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2025-07-31 17:43:25
[Indian iPhone factories hit by Trump's tariffs! Is 71% of the US market hanging by a thread?] ⑴ Trump's tariff rhetoric has impacted India's manufacturing sector, but analysts believe a 25% tariff will be unlikely to shake up iPhone production. ⑵ Recent statistics show that 71% of iPhones shipped to the US market from April to June were produced in India, a 31% increase year-on-year. Supply chain resilience is Apple's core advantage in maintaining its production capacity in India. ⑶ Despite the new tariffs, manufacturing costs in India remain competitive. Increased local component supply, government incentives, and low labor costs have helped it maintain its position as a leading global iPhone manufacturer. ⑷ Apple has chosen to absorb the tariff costs rather than slow its expansion in India. Analysts point out that the carrier contract model allows costs to be spread across monthly user fees, avoiding the impact of direct price increases. ⑸ Industry observers indicate that with the new iPhone's release imminent, the complexity of temporary supply chain adjustments far outweighs the impact of tariffs. Counterpoint emphasizes: "Apple's supply chain decisions are based on long-term plans, covering 5-10 years." ⑹ Insiders reveal that production costs in India have been continuously improving over the past eight years, and the advantages of localization are offsetting short-term policy fluctuations. (Refinitiv)
