Investment.com – Apple doubled the production strategy for iPhone 17, focusing on production in India and China, not in the United States, according to the new analysis notes from the Wedbush group led by Dan Ives.
“All our work in the supply chain across Asia over the past few weeks gave us a high level of confidence,” the Apple strategy to transfer production to India is accelerating, the company said.
Wedbush assessed that Apple (Nasdaq: AaPl) could increase iPhone assembly in India to 60-65% this fall, although the company could “easily return to the iPhone production strategy in China, depending on the situation with the tax rate”.
Wedbush praised Tim Cook's general manager for managing what they called “an unprecedented situation in the supply chain” at a time worthy of Hall of Glory. “
The recent suspension of tariff stress between the United States and China offers Apple some strategic options to balance production between the two countries.
Although Apple's big investment in the United States – $ 500 billion or more – Wedbush does not see “no chance that the iPhone will start being made in the United States in the near future”, referring to the “Hercules supply chain” and the cost model will increase the price for the iPhone to about $ 3,500.
The company also noted that Apple may be at pressure from the Trump administration in production in the United States, but any such steps will be “unacceptable for Cupertino and will lead to about $ 3,500 for the iPhone, if it is produced in the United States, and this will take years.”
Wedbush has confirmed the ranking, surpassing the market for Apple with a target price of $ 270, referring to the confidence in the strategy of the Indian-China supply chain and the upcoming development in the field of AI, expected at WWDC.
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