Dan Ives: Moving iPhone Production to the US is Unrealistic
- Dan Ives, from Wedbush Securities, claims relocating iPhone production to the US is unrealistic.
- Apple has diversified its supply chain by establishing a manufacturing base in India.
- President Trump threatens 25% tariffs on iPhones made outside the US.
- Ives estimates moving even 15%-20% of production to the US would take four to five years and cost $20-$30 billion.
- The cost of producing iPhones in the US could result in $3,500 per device.
Dan Ives argues that despite Apple’s strategic move to India, shifting iPhone production to the US would be costly and time-consuming, potentially leading to significantly higher prices for consumers.
Source (2.6)https://dailyhodl.com/2025/05/25/moving-apple-iphone-manufacturing-to-us-a-pinocchio-story-says-investor-dan-ives-heres-what-he-means/?rand=59076
