Wall Street Bull makes a big prediction on Apple making iPhones in India: Apple may manufacture 60-65% iPhones in India, depending … - The Times of India

A large Wall Street expert predicts Apple could manufacture up to 65% of its iPhones successful India by autumn 2025, arsenic the tech elephantine navigates mounting unit from President Trump to displacement accumulation distant from the the country. Wedbush Securities expert Dan Ives, who maintains a $270 terms people and Outperform standing connected Apple stock, called the Trump administration's 90-day tariff intermission "a imagination scenario" for the company. By this fall, Ives believes Apple "could manufacture 60% to 65% of its smartphones successful India," citing his "high level of confidence" that the iPhone shaper is accelerating its manufacturing transportation to the South Asian country.The prediction comes amid escalating tensions betwixt Apple and the Trump medication implicit the company's India operations. During a concern lawsuit successful Qatar, Trump revealed helium confronted Apple CEO Tim Cook, stating: "I had a small occupation with Tim Cook yesterday. I said to him... I don't privation you gathering successful India."

Apple's strategical flexibility amid governmental pressure

Despite statesmanlike pressure, Ives suggests Apple retains strategical options. The institution "could easy pivot backmost to a China driven iPhone strategy," helium noted, with actions babelike "on the tariff concern and woody negotiations."

Apple has reportedly reassured the Indian authorities determination volition beryllium "no change" successful its concern plans, adjacent arsenic Trump publically urged the institution to summation US. production. The tech elephantine manufactured astir $22 cardinal worthy of iPhones successful India successful the twelvemonth ending March 2025, representing a 60% summation from the erstwhile year.

US manufacturing remains unlikely

However, Ives dismisses the anticipation of important American iPhone production, stating determination is "no accidental that iPhone accumulation starts to hap successful the US. successful the adjacent term." The expert warns that US.-manufactured iPhones would outgo consumers astir $3,500 owed to proviso concatenation complexities and manufacturing costs.Apple's manufacturing spouse Foxconn continues expanding its Indian operations with a $1.5 cardinal investment, readying to nutrient 25-30 cardinal iPhones astatine its India plants successful 2025, much than doubling past year's output.