Why Trump’s vision for US-made iPhones is unlikely to work

Artificial Intelligence
Artificial Intelligence

President Donald Trump is pressuring Apple to move iPhone manufacturing from China to the United States. But supply chain experts say the plan faces massive barriers built over decades.

The iPhone is assembled from around 2,700 parts, involving 187 suppliers across 28 countries.
Today, less than 5% of its components are made in America.
High-tech parts come mainly from Taiwan, South Korea, and Japan, while final assembly is centred in China.

Commerce Secretary Howard Lutnick said this month that “an army of human beings” would now build iPhones in America.
But analysts warn a U.S.-assembled iPhone could cost up to $3,500, far beyond current prices.

Apple's choice to remain anchored in Asia goes beyond cheap labour.
Experts say China offers speed, flexibility, and world-class scale unmatched by any U.S. alternative.

Final assembly is dominated by Foxconn, a Taiwanese firm with sprawling facilities in China.
Its Zhengzhou iPhone City alone cost $1.5 billion to build and employs 350,000 workers at peak.

Apple is gradually expanding production in India, aiming to diversify risk, but moving full operations to the U.S. would require rebuilding complex supplier ecosystems from scratch.

TechInsights estimates assembling an iPhone costs Apple just $10 per device today.
Ripping up supply chains would erase those efficiencies overnight.

Despite Trump's calls, Apple is seen as highly unlikely to move iPhone assembly to the U.S., according to analysts.
The entrenched networks across China and Southeast Asia are simply too vast, too specialised, and too embedded to replicate quickly.

Apple’s iPhone production remains a symbol of the global economy’s deep integration—one that tariffs and political pressure alone cannot undo.

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