Here's where Apple makes its products — and how Trump's tariffs could have an impact
China still accounts for the majority of Apple iPhone production, but the tech giant has sought to ramp up manufacturing in places like India and Vietnam.
Apple has made moves to diversify its supply chain beyond China to places like India and Vietnam, but tariffs announced by the White House are set to hit those countries too.
U.S. President Donald Trump laid out "reciprocal tariff" rates on more than 180 countries on Wednesday.
China will face a 34% tariff, but with the existing 20% rate, that brings the true tariff rate on Beijing under this Trump term to 54%, CNBC reported. India faces a 26% tariff, while Vietnam's rate is 46%.
China
The majority of Apple's iPhones are still assembled in China by partner Foxconn.
China accounts for around 80% of Apple's production capacity, according to estimates from Evercore ISI in a note last month.
Around 90% of iPhones are assembled in China, Evercore ISI said.
While the number of manufacturing sites in China dropped between Apple's 2017 and 2020 fiscal year, it has since rebounded, Bernstein said in a note last month. Chinese suppliers account for around 40% of Apple's total, Bernstein said.
Evercore ISI estimates that 55% of Apple's Mac products and 80% of iPads are assembled in China.