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But isn’t India just assembling devices? Do the tarrifs ignore that many of the components will still be Chinese?

IIRC, it's a bit more complicated as country of origin is part of the mix, so US made Corning glass products are exempt on reentry.

Bottom line, it's NOT coming back to the US.

Not anytime soon, but with the push to all on a chip devices if it can get to the stage where automation and do all or most of the work so you don't need legions of low cost workers assembling devices, some can come back. Most likely for higher end devices with solid margins or specialty devices.

Of course one way to not pay tariffs is to make products in the US. Some of this will happen. The example that has been used is Honda building a new mega plant in the US.

Tariffs have an impact, but automation and other non-tariff costs do as well. The goal should be to be cheap enough with the required quality to be able to export as well, as BMW does; its largest facility is in the US and exports worldwide. If you'd have said 50 years ago BMW would be the largest US automotive exporter, in terms of value of exports, they'd thought you were crazy. Automation, space, and cost makes that possible; and retaliatory tariffs will hurt them.

Tariffs certainly have some uses, but in the end that are just another tax and if they are kept in place just to keep uncompetitive companies in business they need to be reduced and companies fail.
 
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This isn’t new. Most Chinese phone brands (have presents in India) do this. Indian market made in India and made China for everywhere else. Due to their high import tax. So what Trump is doing India has done it ages ago.

The QA will defo an issue. I had a Chinese branded Android phone before, there were definitely more complaints from Indian users than anywhere else on Reddit.
 
Apple, along with many US based firms, have been looking to decouple from China for many years. This predates Trump and the tariffs. Ie- Biden and the CHIPS act.

Large parts of the supply chain still remain in china and will for a long time. By assembling and shipping the iPhones from India, Apple can minimize the impact of tariffs.

Also from the article:

"The timing isn't coincidental. CEO Tim Cook has reportedly been working diligently behind the scenes to protect Apple from the full impact of Trump's tariffs."
 
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This is good. The world needs diversification in manufacturing rather than relying completely on a communist oligarchy that is a major rival to democratic countries. Breaking China’s manufacturing dominance is great result for the U.S. and the world as a whole.
 
After WW2 nations that were devastated from the war (Germany, Japan, China etc) received very favorable tariffs. They paid little or nothing when selling their goods to the US but the US paid much higher tariffs when selling goods to them.
This is false. Tariffs between the US and the EU have been roughly on par, for example. Trump just doesn't like that the US is buying more goods than they are selling, but is ignoring that the US is massively selling services more than they are buying.
 
Challenge accepted! I’m not in the US illegally, never had my wife file a protective order on me, and have committed no crimes.

Now you go to China and do what I suggested. We’ll see which one of us has a better time. :)

Who says you’re not in the US illegally? There no due process to prove either way. I hope you’ve got a long Duolingo Spanish streak.
 
Globalization won’t be reversed because it’s always existed in some form or another since the dawn of civilization.

For thousands of years people realized that to get certain items you have to source from different areas and regions where natural resources and skills are abundant. It’s just nature

Sure, some strategic and essential industry can be kept domestically but you need to have a surgical approach to it with a variety of incentives and subsidies etc. that just makes sense
This is very true, but the current relationship setup with China is just a slow drip poison.
 
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The was never the main goal of the tariff hammer. After WW2 nations that were devastated from the war (Germany, Japan, China etc) received very favorable tariffs. They paid little or nothing when selling their goods to the US but the US paid much higher tariffs when selling goods to them.

This was never readdressed and should have been 20 years ago. The primary goal of all of this is fare trade. Of course one way to not pay tariffs is to make products in the US. Some of this will happen. The example that has been used is Honda building a new mega plant in the US.
But…that’s not how tariffs work. The country ‘selling’ to the USA doesn’t pay the tariff, the company buying the product (yes, the USA company) pays the tariff to the government.
 
India is a good location. India is China's largest and most capable geopolitical adversary in that part of the world. India is not particularly fond of Russia either. The MSM failed to report the impact VP Vance, and especially his Indian wife, Usha, and their 3 children had on India. Usha is an absolute rock star in India, and the immense pride Indian people have in Usha and her children gobsmacked VP Vance.
 
Or they could just build them here... America was the world's factory, until the oligarchs decided they could profit more off of Chinese production with a manipulated currency and forced below market labor.

They used to say "we can only build in China"... but now they build in China and Brazil... so it's basically they just don't want to pay American workers.
They don't want to pay American workers because you don't want to pay $2500 for a phone!
 
Time to let US beta test manufacturing.
Don’t have enough workers of that type to fill roles. We have skilled labor, but the manufacturing of these devices requires a set of engineering skills that isn’t standard in our educational system like it is in other countries. We are WAY behind in math, engineering and science compared to the rest of the world. We’re more fixated on making kids into bankers and brokers, which is why our new common core math is set up to be a speculators pipe dream
 
Manufacturing will come back to the U.S....if machines and robots are doing all the work.

The only way we have manufacturing is if no one actually has to be paid.
Exactly. The oligarchs don’t want to pay people for the work, so machines and automation will be next. They’ll find out the higher price tag of maintaining and servicing will send their labor cost even higher
 
So at the end of the day, manufacturing isn’t coming back to the US, meaning the tariffs really didn’t accomplish Trump’s goal. Got it.
SOME manufacturing will hopefully come back to the U.S. It is mostly important for national security, but there is other manufacturing that would do well in the U.S., also. Steel and computer chips need to be made in the U.S. to avoid China having a monopoly on war manufacturing. Cars being assembled/made in the U.S makes sense because they’re expensive to ship from overseas. But I don’t think anyone actually expects ALL manufacturing to be done domestically.
 
The important part is not so much the assembly but the building of the discreet components. So far, China has wasted 100s of billions of dollars trying to catch up with chip production with no success. TSMC, the chip maker of Apple Silicon, is now in production in Arizona of 2nm chips and is building more production facilities in Arizona and Texas.
 
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One notable development in Wyoming is the resumption of rare earth mining operations. Prior to the Environmental Protection Agency’s (EPA) implementation of stringent regulations, Wyoming held significant production capacity for lithium and other rare earth ores, which were instrumental in the refining process.
thing we are seeing in Wyoming is the restart of rare earth mining. Before the EPA made it too costly, Wyoming was a major producer of lithium and other rare earth ores for refining.

Just used Apple's writing AI for the first time. Looks like I am going to dump Grammarly.
 
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American consumers will be sneaking in gray market iPhones from outside the country not just to avoid tariffs, but also because of higher quality. What a strange sight to behold.
The only problem is you get no warranty with grey market devices. Only time will tell if Apple will sell AppleCare in the US for non-US market devices. If Apple 'Merica sells and honors AppleCare for non-US market devices, this make a sound financial choice.
Ahhhhhh, India...the pillar of environmentalism and fair wages! #TimApple
China isn't better in that regard.
 
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Apple doesn't have to bring iPhone production/assembly to the US. However, to future-proof, move production of the highest tech components to the US (& Canada & Mexico after Donald is gone).
 
It wasn't coming back to the US and getting out of China is a good thing...
They are not getting out of China. Most of the rest of the world will get their phones from China and many of the phone components will still be supplied by China.
 
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