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Reuters: 97% of made-in-India iPhones are being exported to the U.S.apple india 97 percent3 months ago
Published June 13, 2025 by Philip Elmer-DeWitt

Reuters: 97% of made-in-India iPhones are being exported to the U.S.

"We are not interested in you building in India, India can take care of themselves, they are doing very well, we want you to build here." — President Trump in May

Read More Reuters: 97% of made-in-India iPhones are being exported to the U.S.

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Fast Company: Apple is Trump's new favorite punching bagapple trump punching bag4 months ago
Published May 31, 2025 by Philip Elmer-DeWitt

Fast Company: Apple is Trump's new favorite punching bag

"Apple doesn’t want to be one of Trump’s many targets, let alone his favorite. But it can certainly take a punch."

Read More Fast Company: Apple is Trump's new favorite punching bag

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Daniel Ives: The U.S.-made iPhone is a fairy taleapple ives fairies india4 months ago
Published May 27, 2025 by Philip Elmer-DeWitt

Daniel Ives: The U.S.-made iPhone is a fairy tale

"One of the smartest move that Cook and Cupertino made over the last few months was quickly pivoting to iPhone production/assembly in India."

Read More Daniel Ives: The U.S.-made iPhone is a fairy tale

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Look what China didn't send to the U.S. in Aprilapple china smartphone exports4 months ago
Published May 20, 2025 by Philip Elmer-DeWitt

Look what China didn't send to the U.S. in April

From Andy Lin and Vlad Savov's "Chinese Smartphone Exports to US Plunge to Lowest Since 2011" posted Tuesday by Bloomberg.

Read More Look what China didn't send to the U.S. in April

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Daniel Ives: Apple bulls need to look past the next 3 monthsapple wedbush iphone air4 months ago
Published May 16, 2025 by Philip Elmer-DeWitt

Daniel Ives: Apple bulls need to look past the next 3 months

"We maintain our OUTPERFORM and $270 PT reflecting incremental confidence in the India and China iPhone supply chain situation."

Read More Daniel Ives: Apple bulls need to look past the next 3 months

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'I had a little problem with Tim Cook yesterday' (video)apple trump india problem4 months ago
Published May 15, 2025 by Philip Elmer-DeWitt

'I had a little problem with Tim Cook yesterday' (video)

"Now I hear you're building all over India. I don't want you building in India." 

Read More 'I had a little problem with Tim Cook yesterday' (video)

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March U.S. smartphone shipments got a tariff bumpapple march smartphone bump4 months ago
Published May 14, 2025 by Philip Elmer-DeWitt

March U.S. smartphone shipments got a tariff bump

"The increase in shipments in March and early April will help insulate Apple from potential immediate pricing impacts in the U.S. through mid-to-late summer."  Counterpoint analyst Gerrit Schneemann

Read More March U.S. smartphone shipments got a tariff bump

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Gene Munster: A 20% tariff could reduce Apple's margins by 2 pointsapple munster q22025 deepwater5 months ago
Published April 30, 2025 by Philip Elmer-DeWitt

Gene Munster: A 20% tariff could reduce Apple's margins by 2 points

"How they navigate the next 10 years is likely keeping Cook up at night."

Read More Gene Munster: A 20% tariff could reduce Apple's margins by 2 points

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Craig Moffett: 'Street's biggest Apple bear' begs to differapple moffett biggest bear5 months ago
Published April 27, 2025 by Philip Elmer-DeWitt

Craig Moffett: 'Street's biggest Apple bear' begs to differ

"You have this tremendous menu of problems created by tariffs and moving to India doesn't solve all the problems." 

Read More Craig Moffett: 'Street's biggest Apple bear' begs to differ

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Assembling iPhones is not the same as making iPhonesapple india china wired5 months ago
Published April 26, 2025 by Philip Elmer-DeWitt

Assembling iPhones is not the same as making iPhones

The majority of Apple’s iPhones are currently made in China, but Chinese-made products have become a toxic asset for US import.

Read More Assembling iPhones is not the same as making iPhones

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
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  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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