Apple bolsters its US iPhone inventory amid Trump's tariffs

In response to the recent tariffs imposed by the Trump administration, Apple has taken significant steps to secure its inventory in the United States. The company has shipped approximately 600 tons of iPhones from India, equivalent to around 1,5 million units.

Following the announcement of the tariffs, Apple's stock experienced a significant decline, losing more than $300,000 billion in market value in just a few days.

The Trump administration's recent imposition of 125% tariffs on Chinese imports could lead to a significant increase in the price of iPhones U.S..

Analysts estimate that the production cost of an iPhone 16 Pro Max could increase by approximately $296, from $550 to $850 per unit. This increase in production costs could be passed on to the consumer, raising the final price of the device by up to 43%, reaching $2,300 for some models.

Production increase in India

To mitigate the impact of the 125% tariffs on Chinese imports, Apple has increased its production in India by 20%. This strategy seeks to diversify its supply chain and reduce dependence on Chinese manufacturing.

In addition, the company negotiated with Indian authorities to reduce customs clearance time at Chennai Airport from 30 hours to six, establishing a "green corridor" similar to the one used in China.

Market reaction and tariff pause

After the announcement of a 90-day pause In the wake of President Trump's tariffs, Apple's shares saw a significant rally, rising 12% and leading the rally.cuperation in the technology sector.

Future challenges for Apple

Despite these measures, Apple faces continued difficulties due to its heavy reliance on manufacturing in China, where approximately 90% of its products are assembled. The company is exploring options to move some of its production to other countries, such as India and Vietnam, although this process presents logistical and infrastructure challenges.