Apple in Trouble: After the U.S.-China Trade War, iPhone No Longer Comes from China?

The trade war between the United States and China, which has been further intensified in recent months, has seriously shaken the tech world. One of the first to feel the consequences of this conflict was – Apple. The IT giant, which has relied on Chinese manufacturing for years, is now forced to change its strategy, locations, and perhaps even – its philosophy.

iPhone no longer "Made in China"

According to a report from the Wall Street Journal, Apple plans to move part of its iPhone production from China to India in order to mitigate the impact of new U.S. tariffs imposed by President Donald Trump on Chinese goods. JPMorgan analysts estimate that Apple could move around 5% of its iPhone 14 production to India, and by 2025, one in four devices could be assembled in the country.

Creative crisis or a pause before a big leap?

Relocating production may affect the availability and price of iPhone devices on global markets. Analysts warn that tariffs from China could increase the production cost of the iPhone 16 Pro model by $300, which could be reflected in the final price for consumers.

How will this affect users in Serbia?

Given that part of the production is being moved to India, where import tariffs to the U.S. are significantly lower (26% compared to 54% from China), Apple is expected to manage to soften the price increase for end-users. However, it is possible that there will be delays in the delivery of new models, which could affect the availability of devices on the Serbian market.

Conclusion

Apple is at a pivotal point in its history. Forced to reassess its relationship with China, pressed by geopolitical tensions, and faced with the demands of a market that no longer tolerates stagnation. Users around the world are already feeling the consequences, and the real impact is yet to come.