📰 The Times of India reports that 5 airplanes full of iPhones were shipped in late March to the U.S. from India, where the company's factories are located. A few more may have traveled with other devices, including several shipments from China and Vietnam.
🌐 The company was ready to stock the devices ahead of the increased duties imposed by US President. They affect all of Apple's facilities:
🇮🇳 India, where Apple is increasingly building iPhones and AirPods, will have a 26% tariff.
🇻🇳 Vietnam, where the company now makes some AirPods, iPads, Apple Watches and Macs, will be hit with a 46% levy.
🇲🇾 Malaysia, where Apple is increasingly producing Macs, will have a 24% tariff.
🇹🇭 Thailand, where the company also makes some Macs, will get a 37% levy.
🇮🇪 Ireland, within the European Union, gets a 20% tariff. Apple produces some iMacs there.
🇮🇩 Indonesia, which will soon begin making AirTags and mesh for the AirPods Max headphones, gets a 32% tariff.
🇨🇳The latest tariffs will be 34% for China, bringing its total level to 54%. But the overall picture suggests Apple isn’t going to get as much benefit as hoped from diversifying away from that country. Apple will still be taking a hit on iPhones made in India, AirPods made in Vietnam and Macs made elsewhere in Asia.
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