Lates News

On May 23, Tianfeng International Securities analyst Guo Mingji posted a tweet on platform X saying that even if Apple's iPhone sales in the United States were subject to a "targeted suppression" of a 25% import tariff, the financial burden would still be much lower than the cost of relocating production lines to the United States. Guo Mingji pointed out that if production were to be moved to the United States, Apple would need to invest billions of dollars in infrastructure, labor, and training, and there is no guarantee that they could achieve the scale, cost, or speed of operations currently in Asia. Currently, the role of the United States in iPhone assembly is limited, with some components such as Corning glass coming from the United States, but final assembly is mostly done overseas.