Withnew murdered customs dutiesImposed by Donald Trump, Apple is forced to consider an idea, which, a few years ago, would have appeared completely absurd. And if the iPhonewere produced on American soil? The Republican President, in good regular of impactful formulas; often signs of his economic inculture; believes in it "absolutely».
However, analysts are much less enthusiastic. Because making an iPhone in the United States is not just to move mounting chains; It isjeopardize an industrial and financial balancebuilt in the millimeter for two decades.
Fabricate local, pay double: the calculation is quickly done
When the Bank of America has put the numbers flat, the result has cooled the ardor. An iPhone made with American workforce would immediately see its unit cost climbing 25 %. But by adding the current customs duties, imposed in the context of the trade war, the increase could reach ... 90 %! Applewould then sell a product twice as much… Or would cush up on its margins.
Two unacceptable options for a company thatwas built on the reverse equation: high price, low costs. But with regard to the current situation, it isImpossible to say that the iPhone price will not evolve.
This is where the business model collapses: Apple does not live on volume alone, but profitability by device. Each iPhone reports because it costs little to produce, in a network where each room comes from the country where it is the most advantageous. Move production in the United States,This architecture is exploded to C4. Profitability would brutally contract, and investors would feel it from the quarterly results.
«America first "et «maximum profitability "are two concepts incompatible in this context; Between juicy dividends and a star flag,The choice will be quickly seen for shareholders. If Trump had not played the little game of the blind bulldozer by confusingindustrial sovereigntyeteconomic suicide, we would not be there. But the "and»Save anyone in a real economy.
A global network impossible to duplicate on American soil
The cost is not the only concern. The iPhone is also a supply chain distributed between dozens of countries. Some materials are not found in the United States-tantalum, graphite, indium-others, such as bauxite, are no longer extracted locally. Even aluminum alloys depend at more than 50 % of Canadian imports ...that Trump also taxed.
Result: even an "American" iPhone would continue to depend on imports. And these components, assembled or not, would come up against the price barriers set up by the Trump administration. According to Wamsi Mohan, analyst for the Bank of America,The scenario of a stable local production is unlikely: «Unless new taxes are clearly raised, Apple has no interest in repatriating its factories».
L’iPhone«Made in USA»is therefore not a technological fantasy,It is an economic nightmare. By engaging in it, Apple would not gain independence or competitiveness, butwould see his model crack at high speed: laminated margins, exploded costs, elongated deadlines. The kind of imbalance as even a company as powerfulcannot cash in very long.
- Producing the iPhone in the United States would make the costs increase drastically, making the device much more expensive or less profitable.
- The Apple global supply chain, optimized for 20 years, cannot be reproduced locally without major losses.
- The local manufacturing project, pushed by Trump's customs policy, directly threatens Apple's economic model.
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