Apple’s Q2 earnings call brought a new twist: CEO Tim Cook warned that ongoing U.S. tariffs could add roughly $900 million in costs for Q3. That’s a hefty price tag if current trade policies stay put.
To soften the blow, Apple is fast-tracking its supply chain shuffle. Cook said, 'For the June quarter, we do expect the majority of the iPhones sold in the U.S. will have India as their country of origin.' India’s factories are stepping up, from Chennai to Bangalore, to meet rising demand.
Meanwhile, the Chinese mainland remains the cornerstone of Apple’s global operations. Despite a dip in mainland sales this quarter – a slide that sent Apple shares down 4% in after-hours trading – factories in the Chinese mainland still power most Apple products sold outside the U.S.
For young global citizens, entrepreneurs, and tech enthusiasts, Apple’s playbook reveals how trade policy and production strategies shape the devices we love. As policies evolve, watch how companies reroute supply chains, and how those shifts influence markets, innovation, and everyday life around the world.
Reference(s):
cgtn.com
