Trump to Apple CEO: Halt India Plants, Focus on US Manufacturing

US President Donald Trump revealed in Doha that he urged Apple CEO Tim Cook to stop expanding manufacturing facilities in India during a recent phone call. Speaking at a press event, Trump emphasized prioritizing American jobs, expressing concern over Apple’s plans to shift most iPhone production for the US market to India. “India can do what they want, but Apple needs to focus on the US,” Trump stated, highlighting his administration’s push for domestic manufacturing amid rising global trade tensions.

India’s Growing Role in Apple’s Strategy
Apple has significantly expanded its operations in India, with facilities in Tamil Nadu and Karnataka producing iPhones for both local and global markets. By 2025, India accounts for nearly 25% of Apple’s global iPhone production, driven by lower labor costs and India’s push to become a manufacturing hub. However, Trump’s remarks come as India imposes high tariffs—up to 22% on electronics—prompting concerns about cost impacts on US consumers. Apple’s shift to India, accelerated post-COVID supply chain disruptions, has reduced reliance on China, but Trump argues it undermines American workers.

Economic and Political Implications

Trump’s directive reflects his broader “America First” policy, aiming to bring manufacturing back to the US. He criticized India’s tariff regime, suggesting potential retaliatory measures if Apple continues its India-centric strategy. This stance could strain US-India trade relations, especially as India seeks to bolster its Make in India initiative. Analysts note that Apple’s investments in India, including a planned 50% production increase by 2027, may face scrutiny, impacting bilateral economic ties. The US Department of Commerce reported a $36 billion trade deficit with India in 2024, adding context to Trump’s position.

Apple’s Dilemma and Global Outlook
Apple now faces a delicate balancing act between leveraging India’s cost advantages and aligning with US economic priorities.  As global supply chains evolve, Trump’s pressure could reshape Apple’s strategy, while India’s manufacturing ambitions hang in the balance, navigating geopolitical and economic challenges.