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Can iPhone Manufacturing Realistically Shift to the US? - DTH

7 snips
Apr 28, 2025
The podcast dives into the complex world of domestic iPhone manufacturing, discussing the trade-offs of moving production to the U.S. and the impact on costs and logistics. It also highlights OnePlus' recent price drop for the Watch 3 and IBM's ambitious $150 billion investment plan for the next five years. Cybersecurity updates and financial performances in the tech industry add to the intrigue, creating a vibrant picture of the current tech landscape.
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INSIGHT

Challenges of US iPhone Manufacturing

  • Shifting iPhone manufacturing to the U.S. is nearly impossible due to Apple's deeply global supply chain.
  • Moving would increase costs, disrupt efficiency, and need years to build U.S. infrastructure and skilled labor.
INSIGHT

iPhone's Complex Global Parts

  • iPhones contain about 2,700 parts sourced from 28 countries, mostly from China, Taiwan, South Korea, and Japan.
  • Less than 5% of parts are U.S.-made, underscoring reliance on international tech components.
INSIGHT

Apple's Diversification to India

  • Apple is diversifying iPhone assembly to India as a partial supply chain shift.
  • Full supply chain relocation remains a significant challenge for Apple.
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