From Financial Modeling Prep: 2025-04-10 04:02:00

Bank of America research notes suggest that shifting iPhone assembly to the U.S. could raise production costs for Apple by 25%, with potential increases of over 90% if tariffs are imposed on imported components. Logistical challenges and cost implications are key considerations for the tech giant.

To mitigate risks, Apple could expand production in India, adjust pricing, negotiate better supplier terms, introduce premium products, and extend iPhone launch cycles. These strategies aim to offset cost increases and adapt to potential changes in the manufacturing landscape.

Despite trade tensions and reshoring discussions, Apple is not expected to immediately shift its manufacturing strategy. The company is likely to continue diversifying its production base, with a focus on India. Financial health metrics provide insights into Apple’s profitability trends and operating leverage for investors to consider.



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