Tim Cook in Apple convinced Trump fall into iPhone in US-Whats that

President Donald Trump made it clear what wants Apple make iPhones in the US

Apple CEO Tim Cook He does his best to reassure the commander without making this final concession.

Cooking on Wednesday appeared In the White House with Trump announced plans to spend about $ 600 billion in four years in the US, apple did not announce it done in the US iPhone What Trump wants, but Cook had to divorce Apple’s position in US production.

Some of the most valuable Apple parts such as its glass recognition sensor and persons are produced by US companies with which Apple has worked for years. The final assembly is only a small, albeit very critical, part of the iPhone production.

“The final assembly where you focus will be elsewhere,” Cook said in an oval office on Wednesday.

Trump seemed happy enough until.

“He does a lot of components here and we talked about it,” Trump said. “The whole thing has been created elsewhere, and it has long been in terms of value and everything, but I think we can encourage it enough that it will return it once.”

Experts said Cook’s announcement seemed to be intended to withdraw Apple from Trump’s intersection against tariffs. Trump announced during a public meeting that the administration planned to place the tariff on chips which would doubles their priceBut Apple – which rests on hundreds of different chips for its devices – will be released.

“General directors understand that they should do something, and what they have discovered is that if they give the president something to boast without destroying their company that the problem can leave for a certain time,” said Peter Kohan, Professor on Strategy and Entrepreneurship at the Babson College.

Gambit worked. Apple shares increased by 5% on Wednesday and 3% on Thursday.

“The fact that Tim Cook demonstrated in the first administration was a real smart navigation of insidious waters,” said Nancy Tengler, CEO of Lafer Tengler Investments, which holds the post in Apple. “I thought this ad was symbolically important because the president was looking for headlines.”

Central

Apple, who has pledged to acquire the details and expand its relations with US suppliers, can give these companies skills and ability to expand their business. And it allows Apple to take on a certain merit for supporting 450,000 total jobs in its suppliers.

A closer look at the program members shows that Apple relies on some of its longest partners. In total, Apple said, this year, its US suppliers are on the way to 19 billion chips for its products. This business level is not overnight.

Eg Apple – Note that all its cover for iPhones and apples will be made 8In Kentucky, and that it will spend $ 2.5 billion on this effort. This is a powerful character – while the phone can be spoiled in China or India, the surface that users touch the world will be made in the US

But Apple pointed to Corning as a critical American supplier in the past. The company’s glass is used on the iPhone from the first version in 2007. While Apple usually does not allow its suppliers to talk about their relationship, former director of the director of the Apple Production Director Production Director. Apple followed this 250 million dollars Commitment in 2019 and $ 45 million in 2021.

Analysts are skeptical that partnerships can significantly improve corning profit. Morgan Stanley analysts wrote on Thursday that Corning is already producing 100% glass for Apple phones and tablets “, adding that Glass Business Corning called Special Materials costs about $ 2 billion a year.

Apple also emphasized its partnership with Coherent, a long -standing laser supplier for Apple’s face recognition equipment. Morgan Stanley has tied this business about $ 100 million a year, and said Apple has options including Lumentum and Sony.

The iPhone manufacturer stated that expanded the partnership with Texas Instruments make chips in Texas and Utah. Texas Instruments has long come for iPhone, such as USB interface control schemes or power displays. Apple said it would cooperate with Samsung, another key part of the details such as iPhone displays to launch a “new innovative technology to make chips” without offering additional details.

Apple has said it would cooperate directly with companies on a semiconductor network, even if they usually sell services or goods by Apple suppliers. Other partnerships with Applied materialsinstrumental company, GlobalfRoundlossfoundry and Globalwafers America that supplies Taiwan Semiconductor Manufacturing Co. and Texas Instruments with Made-In-Usa Wafers, the starting point for a party of chips.

GlobalFoundries produces chips Broadcomwhich supplies wireless chips for iPhones. Both will work with Apple to develop and produce 5G components in the US

Meanwhile, Apple buy millions of advanced chips made by TSMC in Arizona, where it will be the largest customer of the plant. Cook joined former President Joe Biden at the factory In 2022 And he tries to buy chips at the factory.

Apple said it would invest and become customer in Arizona Amcor An object that packs and test chips is the final stage before installing on a computer.

Apple also said it will expand existing data centers for artificial intelligence in North Carolina, Iowa, Nevada and Oregon. In the past, these data processing centers are emphasized in the cost.

While Apple’s announcement sent partners’ shares, JPMorgan Chase analysts warned in a note on Thursday that “new and expanded interactions may not be completely gradual for world income and forecasts.”

Trump had another.

“Oh, I like what you do,” said the President, reading the Apple commitment list.

Apple is a little worried when it comes to who will prosecute the company for their promises. The company does not break US costs and most Apple vendors have A contract is required to keep the information secret. Apple does not report how much his new campuses in Austin, Texas or North Carolina end up.

In addition, the $ 600 billion title number probably includes many regular costs.

Apple – Note In February, his $ 500 billion commitments included payments to US providers, direct employment, data centers for Apple Intelligence and corporate facilities, as well as Apple TV+ Productions in 20 states.

Apple started publicly announced the expenses in the US during the first Trump administration in 2018 at speed about $ 70 billion a year. In February, the company in the accomplishment up to $ 125 billion a year. The announcement on Wednesday cites this figure up to $ 150 billion annually.

This is still a share of Apple’s total costs.

In the fiscal 2024, Apple spent $ 210 billion worldwide on the value of the goods sold, $ 57.5 billion for operating costs and $ 9.45 billion of capital costs for almost $ 275 billion in world costs.

Tefler said she did not think that the recently announced costs would be significant for Apple profitability, especially since he already has relationships with different companies such as Corning.

“They are going to spend money,” said Teleir.

Analyst Wedbush Dan Jus who used to be predict Made in the US iPhone will cost billions for production and will leave consumers paying $ 3,500, and said the announcement indicates a much different approach on Wednesday. He said it was a “business price”.