Apple’s iPhone 16 is located in the Apple Store on Regent Street, London on September 20th, 2024.
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apple They have moved beyond China to diversify their supply chains into places like India and Vietnam, but tariffs announced by the White House will also be attacked by those countries.
US President Donald Trump laid out the “mutual tariff” rates in more than 180 countries on Wednesday.
China faces 34% tariffs, but at the existing 20% rate, it will bring Beijing’s true tariff rate under this Trump term at 54%, CNBC reported. India faces 26% tariffs, while Vietnam’s rate is 46%.
When contacted by CNBC, Apple was unable to comment immediately.
This is a breakdown of Apple’s supply chain footprints that may be affected by tariffs.
China
Most of Apple’s iPhones are still assembled in China by partners foxconn.
China accounts for around 80% of Apple’s production capacity, according to Evercore ISI’s estimates in a memo last month.
According to Evercore ISI, approximately 90% of iPhones are assembled in China.
China’s manufacturing sites fell between Apple’s 2017 and 2020, but in a memo last month, Bernstein said. China’s suppliers account for around 40% of Apple’s total, Bernstein said.
Evercore ISI estimates that 55% of Apple’s Mac products and 80% of iPads are assembled in China.
India
Apple targets around 25% of all iPhones worldwide to be made in India, government minister I said this in 2023.
India could reach around 15%-20% of overall iPhone production by the end of 2025, Bernstein analysts estimate. Evercore ISI said about 10% to 15% of iPhones are currently being assembled in India.
Vietnam
Vietnam has appeared as a popular manufacturing hub for home appliances over the past few years. Apple has increased production in Vietnam.
According to Evercore ISI, about 20% of Apple wearable product assemblies like Apple Watch, like Apple Watch, and 90% of Apple wearable product assemblies are around 20%.
Other major countries
Malaysia is expanding Apple’s manufacturing industry for Macs, facing 25% tariffs. Thailand is also a small hub for MAC productions, struggling with 36% collection.
Apple also sources components from Korea, Japan, Taiwan and the US. Components may be shipped from one country to another before meetings take place in China or elsewhere.
In February, Apple announced plans to open a new factory for artificial intelligence servers in Texas as part of its $500 billion investment in the US.
However, Apple does not have mass production in the US. Generate Mac Pro In Texas.
