Donald?…Apple is NOT Gonna Make iPhones in America….

I just saw the headlines that Apple CEO Tim Cook IS being squeezed by the President of the United States to  build iPhones in America or else?

Yup….

That’s the story….

Cept it gets worse….

The American President….

Full of ‘himself’?

Now says that ALL cell phones sold in America MUST be MADE IN America or be saddled with a 25% import tax?

REALLY?

I’m NO expert….

But what the felon President is demanding isn’t feasible and won’t happen in ANY way or form….

America simply does NOT the ability, knowhow or economic incentive to obey Trump’s crazy assed demand…..

$3,500 cell phones?

 

President Trump on Friday warned Apple that it needed to build U.S.-sold iPhones in the United States or face a 25% tariff.

Why it matters: Apple already committed to a $500 billion U.S. expansion, but now Trump wants more.

• It’s a dramatic escalation with the tech giant, which was reportedly planning to move production from China to India.

What they’re saying: “I have long ago informed Tim Cook of Apple that I expect their iPhone’s [sic] that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else,” Trump posted to Truth Social.

• “If that is not the case, a Tariff of at least 25% must be paid by Apple to the U.S.,” he added.

The intrigue: Later Friday, Trump suggested the tariff would actually affect all cellphone companies that import into the U.S., as soon as next month.

• “It would be more, it would be also Samsung and anybody that makes that product, otherwise it wouldn’t be fair,” he told reporters in the Oval Office. “So anybody that makes that product and that’ll start on, I guess, the end of June it’ll come out.”
• Trump also claimed he had “an understanding” with Cook that Apple could not sell India-made iPhones in the U.S. without tariffs….

…

By the numbers: Analysts have said a U.S.-manufactured iPhone would be prohibitively expensive.

• “For US consumers, the reality of a $1000 iPhone being one of the best-made consumer products on the planet would disappear,” Wedbush Securities analyst Dan Ives wrote recently.
• He suggested making iPhones in “New Jersey, or Texas, or another state” would boost their price tag to $3500…..

More….

…

Kuo: Apple Better Off Taking 25% Tariff Hit Than Move iPhone Production to US

It would be more financially viable for Apple to absorb a 25% import tariff on iPhones sold in the United States than to relocate its assembly operations to the U.S., Apple analyst Ming-Chi Kuo today said.

Kuo, a respected analyst with a long track record of accurate forecasts about Apple’s supply chain, made the statement on X (formerly Twitter) in response to renewed pressure from former President Donald Trump for Apple to shift iPhone production to the United States. The comment follows President Trump’s threat to impose a 25% tariff on all iPhones not assembled domestically.

In terms of profitability, it’s way better for Apple to take the hit of a 25% tariff on iPhones sold in the US market than to move iPhone assembly lines back to [the] US.

The analysis alludes to the scale and complexity of Apple’s current manufacturing infrastructure, which is deeply rooted in Asia — particularly China and, increasingly, India…..

Note….

What is the Apple and other cell phone stocks gonna do?

(Update…Drop 3%)

….

Apple had reportedly planned to source all 60+ million annual US iPhone sales from India by late 2026. Meanwhile, key supplier Foxconn is investing $1.5 billion to expand Indian production, including a display module facility near Chennai.

The threat sent Apple shares tumbling 3% in pre-market trading Friday.

Trump’s demand would force a major shift from Apple’s current manufacturing strategy, which relies heavily on Asian suppliers for cost efficiency and established supply chains. Moving iPhone production to the U.S. would likely require massive infrastructure investments and could substantially increase device costs, but there’s simply no way Apple could pull off the transition. According to Wedbush, producing iPhones in the U.S. could push prices to ~$3,500 and take 5–10 years to implement, making it unfeasible….

More…