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India's iPhone exports to the U.S. soared an estimated 76%. But Trump, Beijing won't make further growth easy
India's iPhone exports to the U.S. soared an estimated 76%. But Trump, Beijing won't make further growth easy

CNBC

time27-05-2025

  • Business
  • CNBC

India's iPhone exports to the U.S. soared an estimated 76%. But Trump, Beijing won't make further growth easy

Shipments of iPhones from India to the U.S. rose 76% in April year on year, estimates from a technology market analyst firm shows. The surge comes as Apple accelerates its "made in India" plans, which analysts say will meet pushback from President Donald Trump and Beijing. The data from Canalys, now part of Omdia, showed that U.S. iPhones shipped from India in April reached roughly 3,000,000. That's a stark contrast to shipments from China over the same period, which fell about 76% from last year to just 900,000. According to Le Xuan Chiew, a research manager at Omdia, the April numbers show the aggressive measures Apple has taken to adapt to Washington's tariffs against China, where Apple manufactures most of its iPhones. "This latest trade war with China, is the type of disturbance that Apple has long been trying to prepare itself for," he said, adding that the country had first started investing heavily into supply chains in India during the Covid-19 pandemic. India also surpassed China in iPhone shipments to the United States in March, according to Omdia's estimates. The uptick came ahead of Trump's first iteration of "reciprocal tariffs" on April 2. The amount of shipments that month was unusually high and appeared to be the result of the company's stockpiling, according to Chiew. The Trump administration's decision to exempt iPhones and other consumer electronics from his reciprocal tariffs on April 11 did not reverse those trends, with Apple CEO Tim Cook in early may reiterating plans for most iPhone's sold in the U.S. to be manufactured in India. IPhones imported from China under Trump's current term tariffs still face an additional 30% of duties, while the baseline tariff rate is currently 10% for most other countries, including India and Vietnam. While the jump in India's iPhone shipments in March and April showed the adaptability of Apple's supply chains, that growth is expected to slow down for the rest of the year, according to Omdia's Chiew. "India's manufacturing capacity isn't expected to grow fast enough to take the entirety of U.S. demand. It's still too early," he said, noting that the company recently began shipments of Apple's most cutting-edge iPhone 16 Pro. Omdia estimates that U.S. iPhone demand is about 20 million a quarter, with India expected to be able to match that level only by 2026. Meanwhile, Daniel Newman, CEO of Futurum Group, noted that shipment numbers reflect final assembly, but are not representative of the entire supply chain and manufacturing process. "It was actually a very low lift for them to migrate more and more of the final assembly from China to India," he said, adding that a vast majority of the sub-assemblies are all still in China. Analysts said India's ability to expand its iPhone capacity could be curbed by protectionist measures from Washington and Beijing, which both have issues with Apple's reaction against tariffs. According to Newman, while this is the smart thing for Apple to do, it's also playing a "dangerous game" with Trump, as it doesn't meet the objectives of his administration's tariffs. On Friday, Trump threatened to slap a 25% tariff on all iPhone shipments in a social media post, reiterating that he expects iPhones sold in the U.S. to be manufactured and built domestically, "not India, or anyplace else." China, for its part, is not expected to make it easy for Apple to diversify out of the country, Newman said, adding that the company has served as trade leverage for Beijing. According to reports from local outlets in India, Beijing has tried to make it harder for India to access the high-tech machinery and talent from China needed to further support Apple's suppliers in India. Dan Ives, global head of technology research at Wedbush Securities, told CNBC that Apple's India plans will pose some challenges regarding logistics, distribution and navigating complex supply chains in the country. However, India is nevertheless expected to remain a "life raft" for Apple under the tariff situation. "Producing iPhones in the U.S. is a fairy tale in our view and Apple will continue to plow ahead on the India path. Cook will look to negotiate with Trump but India is the focus and not changing."

Why Apple will find it difficult to shift iPhone production to the U.S.; here are the top reasons
Why Apple will find it difficult to shift iPhone production to the U.S.; here are the top reasons

Time of India

time23-05-2025

  • Business
  • Time of India

Why Apple will find it difficult to shift iPhone production to the U.S.; here are the top reasons

After a declaration by POTUS Trump that a 25% tax will be levied on iPhones if I Phones are not US made. Tim Cook said most iPhones available to U.S. consumers this quarter will be made in India. Tim Cook, though, has already declared that I Phones available for US citizens this quarter will all be made in India. An I Phone is $1,500 to $3,500 dollar a piece if made in US. However, the costs can come down to $1200 dollars if it's made in India. Apple has spent decades building its supply chain in China since the 1990s, switching to the U.S. would take years and cost billions, as per the report by Associated press. Apple depends on a massive network of Chinese suppliers and factories that can't be easily replaced. Wedbush analyst Dan Ives said making iPhones in the U.S. is a 'nonstarter', it could push prices up to over $3,000 and might not happen before 2028, as per reports. Tim Cook said that in March, tariffs didn't cause big problems for Apple, but after June, it's hard to say what will happen. Because Apple relies so much on China and India, the trade war puts its products at risk of getting pricier. Eventually, Apple might raise iPhone prices if tariffs start cutting into its profits too much. Apple makes a lot of money from services like iCloud and Apple Music, which aren't affected by tariffs, this gives them room to absorb some costs, says Dipanjan Chatterjee, Forrester Research. Apple earned $96 billion from services last fiscal year, which helps them handle tariff costs for now, he added, as mentioned in the report by Associated press. Live Events Apple earlier said that it plans to hire 20,000 people by 2028, and thus invest $500 billion dollars in the process. But reports suggest it won't be for iPhone production, but mostly for things like data centers in Houston. U.S. Commerce Secretary Howard Lutnick claimed tariffs would force Apple to bring manufacturing to America, as per CBS News. But Tim Cook doubted that idea, saying the U.S. doesn't have enough skilled workers to do detailed tasks like in China. Cook said that in China, there are so many skilled workers that they can fill football fields, but in the U.S., it's hard to even fill one meeting room. Trump already tried pushing Apple to make iPhones in the U.S. during his first term, but didn't succeed, instead, iPhones started being made in India and Vietnam, according to reports. Back in 2019, Trump toured an Apple plant in Texas with Cook, where Macs not iPhones were being made, then he wrongly claimed he opened the plant. The Texas plant had actually been running since 2013, when Obama was president. So, basically making iPhones in the U.S. is super expensive, needs special skills, takes years, and Apple is already super dependent on China and India. FAQs Q1. Why can't Apple make iPhones in the U.S.? It's too expensive and the U.S. lacks enough skilled workers for the job. Q2. Will iPhone prices go up if made in the U.S.? Yes, the price could go up by thousands of dollars if production moves to the U.S.

Want to attend the NFL draft in Green Bay but don't have a smartphone? Here's what to know
Want to attend the NFL draft in Green Bay but don't have a smartphone? Here's what to know

Yahoo

time17-04-2025

  • Sport
  • Yahoo

Want to attend the NFL draft in Green Bay but don't have a smartphone? Here's what to know

Football fans who don't have a smartphone will still be able to get their tickets to the 2025 NFL draft in Green Bay. Entry to the draft, which runs April 24-26, is free. Most fans will only have to download the NFL's OnePass app, register, sign a waiver and show their phone at one of the general admission entrances to access the Titletown District, Lambeau Field and all that the NFL Draft Experience has to offer. It won't be quite so straightforward for the more than 30 million Americans who do not own a smartphone. IPhones and Galaxies may seem ubiquitous, but Pew Research in November 2024 found about 9% Americans do not own a smartphone. No need to worry, though: the NFL offers those without smartphones two ways to get tickets to the draft. More: Want to attend 2025 NFL draft in Green Bay? Here's how to register and get in Fans can visit the NFL's Draft Access webpage at and click the "Register for Free" button to get started. You will have to either log in to your account or create a new one to get started. From there, you will need to provide some basic information about yourself and then will be asked if you want to opt in to promotional texts to your cellphone. There's a "skip" button in the upper right corner if you'd prefer not to receive promotional texts. Once you've completed the registration process, the NFL will email you a QR code that you can show at either of the two general admission entrances to the draft grounds. The NFL will have Fan Services staff at both general admission entrances to the draft grounds to help people without smartphones complete their registration. Those who register at the NFL draft entrances will be provided a business card-sized slip of paper with a QR code for entry on it. The northwest end of the Titletown District, between South Ridge Road and Military Avenue The Lambeau Field parking lot near the intersection of South Ridge Road and Valley View Drive Only adults age 18 and up can register for tickets to the NFL draft. Each adult can admit up to five children via the QR code they get to enter the draft grounds and to participate in activities. Contact business reporter Jeff Bollier at (920) 431-8387 or jbollier@ Follow him on Twitter at @JeffBollier. This article originally appeared on Green Bay Press-Gazette: How to attend NFL draft in Green Bay if you don't have a smartphone

Apple axes top security feature in Britain amid row with Yvette Cooper
Apple axes top security feature in Britain amid row with Yvette Cooper

Yahoo

time21-02-2025

  • Yahoo

Apple axes top security feature in Britain amid row with Yvette Cooper

Apple has removed a key security feature from British iPhones in an escalation of the tech giant's row with Yvette Cooper, the Home Secretary. IPhones in the UK are not able to activate advanced data protection (ADP), which fully encrypts iCloud storage, as of Friday afternoon. It comes after the Home Office issued the company with a secret notice ordering it to break the service's encryption under surveillance laws. While Apple is barred from revealing the existence of the order, it has previously warned that it would withdraw features such as ADP rather than build a 'backdoor'. It is the first time Apple has removed the feature in any country. After 3pm on Friday, users seeking to activate ADP were met with a message saying 'Apple can no longer offer Advanced Data Protection (ADP) in the United Kingdom to new users'. The company said it would give existing users time to turn the feature off before they lose their iCloud backups. Last month, the Government issued Apple with a secret notice known as a technical capability notice, which requires the company to develop a way to break its encryption. British politicians have repeatedly clashed with technology companies over end-to-end encryption, which they say allows terrorists and paedophiles to hide their tracks online. Security advocates say that the technique protects users from hackers and that it is impossible to break encryption only for criminals. Removing the feature in Britain does not technically free Apple from the notice, which can apply globally. However, if the Home Office has issued the notice to obtain information about a UK individual, disabling the feature in Britain may mean the notice is no longer needed. The company said it was 'gravely disappointed' by developments and that it had always refused to build a backdoor. 'Apple can no longer offer advanced data protection in the United Kingdom to new users and current UK users will eventually need to disable this security feature,' the company said. 'ADP protects iCloud data with end-to-end encryption, which means the data can only be decrypted by the user who owns it, and only on their trusted devices. We are gravely disappointed that the protections provided by ADP will not be available to our customers in the UK given the continuing rise of data breaches and other threats to customer privacy. Enhancing the security of cloud storage with end-to-end encryption is more urgent than ever before. 'Apple remains committed to offering our users the highest level of security for their personal data and are hopeful that we will be able to do so in the future in the United Kingdom. As we have said many times before, we have never built a backdoor or master key to any of our products or services and we never will.' The Home Office said: 'We do not comment on operational matters, including for example confirming or denying the existence of any such notices.' Under ADP, an optional feature Apple introduced in 2022, content such as messages and photos stored in iCloud are end-to-end encrypted, meaning that even Apple cannot access them when asked by law enforcement. Returning those accounts to the weaker default level of protection will allow security services to request the contents of suspects' iCloud accounts. Apple's iMessage and FaceTime apps remain end-to-end encrypted. Broaden your horizons with award-winning British journalism. Try The Telegraph free for 1 month with unlimited access to our award-winning website, exclusive app, money-saving offers and more.

Apple axes top security feature in Britain amid row with Yvette Cooper
Apple axes top security feature in Britain amid row with Yvette Cooper

Telegraph

time21-02-2025

  • Telegraph

Apple axes top security feature in Britain amid row with Yvette Cooper

Apple has removed a key security feature from British iPhones in an escalation of the tech giant's row with Yvette Cooper, the Home Secretary. IPhones in the UK are not able to activate advanced data protection (ADP), which fully encrypts iCloud storage, as of Friday afternoon. It comes after the Home Office issued the company with a secret notice ordering it to break the service's encryption under surveillance laws. While Apple is barred from revealing the existence of the order, it has previously warned that it would withdraw features such as ADP rather than build a 'backdoor'. It is the first time Apple has removed the feature in any country. After 3pm on Friday, users seeking to activate ADP were met with a message saying 'Apple can no longer offer Advanced Data Protection (ADP) in the United Kingdom to new users'. The company said it would give existing users time to turn the feature off before they lose their iCloud backups. Last month, the Government issued Apple with a secret notice known as a technical capability notice, which requires the company to develop a way to break its encryption. British politicians have repeatedly clashed with technology companies over end-to-end encryption, which they say allows terrorists and paedophiles to hide their tracks online. Security advocates say that the technique protects users from hackers and that it is impossible to break encryption only for criminals. Removing the feature in Britain does not technically free Apple from the notice, which can apply globally. However, if the Home Office has issued the notice to obtain information about a UK individual, disabling the feature in Britain may mean the notice is no longer needed. The company said it was 'gravely disappointed' by developments and that it had always refused to build a backdoor. 'Apple can no longer offer advanced data protection in the United Kingdom to new users and current UK users will eventually need to disable this security feature,' the company said. 'ADP protects iCloud data with end-to-end encryption, which means the data can only be decrypted by the user who owns it, and only on their trusted devices. We are gravely disappointed that the protections provided by ADP will not be available to our customers in the UK given the continuing rise of data breaches and other threats to customer privacy. Enhancing the security of cloud storage with end-to-end encryption is more urgent than ever before. 'Apple remains committed to offering our users the highest level of security for their personal data and are hopeful that we will be able to do so in the future in the United Kingdom. As we have said many times before, we have never built a backdoor or master key to any of our products or services and we never will.' The Home Office said: 'We do not comment on operational matters, including for example confirming or denying the existence of any such notices.' Under ADP, an optional feature Apple introduced in 2022, content such as messages and photos stored in iCloud are end-to-end encrypted, meaning that even Apple cannot access them when asked by law enforcement. Returning those accounts to the weaker default level of protection will allow security services to request the contents of suspects' iCloud accounts. Apple's iMessage and FaceTime apps remain end-to-end encrypted.

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