Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Apple’s iPhone 16 at Apple’s store on Regent -Street in London on September 20, 2024.
Rasid Necati Aslim | Anatoly | Gets the image
Apple He has taken steps to diversify his supply chain outside China to places such as India and Vietnam, but the tariffs announced by the White House will also enter these countries.
US President Donald Trump Set “Mutual Tariff” More than 180 countries on Wednesday.
China will face the tariff by 34%, but with an existing 20%rate that brings a valid Beijing tariff rate as part of Trump to 54%, CNBC reports. India faces a 26%tariff and 46%of Vietnam.
Apple was not immediately available for comments when referred to CNBC.
Here is the analysis of the Apple supply trail that tariffs can be affected.
China
Most Apple iPhones are still going to China’s partner Foxconn.
Evercore ISI estimates that China accounts for about 80% of Apple’s Evercore ISI.
About 90% of iPhones are assembled in China, Evercore ISI said.
While the number of manufacturing sites in China decreased between 2017 and 2020 financial year Apple, it has since bounced, Bernstein said in the note last month. Bernstein said the Chinese providers make up about 40% of the total Apple.
Evercore ISI estimates, 55% of Mac Apple and 80% iPad collected in China.
India
App – Note In 2023.
By the end of 2025, India could reach approximately 15% of the total iPhone production, Bernstein analysts say. Evercore ISI noted that India collected about 10% to 15% iPhones.
Vietnam
In the last few years, Vietnam has appeared as a popular production center for consumer electronics. Apple increased its production in Vietnam.
According to Evercore ISI, about 20% of iPad production and 90% of Apple -as Apple Watch products occur in Vietnam.
Other key countries
Malaysia is a growing space for Apple for Macs and faces a 25% tariff. Thailand is also a small Mac production center and will be affected by 36%.
Apple also sources of components from South Korea, Japan, Taiwan and the United States. Components can be sent from one country to another before the assembly takes place in China or elsewhere.
In February Apple announced plans to open a new factory for artificial intelligence servers as part of the US $ 500 billion
However, Apple has no mass production in the US. It only produces Mac Pro In Texas.
