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Analysts warn shifting iPhone production to US would drive-up costs

On Friday, President Donald Trump threatened Apple’s tariff for unnoticed iPhone devices in the United States, putting pressure on the technology giant to re -manufacture to America.

Analysts said that making entire iPhone devices in the United States would take years to transfer production and more than twice the cost of American consumers.

Dan IVES, a Wedber Securities analyst, said that transferring production to the United States will take from five to 10 years and moves costs of about $ 3500.

“We believe that the concept has produced Apple iPhone in the United States is a fairy story that is not possible,” Evez wrote in a memo on Friday.

Trump threatens a 25 % tariff on iPhone, and a 50 % tariff on European Union commodities amid commercial tensions

Analysts said the idea of ​​making the iPhone devices completely in the United States would take years to change production and more than twice the cost of American consumers. (Justin Sullivan / Getty Emp)

The iPhone 16 Pro and iPhone 16 Pro Max, which is the latest and most advanced smartphone in Apple, costs about $ 1,000 and $ 1,200, respectively.

Trump has warned that if iPhone devices are not manufactured in the United States, they will face a duty of at least 25 %.

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Trump said in a post on the social truth: “I have long informed Tim Cook from Apple that I expect to be manufactured and built on its iPhone in the United States of America that will be manufactured and built in the United States, not India, or anywhere else.” “If not, then a tariff should be paid at least 25 % by Apple to the United States.”

Dan IVES, a Wedber Securities analyst, said that transferring production to the United States will take from five to 10 years and moves costs of about $ 3500. (Ming Yeung / Getty Images)

Trump’s threat came after CEO Tim Cook said in May that more than 50 % of the produced iPhone devices that are supposed to be sold in the United States currently come from India to evade the definitions imposed on China.

But the production of iPhone in India can reach up to 60 % to 65 % by autumn.

He added: “With a 10 % politician and 90 % executive (perhaps 25 %/75 %), we believe that AAPL will continue to move in the complex tariff mode in the negotiating game, especially heading to iPhone 17 this fall.”

Analysts said the idea of ​​making the iPhone devices completely in the United States would take years to change production and more than twice the cost of American consumers. (John Kibel / Getti Emaiz)

The Trump tariff threat comes against Apple after he met Cook at the White House on Wednesday.

Apple announced in February that it was committing $ 500 billion in the US economy. The construction of an artificial intelligence server manufacturer will include near Houston, in addition to doubling the company’s advanced manufacturing fund from $ 5 billion to 10 billion dollars.

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The technology giant also plans to create an Apple manufacturing academy in Detroit, as well as employ 20,000 new employees with a focus on research, development, silicon engineering, artificial intelligence and machine learning.

Andrea Margolis contributed to this report in this report

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2025-05-23 18:01:00

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