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Apple supply chain

Read Cult of Mac’s latest posts on Apple supply chain:

Five Apple factories in India will build iPhone 17 for the US

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iPhone 17 and 17 Air may lack ProMotion display features
Apple continues reducing its reliance on China.
Photo: Ed Hardy/Cult of Mac

In a first for its India operations, Apple reportedly will assemble all four iPhone 17 models in the country before their September debut.

Typically, Apple starts assembling new iPhone models in India weeks after their global launch.

Trump threatens 100% tariff on chips … but not on Apple

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US President Donald Trump and Apple CEO Tim Cook
Apple CEO Tim Cook seems to be keeping US President Donald Trump happy.
Illustration: ChatGPT

President Donald Trump warned computer makers Wednesday that he’ll soon hit them with a 100% tariff on chips and semiconductors imported into the United States. However, companies that make chips in the United States are exempt. Trump specifically called out Apple as one of the companies that will not be affected.

Processors for many Apple products are already produced in Arizona, and the company just announced a new deal with Samsung to make other types of chips in Texas.

Apple will make 100% of iPhone and Apple Watch screens in US

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Photo of workers as Apple commits $2.5 billion to produce all of the cover glass for iPhone and Apple Watch in Corning’s Harrodsburg, Kentucky, manufacturing facility.
Workers at Corning’s manufacturing facility in Harrodsburg, Kentucky, will produce the cover glass for every single iPhone and Apple Watch.
Photo: Apple

Apple pledged Wednesday to make 100% of the glass screens on all iPhones and Apple Watches in the United States for the first time. The company committed $2.5 billion as part of its expanding partnership with Corning, which will produce the iPhone and Apple Watch cover glass at its plant in Harrodsburg, Kentucky.

“We’ve worked with our partners at Corning to build the world’s largest and most advanced smartphone glass production line,” Apple CEO Tim Cook said during a White House briefing Wednesday afternoon, during which he committed an additional $100 billion investment in American manufacturing. “I’m pleased to announce that very soon — this is for the first time ever — every single new iPhone and every single new Apple Watch sold anywhere in the world will contain cover glass made in Kentucky.”

Apple commits $500 million to American-made rare earth magnets

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MP Materials makes rare earth magnets in Fort Worth, Texas.
MP Materials makes rare earth magnets in Fort Worth, Texas.
Photo: MP Materials

Apple announced a new commitment Tuesday to buy $500 million worth of American-made rare earth magnets from Texas-based MP Materials. The raw material will go into iPhones, MacBooks and more.

In addition, the two companies are working together to build a cutting-edge rare earth recycling line in California.

Today in Apple history: iPad 2 leak lands insiders in prison

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The iPad Pro.
Leaking pre-release images could land you behind bars.
Photo: Leander Kahney/Cult of Mac

June 15: Today in Apple history: iPad 2 leak lands insiders in prison June 15, 2011: Three people get sentenced to prison in China for leaking information about the iPad 2 prior to its release.

The Foxconn R&D employees receive sentences ranging from one year to 18 months. They also must pay fines between $4,500 and $23,000. If you ever wonder why more Apple products don’t leak prior to release, this might help explain why!

Apple analyst warns political pressure may outweigh tariff impact

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Apple logo with White House in the background.
Apple should take the 25% tariff hit instead of making iPhones in the U.S.
Illustration: ChatGPT

President Donald Trump wants Apple to make iPhones in the United States. Otherwise, he threatens to impose a 25% tariff on the company.

A well-connected supply chain analyst thinks that, from a profitability standpoint, it’s better for Apple to absorb the 25% tariff on iPhones. But the bigger concern is the growing political pressure from the U.S. president.

Trump calls out Apple for building products in India

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iPhone 14 Pro in India
Trump does not want Apple to expand its manufacturing in India.
Photo: Cult of Mac

President Donald Trump made it clear Wednesday he doesn’t want Apple to manufacture its products in India.

“I don’t want you building in India,” Trump reportedly told Apple CEO Tim Cook during a phone call Wednesday.

Trump tariffs will cost Apple almost $1 billion this quarter

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AI image of an Apple logo in a post-apocalyptic landscape, with the words
Newly imposed tariffs could cost Apple $900 million dollars this quarter -- and that's just the start.
Illustration: Midjourney/Cult of Mac

Apple CEO Tim Cook said Thursday that he expects the tariffs imposed by President Donald Trump to add at least $900 million to the company’s costs during the current quarter, which ends in June.

Speaking with investors after the company announced its quarterly earnings results, Cook also said Apple will assemble most of the products it sells in the United States outside of China this quarter to avoid the tariffs fueling an ongoing trade war between the two countries.

Apple plans to make all US iPhones in India

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More iPhones are made in India than you might think
Made in India iPhones could become common in the United States next year.
Photo: Cult of Mac

In a major supply chain shift, Apple plans to move the production of all iPhones sold in the United States to India by the end of 2026. This move should allow the company to avoid the extra tariffs the U.S. government imposed on China amid escalating trade tensions.

Apple chooses Samsung for foldable iPhone OLED displays

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Folding iPhone concept
Folding iPhone concept
AI concept: ChatGPT/Cult of Mac

Apple chose Samsung Display as the exclusive supplier of OLED panels for its first foldable iPhone, expected to launch in 2026, according to a new report. The decision marks a departure from Apple’s typical multi-supplier strategy. It could help ensure high quality and reinvigorate the foldable OLED market.

Why an all-American iPhone is impossible

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An AI image of a hand holding an iPhone in front of an American flag, with the word
Don't mean to burst your bubble, but an American-made iPhone isn't in the cards.
AI image: Midjourney/Cult of Mac

A top goal of President Donald Trump’s hefty tariffs on essentially all imports is to force companies to move their production to the United States. That includes bringing iPhone assembly to America. The problem is, there are huge roadblocks that make that goal virtually impossible.

In broad terms, America doesn’t have anywhere close to the production capacity, or sufficient numbers of workers interested in low-paying factory jobs, to produce an all-American iPhone along with everything else Trump wants made in the U.S. Also missing from the equation: customers thrilled about paying much higher costs for products made in the United States.

The result is shaping up to be years of economic difficulties for Americans.

Trump plan to kill CHIPS Act threatens US-made iPhone processors

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TSMC chip production
The future of TSMC plants in Arizona and US chip production hangs in the balance.
Photo: TSMC

President Donald Trump’s recent threat to cancel the CHIPS and Science Act, which offers tax credits to companies that produce processors in the United States, could throw a monkey wrench into plans to boost U.S. chip production. Trump argues that tariffs would do the job better.

That raises questions about the future of Taiwan Semiconductor Manufacturing Company plants being built in Arizona thanks to the CHIPS Act. TSMC’s Arizona chip fabs already make processors for iPhone and Apple Watch.

TSMC Arizona foundry now makes 2 Apple chips

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TSMC Arizona
All iPhone and Apple Watch chips aren’t made overseas.
Photo: TSMC/Cult of mac

The chip fabrication plant TSMC opened in Arizona reportedly began producing a second Apple processor, a win for those eager to see more chips produced in the United States.

The fab now reportedly makes Apple Watch processors. It began manufacturing iPhone chips in 2024.

Today in Apple history: iPhone factory deaths spark investigation

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Foxconn
Tim Cook visits one of Apple's factories in China.
Photo: Apple

December 11: Today in Apple history: Deaths at Pegatron iPhone factory spark investigation December 11, 2013: A Chinese labor rights group calls on Apple to investigate the deaths of several workers at a Shanghai factory run by iPhone manufacturer Pegatron.

Most controversially, one of the dead workers is just 15 years old. The underage worker reportedly succumbed to pneumonia after working extremely long hours on the iPhone 5c production line.

iPhone 17’s display could get a big anti-reflective upgrade

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iPhone 15 in hand
You might be able to ditch the screen protector with the iPhone 17 in 2025.
Screenshot: Apple

Apple could give the iPhone 17’s display a big anti-reflective update. A new rumor says the 2025 iPhone might feature a “super-hard anti-reflective layer,” which is also more scratch-resistant.

Seemingly, Apple will use a new layer of coating on the glass to reduce the reflection and increase scratch resistance.

Still big in Japan, iPhone slips in China

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iPhone 15 Pro in iPhone market outlook
Tuesday's iiPhone market outlook reports fell short of upbeat.
Photo: Apple

A flurry of iPhone market outlook reports shows Apple’s juggernaut handset is still the top-seller in Japan while slipping to fourth place in China so far in 2024. And that comes as Apple lowers component shipment targets for the year amid supply chain challenges, pointing to a possibly down year.

Apple chipmaker moving ahead toward 2nm processors in 2025

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TSMC looks ahead to super-speedy 2nm processors
2nm processors made by TSMC will be faster while using less power than today's 5nm iPhone and Mac chips.
Image: Ed Hardy/Cult of Mac

Getting 2nm processors into Mac and iPhone is reportedly proceeding as scheduled, and TSMC will begin making these in 2025.

The on-schedule progress report comes as very good news. Especially considering that the Taiwanese chipmaker ran into significant delays developing the 3nm processors currently in use.

Macs get ready to heat up as iPhone 15 cools down [The CultCast]

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CultCast 615- MacBook Pro rumors.
Are we really going to see new MacBooks before the year ends?
Image: Cult of Mac

This week on Cult of Mac’s podcast: The latest MacBook rumor sounds enticing, but will it come true? It’s time to speculate. Meanwhile, the real fire talk is all about that big, toasty iPhone 15 Pro Max. Apple’s iOS 17 update fixes the overheating problem. (Frankly, “Thermalgate” seems about as overblown as “Printgate.”)

Also on The CultCast:

  • Did Apple screw up the iPhone 15 Pro’s Action button? We debate our fearless leader Leander Kahney’s controversial stance on the subject.
  • Apple’s got a secret plan to own its microLED display chain.
  • If you don’t like macOS Sonoma’s brilliant one-click desktop reveal, we’ll tell you how to turn it off. (We’ll try not to think less of you if you do.)
  • On the 12th anniversary of Steve Jobs’ death, we ponder the state of Apple’s leadership and vision.

Listen to this week’s episode of The CultCast in the Podcasts app or your favorite podcast app. (Be sure to subscribe and leave us a review if you like it!) Or watch the video live stream, embedded below.

Troubles behind it, iPhone 15 series moves into full production

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Coronavirus-related shutdowns continue to disrupt Chinese factories.
Workers in China and India are now assembling the iPhone 15 series.
Photo: Steve Jurvetson/Flickr CC

Apple and the companies assembling the iPhone 15 reportedly worked through all the significant production problems they faced making the next iOS handsets. They supposedly faced issues with the cameras, LCDs, batteries and titanium frame in upcoming models

After clearing those hurdles, the four models in the iPhone 15 series are now set for the launch that’s almost certainly happening in September.

Rumors of iPhone 15 Pro Max delays are greatly exaggerated

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iPhone 15 Pro Max Concept
Don't worry about rumors that the iPhone 15 Pro Max will be delayed.
Concept: Antonio De Rosa/ADR Studio

Despite earlier reports that customers might have to wait additional weeks for the iPhone 15 Pro Max, a trusted analyst says the companies in Asia assembling Apple’s top-tier handset will begin mass shipments this week.

It and three other iPhone 15 versions are expected to hit store shelves near the end of September, as usual.

iPhone 15 production reportedly begins in India

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Apple BKC with Apple logo upfront.
India is steadily turning into a major manufacturing hub for Apple.
Photo: Apple

Apple manufacturing partner Foxconn reportedly already started assembling the upcoming iPhone 15 in India. This marks the first time a yet-to-launch iPhone is being produced outside of China.

Last year, iPhone 14 production started in India within a month of the phone going on sale.

Wistron drops out of iPhone assembly in India

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Wistron drops out of iPhone assembly in India
Wistron is taking itself off the list of companies that assemble iPhone in China.
Photo: Wistron

The first company to assemble iPhone in India is reportedly getting out of the business. Wistron is selling the plant where it puts together Apple handsets to Tata Group, an Indian multinational based in Mumbai.

At the same time, Foxconn and Pegatron continue to grow their commitments to manufacturing iPhones in India.

Apple wants complete control over next-gen iPhone’s display supply chain

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First Apple Watch with microLED screen could be on the way
Apple is betting big on microLED displays.
Photo: Apple

Apple reportedly looks to manufacture microLED displays on its own for future iPhones. The move will help the company reduce its reliance on Samsung Display.

Cupertino currently sources the majority of OLED panels for its devices from Samsung. LG Display is Apple’s other key OLED supplier.

5 reasons to ignore Apple’s rare revenue dip

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Apple logo overlayed in front of a stormy sky with sun breaking through the clouds, and the text,
Despite a 3% year-to-year drop in quarterly revenue (to "only" $94.8 billion), Apple delivers plenty of reasons for optimism.
Photos: Michael & Diane Weidner and Sumudu Mohottige/Unsplash License/Modified by Cult of Mac

Perhaps the best phrase to describe the results of Apple’s most recent financial quarter is, “It could have been worse.” Total revenue dropped 3% as the company battled inflation and other macroeconomic problems not of its making.

Still, Apple’s quarterly numbers beat the overly pessimistic Wall Street estimates. And there is more good news buried in the results Apple reported Thursday (and in the company’s earnings call with investors). Read on for five reasons to be optimistic about Apple’s future.