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Why Trump can’t throw an apple from China

Thus, switching production to the US will require years, if not decades of coordinated investment into automation, tools, infrastructure and training. The production of foreign components for the construction of facilities in the US will also be a problem.

“If you are a Chinese supplier that creates a specific component that can also be used in Huawei or Xiaomi, you have leverage,” Mohan says. “Encouraging to the separation of these factories is low because you get the scale and efficiency in China that you wouldn’t get if Apple was your only supplier.”

According to Tsay, the uncertainty of politics is another problem. “The American system, as it stands, where everything can be completely flipped every four years, does not contribute to investments in business. When people and companies make investments, they should have a greater horizon than it.”

Mark Randal was the senior vice -president of Motorola when he belonged to Google and wanted to build his smartphone factory in the US. The idea was not impossible, he says, but “I just knew it would be incredibly difficult.”

He says that the expenses for work in the US needed to transform raw materials into finished products are “much higher” than in other places. For example, the United States lacks mechanical instruments. For the mass shift of electronics production in the US “we are talking about the need for tens of thousands of them.”

The rendal adds tariffs, creating a “nightmare” when modeling the cost to a new plant. “That is why most companies do not create short -term, sharp knee reactions to such changes that we see today. You must be super strategic and know where you are going in the long run.”

Done in the US?

A deeper look at a supply range during three details in a last iPhone models illustrates a complication of moving product by a Us, in as also industry which required years by make even fast shifts.

One component of the touch screen made in America and India.

But the OLED display that helps keep the battery life and the built-in multi-hidden layer that allows for interaction on the screen, mainly made by Samsung South Korea.

Main electronic details that make the screen functional iPhone.

A metal skeleton accurate encky a summons of removal China by Apple’s supply chain. During most models a table or cut and in the form by a block of aluminum with the help of precision computer numerical control (CNC) Machines.

Wayne Lam, Techinsights Analyst, says the process is based on the “army” of these machines, which Apple suppliers in China spent years, recruiting and which currently cannot be reproduced elsewhere. “If Apple was on the iPhone production bank, there would be enough CNC machines that they could acquire to meet China’s ecosystem,” – he says.

Lam adds: “This is a specialized skill that is impossible next to China.”

Even a iPhone’s the easiest component . him minor screw – There are complex. They be bring by different material as depending on upon them the role, and have a number of Heads: Philips, the apartment, three tips and five among Others.

But it is the twist in the process of summarizing the problems that the company will face if the iPhone production moved to the US. Apple design, which is different from many other smartphone brands, does not use glue to attach the frame, and analysts say that Foxconn is currently foxconn to hire people than invest in robotic solutions.

https://www.ft.com/__origami/service/image/v2/images/raw/https%3A%2F%2Fig.ft.com%2Fimages%2F8254585792-jwwlk.png?source=ig

2025-04-28 04:06:00

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