Apple Faces Up To 90% Cost Surge On iPhones If US Tariffs Stick: Analyst Looks At Possible Shift To India, Price Increase

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Apple Faces Up To 90% Cost Surge On iPhones If US Tariffs Stick: Analyst Looks At Possible Shift To India, Price Increase - Benzinga

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This is because, while moving the final assembly to the U.S.may be possible, moving the entire iPhone supply chain would be a much more significant undertaking and would likely take many years, if even possible.

Mohan noted while Apple can find labor to assemble iPhones in the U.S., a significant portion of the sub-assemblies would still be manufactured elsewhere, assembled in China, and imported to the U.S.