 billion in the coming years.”

Apple’s actions had dropped after Trump announced that his administration would take “reciprocal prices” from products imported into the United States, with the aim of persuading companies to make more in the United States.

But his administration faced significant pressure to moderate his plans. Shortly after the entry into force of the prices, he announced that some electronics, including phones and computers, would be exempt.

For the moment, the commerce turmoil have left Apple sales unharmed.

The company said that revenues from the first three months of the year increased by 5% compared to the same period last year, to $ 95.4 billion.

Amazon, another technology giant, the results of which were closely monitored for signs of tariff damages, also said that sales were held, increasing by an annual shift in its electronic commerce activity in North America in the last quarter.

It provides similar growth in the coming months.

“Obviously, nobody of us knows exactly where the prices will settle or when,” said the boss of Amazon Andy Jassy, ​​while noting that the company has emerged from periods of disturbance – like the pandemic – stronger than before.

“We are often able to withstand difficult conditions better than others,” he said. “I am optimistic that it could happen again.”

The change in the iPhone supply chain in India was “impressive” according to Patrick Moorhead, Managing Director of Moor Insights & Strategy.

“It is a change marked compared to this [Cook] Said a few years ago when he said that only China could build iphones, “said Moorhead.

“There is a lot of progress that Apple must show here, but it’s a pretty good start,” he said.

Amazon is also repositioned to increase resilience in the face of prices.

The company said that it worked to make sure that it had a diversity of sellers and Jassy said he thought that the company was well positioned during the coming months, pointing to the company’s scale and its role providing essential elements of everyday.

For the moment, he said that sales had not been injured by pricing disorders. If anything, the managers said that the company could have benefited from certain customers who started to store.

Overall sales jumped 9% to $ 155.7 billion in the first three months of 2025, compared to the same period last year, while profits increased by more than 60% in annual sliding to around $ 17 billion.