News India Live, Digital Desk: Trump Tariff Policy: Analysts and experts said on Friday that this device would become expensive for Americans by putting tariffs on the iPhone imported by US President Donald Trump, as high duty as well as the cost of production will increase. Neil Shah, vice-president of the research of market research and analysis firm Counterpoint Research, said that transferring Apple’s manufacturing ecosystem to America in the near future is not only impractical, but also impractical, but also impractical, as Apple’s supply chain is fully Asia-stricken, which is completely Asia-stricken, which is around China, India and Vietnam.
He said, “It is not just about the opening of a factory by Foxconn, but also to move the supply chain near the US, which is not a question. Trump has again emphasized the manufacture of iPhone in the US, not for sale in India or elsewhere in the country.
Trump posted Truth on social social, “I told Apple’s Tim Cook long ago that I hope that his iPhone sold in America will be built and manufactured in America, not in India or anywhere else. If it does not, if it does not, then Apple will have to pay at least 25% tariff to America.” Earlier, Trump had specially objected to the expansion of iPhone production in India.
Analysis by Global Trade Research Initiative (GTRI) estimates that Apple receives a large part of about $ 450 in each iPhone sold for $ 1,000 through its software, design and brand. American component manufacturers such as Qualcomm and Broadcom add $ 80 more to it, earning $ 150 for Taiwan chip construction, South Korea adds $ 90 for OLED screen and memory chips, and Japan mainly contributes $ 85 through the camera system.
In other countries such as Germany, Vietnam and Malaysia, there is a contribution of 45 US dollars through small parts, while India only receive US $ 30, with a large part of which is returned through incentive schemes related to production. “In India, assembly employees earn around US $ 230 per month. Conversely, US minimal wage laws in states like California means that monthly labor costs can increase by US $ 2,900 – 13 times increase. The cost of assembling each iPhone will increase from US $ 30 to about 390 US dollars. Until the price increase is almost 390 US dollars. US $ 60 will be left, ”said GTRI founder Ajay Srivastava.
He said that if Apple’s assembly goes out, India will have to stop supporting the shallow assembly lines and instead investing in intensive manufacturing – chips, displays, batteries and beyond. Srivastava said, “The cost of the margin of Apple is real – but the profit in domestic employment, economic rebellion and supply chain flexibility is also real. Even India can benefit from moving towards intensive, more valuable manufacturing, even after dust freezes.”
Shah said that if not China, India is the only possible manufacturing destination for Apple as the ecosystem is increasing rapidly with the help of low -cost English speaking efficient labor, world class software talent, PLI (encouragement related to production) and the help of a huge domestic consumption market. He said, “America’s request to Apple can also have a way to take advantage of India as they understand that India needs major companies like Apple to catalyze and create domestic supplier ecosystem in this strong campaign of Make in India from semiconductor to ready electronics products.”
Cook had earlier said that Apple would buy most of the iPhones sold in the US from India in the June quarter, while China would produce most devices for other markets amid uncertainty on tariffs. Iphones made in India are assembled in Taiwan’s contract maker Foxconn in Tamil Nadu. The Tata Electronics, which operates the Patron Corp in India, is the second major manufacturer. Tata and Foxconn are building new plants to increase iPhone production and increase production capacity.
In the year ended March 2025, Apple assembled 60 percent more iPhone in India, priced at US $ 22 billion. Foxconn has also started construction of Apple Airports in Telangana for exports. According to an analysis by S&P Global, iPhone sales in the US in 2024 were 75.9 million units, with exports from India to 3.1 million units in March, which suggests the need to double the shipment by reducing the shipment through a new capacity or by redirecting the shipment to the domestic market.
Prabhu Ram, vice-president of Cyber Media Research, Industry Research Group, said, “Apple is once again on the target of aggressive ‘America First’ policy-the link between inflation pressure and cost is entangled in the link. The tariff is likely to continue fluctuating, which will sow more seeds for American manufacturing, but India will be strengthened and strengthened in the global supply series of Apple.
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