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Trump and the iPhone Made in India: A Win Against China or a Missed Opportunity for the U.S.?

by Team Lumida
April 29, 2025
in Markets
Reading Time: 5 mins read
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silver ipad on white table

Photo by Daniel Romero on Unsplash

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Key Takeaways:

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  • Apple is shifting a significant portion of iPhone production for U.S. customers from China to India, a move that aligns with efforts to reduce dependence on China but falls short of bringing manufacturing to the U.S.
  • President Trump’s trade policies, including new tariffs on India, Thailand, Malaysia, and Vietnam, create uncertainty for companies like Apple that are reshoring supply chains to “friendlier” countries.
  • While Trump’s administration envisions a resurgence of U.S.-based manufacturing, the high costs of production and labor shortages make large-scale smartphone assembly in the U.S. impractical.
  • U.S. imports from Vietnam have surged 178% since 2018, reflecting a broader trend of companies diversifying supply chains away from China, but this has disappointed some policymakers who want more domestic production.
  • Forcing iPhone assembly to the U.S. would significantly raise costs for Apple and consumers, highlighting the challenges of balancing trade policy with economic realities.

What Happened?

Apple is preparing to move a significant portion of its iPhone production for U.S. customers from China to India, reflecting a broader trend of companies diversifying supply chains amid geopolitical tensions. While this shift aligns with President Trump’s goal of reducing reliance on China, it raises questions about whether “friendshoring” to countries like India is enough to satisfy his administration’s push for domestic manufacturing.

Trump’s recent announcement of new tariffs on India, Thailand, Malaysia, and Vietnam—later suspended for three months—has added uncertainty for companies like Apple, which are already navigating complex supply chain decisions.

Commerce Secretary Howard Lutnick has championed the idea of bringing iPhone production to the U.S., claiming it would create a historic resurgence of manufacturing jobs. However, experts note that iPhone assembly in Asia is already highly automated, and moving production to the U.S. would significantly increase costs and face labor shortages, with 482,000 manufacturing jobs unfilled as of February.


Why It Matters?

Apple’s move to India highlights the challenges of balancing Trump’s trade policies with the realities of global manufacturing. While reducing dependence on China is a strategic win, the administration’s push for U.S.-based production may be economically unfeasible for industries like consumer electronics.

The tariffs on India and other countries also risk undermining efforts to build resilient supply chains in “friendly” nations, creating uncertainty for companies and potentially driving up costs for consumers.

For Apple, diversifying supply chains is not just about tariffs but also about mitigating risks from geopolitical tensions. However, the company’s ability to navigate these challenges will depend on consistent and predictable trade policies.


What’s Next?

The next three months will be critical as companies like Apple await clarity on whether Trump’s suspended tariffs will be reinstated. Meanwhile, the administration will need to reconcile its vision for domestic manufacturing with the economic realities of global supply chains.

For now, Apple’s move to India represents a step toward reducing reliance on China, but it also underscores the limitations of Trump’s trade policies in achieving a full-scale return of manufacturing to the U.S.

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Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018