Trump is threatened by Apple 25% tariff on iPhones

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President Donald Trump threatened Apple with an iPhone 25 % tariff, unless the company moves the production of the best-selling product on the USA, escalating distance with the head of the chief director Tim Cook.

Cook said this month that Indian factories will provide “most” iPhones Sold in the US in the coming months, because Apple is trying to avoid tariffs on Chinese goods imposed by Trump as part of a trade war.

“I have long informed Tim Cook from Apple that I expect their iPhone, which will be sold in the United States of America, will be produced and built in the United States, not in India or elsewhere,” wrote Trump on a social post on Friday.

“If this is not the case, Apple must pay a tariff of at least 25%

Apple sells over 60 mn iPhones in the USA. Financial Times has previously announced that the company planned to acquire all these devices from India By the end of next year.

Foxconn, a key Apple supplier, invests $ 1.5 billion for the extension of the iPhone production in India with a display module near Chennai, FT Reported Earlier on Friday.

Apple The actions fell by 3 percent in trade in front of the brand after Trump’s post. The company did not immediately answer to the request for comment.

Company shares lost over USD 300 billion In one day last month, after Trump threatened huge new tariffs for dozens of countries, including all the largest production center around the world.

Then the United States granted the exemption from many of these tariffs to smartphones and other electronics, and at the beginning of this month Trump agreed to temporarily limit the import of imports from China.

Trump’s latest threat is coming a week later He complained About the “little problem with Tim Cook” in connection with the Apple plans regarding the extension of the iPhone production in India. He claimed that Apple would “increase their production in the United States” after a discussion with the head of a technology company.

Trump’s explosion appears at a time when the US and India negotiate a double -sided trade agreement, aimed at obtaining a threat by the US leader to hit a 26 % tariff for Indian goods.

The government of Prime Minister Narendra Modi encouraged to produce electronics in the most populated country in the world-now the second largest smartphone market in the world-to investors billions of incentives related to production.

Although China remains by far the largest production base for Apple, Foxconn and Dad Electronics are building operations that provide Apple in southern India Tamil Nadu and Karnataka. According to counterpoint research, India brought 18 percent of the global iPhone production in 2024, and the share should increase to 32 percent in 2025.

Cook was one of the few managers of large technologies who built productive relationships with Trump during the first term of the latter, helping Apple to avoid endangered tariffs on iPhones and intelligent watches.

The latest ally of the president in the Silicon Valley is the head of NVIDIA, Jensen Huang, who committed hundreds of billion dollars on the construction of artificial intelligence infrastructure in the USA.

During the party in Riyadh last week, Trump went crazy Huang, saying: “Tim Cook is not here, but you are.”

From the time when Cook participated in the inauguration of Trump in January, he was in regular contact with the president and his administration. Apple has committed hundreds of billion dollars in the USA in the USA in the next four years, including buying fries and AI servers produced in America.

However, the challenges related to the repetition of the Asian supply chain and production equipment for a product as complex as the iPhone in the USA are significant. Analysts estimate that costs probably flow in tens of billions of dollars and taking many years.

Before Trump suspended his Chinese tariffs, Apple said that he was expecting to face hundreds of millions of dollars additional costs because of new duties, warning that the highest impact was difficult to predict.