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Showing posts with the label Tech Trade Policy

Why Apple May Stick with ‘Make in India’ iPhones Despite Trump’s 25% Tariff Threat

  On May 23, 2025, President Donald Trump shook up the tech world with a Truth Social post calling on Apple to make iPhones distributed in the U.S. domestically or risk a 25% tariff on iPhones produced in India or elsewhere. This incendiary call to Apple CEO Tim Cook takes issue with the company's aggressive expansion of iPhone assembly in India, where it now produces 15-20% of its worldwide supply. Even in the face of a tariff threat, analysts and experts believe Apple will not give up its 'Make in India' strategy, fueled by economic benefits, geopolitical trends, and supply chain durability in the long term. This article delves into why Apple is likely to double down on India when Trump is urging U.S.-made iPhones and how it is shaping the global tech map. The 'Make in India' Momentum Apple's shift to India commenced in 2017, led by trade tensions between the United States and China and India's efforts to become a global production powerhouse under the Pro...