Posted on 04/08/2025 1:55:07 PM PDT by DFG
Apple transported five planes full of iPhones and other products from India to the US in just three days during the final week of March, a senior Indian officials confirmed to The Times of India. The urgent shipments were made to avoid a new 10% reciprocal tariff imposed by US President Donald Trump’s administration that took effect on April 5. Sources said that Apple currently has no plans to increase retail prices in India or other markets despite the tariffs.
To mitigate the impact, the company rapidly moved inventory from manufacturing centres in India and China to the US, even though this period is typically a slow shipping season.
“Factories in India and China and other key locations had been shipping products to the US in anticipation of the higher tariffs,” according to one source.
How stockpiling iPhones will help Apple
This stockpiling will allow Apple to maintain current pricing temporarily, the report added. “The reserves that arrived at lower duty will temporarily insulate the company from the higher prices that it will need to pay for new shipments under the revised tax rates,” the source explained. Apple's US warehouses are reportedly stocked for several months ahead.
“Any price hike to offset this impact cannot be limited to just the US market, but will have to be taken across key global regions, including India,” the source noted. The company is analysing how different tariff structures across manufacturing locations will affect its supply chain.
The US remains a crucial market for Apple products, and the company is working to avoid transferring increased costs to consumers, which could impact both demand and profit margins.
(Excerpt) Read more at timesofindia.indiatimes.com ...
Apple transported five planes full of iPhones and other products from India to the US in just three days during the final week of March, a senior Indian officials confirmed to The Times of India.
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Heh. I don’t blame them. Next up.... They need to move manufacturing outta China. Like this week.
Letter of the Law. I’m okay with it.
Article hints that this buys them time while they ramp up production in US.
I have noticed the price of Mac Mini jumping around on Amazon. It was 539 then 549 then 529 and today it’s 557 but it was 579 a couple of hours ago. All in the same week.
“ Apple transported five planes full of iPhones and other products from India to the US in just three days”
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Smart move by Apple. A smarter move would have been to MOVE MUCH MORE Apple assembly capabilities OUT OF CHINA and MUCH FASTER than they have. Also Vietnam would have been a better place than India for much of the new assembly operations. Assembly in India should have been largely limited to the market in India itself.
That’s a lot of jet fuel. This doesn’t sound right.
Apple has enough money they could have made robots to assemble their phones.
That’s going to be the future anyway. If they don’t do so they will not remain competitive.
Yes, I’m as concerned about the excess CO2 as you are.
5 'jets', that's a lot of iPhones.
I haven’t seen anyone who says that full production will happen this year or even next. It could take years for America to be a fully functioning country in control of making quality goods again.
So in the meantime, tariffs will have to be the stick that the US, Vietnam, India, Europe, Taiwan, etc. uses to force China into fair trade practices.
Meanwhile Apple stock has dropped 20% in the last three days...
Indeed. Trump is doing them a favor.
China has been threatening a war for a while now.
Remember all the saber rattling about invading Taiwan during the twighlight of the Biden... ah... presidency?
If a war breaks out, they are going to be in deep, deep trouble.
I think they are mooting 2026 as the ‘invasion date’ currently.
“Heh. I don’t blame them. Next up.... They need to move manufacturing outta China. Like this week.”
>>>>>>>>>>>>>>>>>>>
I totally agree with the idea that companies like Apple and Tesla should bring their manufacturing back to the U.S. It makes sense for the economy and national security. However, this is not something that can happen overnight. It’ll take 8 to 10 years to build the factories, train people, and get everything running here.
The big catch? There needs to be some kind of guarantee that if Democrats win the next election, they won’t just drop the tariffs on China. If that happens, it wipes out the whole reason for companies to even start moving things back. Without that protection, staying overseas will always be cheaper — and no business is going to invest in a long-term move if the rules can just flip in four years.
I’d better get my new iPhone 16 tomorrow, if it’s not too late.
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