Apple says that most of the US bound iPhones are no longer made in China, because rates bite

Apple says that it is shifting the production of most iPhones and other devices that are sold in the US away from China, which has been the focus of President Donald Trump’s rates.

The majority of the iPhones that will be on its way to the American market in India in the coming months, while Vietnam will be an important production hub for items such as iPads and Apple Watches, says Chief Executive Tim Cook.

As the technology giant estimated that US import taxes can add around $ 900 million (£ 677.5 million) to its costs in the current quarter, despite Trump’s decision to save important electronics of the new rates.

The Trump government has repeatedly said that Apple is moving production to America.

The estimate is because companies are looking all over the world to respond to the enormous shifts in the global trade caused by Washington’s trade policy.

On a call with investors on Thursday to discuss the financial performance of the company, the Apple -Baas seemed like to draw attention to his investments in the US.

Mr. Cook opened the discussion with a reminder of the company’s plans to invest $ 500 billion in various US states for the next four years.

He also said that Apple is shifting his supply chain for American products, but it is India and Vietnam who are ready as important beneficiaries of that movement.

“We expect that the majority of the iPhones sold in the US will have India as their country of origin,” said Mr. Cook.

In the meantime, Vietnam will be the main production hub “for almost all iPad, Mac, Apple Watch and AirPods product that is sold in the US.”

China will remain the country of origin for the vast majority of the total products that are sold outside the US, he added.

Apple’s shares had pledged after Trump announced that his administration would levy “mutual rates” on products imported into the United States, with the aim of persuading companies to produce more in the US.

But his administration was confronted with considerable pressure to moderate her plans. Shortly after the rates were in force, it announced that certain electronics, including telephones and computers, would be exempt.

For the time being, the unrest of the trade has left the sale of Apple undamaged.

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

Amazon, another tech giant whose results were closely monitored for signs of tariff damage, also said that the turnover lasted, with 8% on an annual basis in his e-commerce company in North America in the most recent quarter.

It predicted similar growth in the coming months.

“It is clear that none of us know exactly where rates will settle or when,” said Amazon -Baas Andy Jassy, ​​while noticing that the company originated from periods of disturbance – such as the pandemic – stronger than before.

“We are often able to endure challenging circumstances better than others,” he said. “I am optimistic that this can happen again.”

The shift from the iPhone -Supply Chain to India was “impressive” according to Patrick Moorhead, Chief Executive of Moor Insights & Strategy.

“This is a clear change of what (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 has to show here, but it’s a pretty good start,” he said.

Amazon also repositions itself to enlarge the resilience in the light of the rates.

The company said it worked to ensure that it had a variety of sellers and Mr. Jassy said he thought the company was well positioned in the coming months, pointing to the scale of the company and his role that delivers daily essential supplies.

For now it said that the sale was not injured by the rate rust. Executives said that the company may have benefited from some customers who started with supplies.

The total turnover increased by 9% to $ 155.7 billion in the first three months of 2025, compared to the same period last year, while the profit on an annual basis rose more than 60% to around $ 17 billion.