Apple shifts U.S. device sourcing to India and Vietnam

May 1, 2025, 5:20 pm

Apple is retooling its supply chain strategy by shifting most U.S. device shipments—even as iPhone news splashes elsewhere—to India and Vietnam, leaving China with minimal exposure. The move aims to mitigate risks and balance global production while keeping investors on their toes.

techinasia.com / Apple to source over 19b chips from US factories, Cook says

Cook said that Apple will obtain tens of millions of processors from a facility in Arizona this year.

appleinsider.com / Everything but iPhone will ship from Vietnam and India in Q3

Apple CEO Tim Cook revealed that half of iPhones are coming from India, everything else from Vietnam, and the bare minimum from China when shipping to the United States.iPhone shipments will be split between India and ChinaThere have been a lot of questions around how Apple will deal with the Trump…

wsj.com / Apple Says Most of Its Devices Shipped Into U.S. Will Be Sourced From India, Vietnam

The company’s plan for the June quarter comes after an earnings increase of 5% in the January-to-March period.

permalink / 3 stories from sources in 47 hours ago #apple #india #manufacturing

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