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Mr. Trump specifically named Apple.

US President Donald Trump argued that Apple's manufacturing base in the East is "unsustainable," leaving open the possibility of tax exemptions for some companies.

ZNewsZNews10/04/2025

US President Donald Trump speaks at the White House on April 9 (local time). Photo: CBS19 .

Speaking to reporters at the White House after the decision to postpone retaliatory tariffs, US President Donald Trump continued to mention Apple. He emphasized his goal of bringing manufacturing back to the US, while stating that Apple's strategy in the world's most populous nation was "unsustainable."

"If you look at Apple, you'll see they're spending $500 billion building factories. They wouldn't act if I didn't. They'll continue building them in China, and that's not sustainable," Trump emphasized.

Despite investing in building Apple Intelligence servers in the US, many of Apple's hardware products are still assembled overseas. According to MacRumors , Apple cannot bring its complex supply chain back to the US in the short term. Some reasons stem from costs and a shortage of skilled labor in high-tech manufacturing.

Manufacturing iPhones in the US could cause product prices to skyrocket. Dan Ives, an analyst at Wedbush Securities, emphasizes that this goal is nothing more than "fiction."

“Imagine building a supply chain in the U.S. with a factory in West Virginia and New Jersey. Those iPhones would cost $3,500 ,” Ives told CNN . He was referring to high-tech manufacturing plants that typically produce computer chips.

According to Bank of America (BoA), Apple may move iPhone production back to the US. However, this would nearly double production costs, in addition to a host of logistical challenges. "If you only consider labor costs, the cost of producing an iPhone could increase by 25%," Bloomberg quoted BoA analysts as saying.

Even if Apple hires enough domestic workers, a significant portion of the components used to manufacture iPhones still need to be assembled in China and imported into the U.S. Assuming Apple pays reciprocal tariffs on those items, the total cost could increase by 90% or more.

President Trump unexpectedly announced global tariffs and retaliatory duties on April 2nd. This move caused the stock market to plummet, with Apple shares falling nearly 20%. The decline continued until April 9th, when the US president announced a 90-day postponement of retaliatory duties for dozens of countries. By the time the market closed, Apple shares had rebounded to nearly $200 , a significant increase from their opening price of $172 .

iPhone san xuat My,  Donald Trump thue quan,  thue doi ung,  nha may Trung Quoc anh 1

An employee sells iPhones at an Apple store. Photo: Bloomberg .

However, the temporary suspension of reciprocal tariffs did not apply to goods imported from China. On the same day, Mr. Trump announced an increase in tariffs on China to 125%, effective immediately. This means Apple will have to pay a 125% tariff on all goods imported from China into the US. However, products imported from other regions such as India will only be subject to a 10% tariff.

While maintaining his goal of bringing Apple's supply chain back to the US, Trump commented on tax exemptions for some companies. This could be a positive sign for many businesses, including Apple. "We'll look at it over time... In essence, some companies are being affected a little more severely, and we'll look at that," the US president said.

During Trump's first term, Apple successfully persuaded the administration to exempt some devices from tariffs. However, in this round of tariffs, Trump has not exempted any companies from tariffs.

Source: https://znews.vn/ong-trump-chi-dich-danh-apple-post1544661.html


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