Roz Updates

Trump Urges Apple CEO to Shift Manufacturing from India to U.S. – A Big Blow to India?

ByAhmed Hassan

15 May 2025

Trump to Apple: “Stop Building in India, Bring Jobs Back to America”

In a major geopolitical development, U.S. President Donald Trump has publicly urged Apple CEO Tim Cook to halt the company’s growing production activities in India and shift operations back to the United States. During a business event in Doha, Qatar, Trump made a direct appeal to Cook, highlighting the economic importance of boosting domestic manufacturing.

Trump’s Direct Statement:

“Tim, you’re my friend, I treated you very good. You’re coming here with $500 billion, but now you’re building all over India. I don’t want you building in India. Build there if you want to take care of them, because India is one of the highest tariff nations in the world.”

These remarks follow Apple's announcement of a $500 billion investment to enhance its American production capacity, signaling renewed interest in reshoring initiatives.

Tim Cook: U.S. iPhones Will Be Made in India and Vietnam

Earlier this month, Tim Cook revealed that most iPhones sold in the U.S. this year will originate from India and Vietnam, not China. The shift reflects both logistical benefits and a long-term strategy to diversify Apple’s global supply chain.

Cook also stated that China will remain the primary production base for Apple products sold outside the United States, reinforcing the company’s regional sourcing model.

Global Supply Chain Realignment: Risks and Rewards

Trump’s demands highlight a larger debate about bringing manufacturing back to America. While this strategy has strong political appeal, experts warn of economic challenges:

Key Concerns:

  • Higher production costs in the U.S.

  • Disruption to Apple’s streamlined Asian supply chain

  • Job market impact in India, where Apple’s investments are creating thousands of jobs

  • Geopolitical strain between U.S., China, and India

As companies like Apple balance national demands with global operations, the future of tech manufacturing will depend on navigating tariffs, local policies, and logistical resilience.

The Future of iPhone Production

Trump’s statements mark a renewed push for economic nationalism, urging tech giants to prioritize domestic production. Yet, Apple’s dual-track manufacturing strategy—expanding in both the U.S. and emerging Asian markets—may offer the most sustainable path forward.

With Apple’s future iPhones, iPads, and AirPods likely to be made in India and Vietnam, the tech giant appears to be insulating itself from geopolitical turbulence while supporting economic growth in multiple regions.

Stay tuned with ROZ Updates for updates on Apple’s global manufacturing plans and their impact on tech policy, supply chains, and international economics.

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