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“This recent trade war with China is the type of concern that Apple is trying to prepare itself.”
Kevin Carter | Getty Images News | Getty pictures
The supply of iPhones from India in the United States increased by 76% a year in April, a technology estimates the market analytical firm. Apple, as Apple has accelerated the plans “developed in India, will say the analysts will give the President Donald Trump and Beijing.
Now part of Omdia, the data of Kanalysis, the US iPhons sent from the United States in April, showed about 3,000,000. This is more different from China, 76% of the last year, with about 900,000 passengers.
Le Juan Chiew, OmyDia’s research manager, April numbers, Apple’s aggressive measures, Apple adapted to China’s tariffs, where Apple has most iPhones.
“This recent trade war with China is the type of concern that Germany has been trying to prepare for a long time,” he began to invest in supply chains in India during the first time in Covid-19 pandemia.
According to Omydia’s assessments, India also surpassed China on the iphone shipments in the United States in March, according to Omdia. Uptick came before Trump’s first increase in “mutual tariffs” on April 2. That month was unusually high and the company’s Riew’s shares appeared.
The decision of the Trump Administration Free iPhone and other consumer electronics from mutual tariffs April 11 did not reverse these trends, Apple CEO Tim Cook, in early May Repetition of plans In the United States, most iPhones will be produced in India because it is sold.
The iPhons imported from China under the current Terms of Trump are still 10% for other countries, including 30%, and the initial tariff rate.
Growth growth?
In the early March and April, Jumping in India’s iPhone shipments showed the eligibility of the supply chains of the supply, and the increase in the Omdia’s appearance was expected to be reduced for the rest of the year.
“The production capacity of India is not expected to grow rapidly to get the US needs in the whole,” he said, “Apple has recently started shipments of Apple’s leading iPhone 16 Pro.
Omydia estimates that the US iPhone demand is about 20 million, India is expected to adapt to this level only by 2026.
Meanwhile, research company Futurum group, CEO and Daniel Newman and main analytical, reflect the last parliament of shipping numbers, but noted that the all supply chain and production process are not a representative.
“In fact, it was a very low lift to transfer more from India to India,” and all of the vast majority of subspests are in China.
Push from Washington and Beijing
Analysts can be treated with protectionary measures that can expand India’s iPhone capacity, both Washington and Beijing, and both protectionist protection measures that have problems with tariffs react to tariffs.
According to Newman, this is a “dangerous game” in the “dangerous game”, albeit a smart thing for Apple, because he does not meet the goals of the tariffs.
On Friday, Trump, all iPhone shipping on all iPhone posts in the entire iPhone post, iPhones sold in the United States, “India or otherwise, will be built in the interior.
China, in turn, is not expected to be easy to make it easier for Apple’s diversification from the country, Newman said that the company has been working as a trade path for Beijing.
According to report From local stores in India, Beijing, trying to further support the country’s higher technological machinery and talents to further support the suppliers of India.
Wedbush Global Director of Technological Research Dan Ives, CNBC, Apple’s Indian plans will create some problems with logistics, distribution and navigation in the country. However, India is expected to remain “life raft” for Apple under the tariff condition.
“The iPhone in the United States is a tale in our opinion and Apple will continue to move forward in the way of India. The cooking will hold a negotiation with Trump, but in the center of India.”
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