US, May 02 (PTI): Apple will source the majority of the iPhone sold in the US from India in the June quarter while China will produce the vast majority of the devices for other markets amid uncertainty over tax tariffs, a top official said on Friday.
During the company's second-quarter earnings call, Apple Chief Executive Officer Tim Cook said that Vietnam will become the country of origin for almost all iPad, Mac, Apple Watch, and AirPods products sold in the US.
"For the June quarter, we do expect the majority of iPhones sold in the US will have India as their country of origin, and Vietnam to be the country of origin for almost all iPad, Mac, Apple Watch, and AirPods products also sold in the US. China would continue to be the country of origin for the vast majority of total product sales outside the US," Cook said.
He said that for the June quarter, most of the tariff exposure for Apple is at the rate of 20%, which applies to imports to the US for products that have China as their country of origin.
"In addition, for China, there was an additional 125% tariff for imports of certain categories of products announced in April. For us, that's some of our US Apple Care and accessories businesses and brings the total rate in China for these products to at least 145%," Cook said.
He added that the vast majority of Apple's products, including iPhone, Mac, iPad, Apple Watch, and Vision Pro, are currently not subject to the global reciprocal tariffs that were announced in April, as the Commerce Department has initiated a Section 232 investigation into imports of semiconductor manufacturing equipment and downstream products that contain semiconductors.
"For the June quarter, as I talked about in my opening comments, we estimate the impact, assuming that the current global tariff rates, policies, and applications don't change for the balance of the quarter to be $900 million to our costs. I wouldn't want to predict the mix of production in the future, but I wanted to give you clarity for the June quarter of where the country of origins are," Cook said.
Apple reported a 5% increase in revenue to $95.35 billion for the second quarter ended March 29, 2025, up from $90.75 billion in the same period last year, driven mainly by growth in services, Mac and iPad sales.
However, iPhone sales declined by about 2% to $46.84 billion year-over-year from $45.96 billion in the March 2024 quarter.
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Udupi: After making a mark in Mysuru through continuous theatre activity over the past two-and-a-half years, theatre collective ‘Nirdiganta’ is set to expand its presence to coastal Karnataka, with the launch of ‘Karavaliya Nirdiganta’ in Udupi on January 18.
Addressing a press conference at the Udupi Press Club on Wednesday, theatre practitioner and actor Prakash Raj, one of the founders of Nirdiganta, said the initiative aims to take theatre closer to people through regular performances, workshops and interaction with audiences.
He said the coastal edition of Nirdiganta will feature a three-day programme comprising children’s plays, an educational theatre workshop and stage productions by different theatre groups. All events will be held from January 18 to 21 at the IYC auditorium of Yakshagana Kalaaranga.
“Nirdiganta began in Srirangapatna and has now come to the coast seeking a new bond with theatre lovers here. Let us watch plays together, talk, and share experiences,” Prakash Raj said.
Children’s plays and workshop on opening day
On the first day, January 18, three children’s plays, an educational theatre workshop and the inaugural ceremony will be held.
From 10.30 am to 11.45 am, students of Aruru Morarji Desai Residential School will stage the play Mruga Mattu Sundari, directed by Bindu Rakshidi. This will be followed by the science-based children’s play Curious by students of Karnataka Public School, Kokkarne, from 12.30 pm to 1 pm. The play, which has won a state-level award recently, is written by Varadaraj BirtI and directed by Rohith S. Baikadi.
An educational theatre workshop will be held from 2.30 pm to 4.30 pm, where teachers from the coastal region who have long been associated with both education and theatre will share their experiences. Participants include education expert Dr Mahabaleshwara Rao, DIET Udupi lecturer Dr K Kishore Kumar Shetty, Manipal ENGJC vice-principal Nagendra Pai, teacher Varadaraj BirtI, Surabhi institution’s Sudhakar P Baindoor, and theatre director Arunlal.
Inauguration and evening performances
The inauguration of Karavaliya Nirdiganta will take place at 6 pm on January 18. Writer and thinker Fakir Mohammed Katapadi will inaugurate the event in the presence of Prakash Raj. This will be followed by the children’s play Kuni Kuni Navile, written by H S Venkatesh Murthy and directed by Rohith S. Baikadi.
On January 19 at 6.30 pm, the play Devara Aatmahathye, based on writings by Beechi and Srinivasa Vaidya, will be staged by the Sangama Kalavidera team from Manipal. The play is adapted and directed by Ramesh K Benakal.
On January 20 at 6.30 pm, Nirdiganta will present the play Rama, Krishna, Shiva, based on the writings of Lohia, with adaptation, music and direction by Ganesh Mandarthi.
On the concluding day, January 21, the programme Samateya Haadu will be presented at 6 pm in the presence of Prakash Raj. This will be followed by the play Kodalla Andre Kodalla, adapted from Dario Fo’s Can’t Pay? Won’t Pay?, from 7.15 pm to 9.15 pm. The concept, design and direction of the play are by Shakeel Ahmed.
Raju Manipal, Ganesh Mandarthi, Shakeel Ahmed and others were present at the press conference.
Views on governance and cinema
Responding to a question on Chief Minister Siddaramaiah completing a long tenure in office, Prakash Raj said records are made by many leaders, but Devraj Urs and Siddaramaiah belong to different times and contexts and cannot be directly compared. He said it would be good for the Chief Minister to maintain stronger control over administration and address allegations of corruption in his close circles to ensure transparent governance.
He said he congratulated Siddaramaiah and described him as a strong backward-class leader, but added that he is not someone who only praises and will also raise questions when required. “We are not a political party. We are a continuous opposition,” he said.
On his career, Prakash Raj said he does not believe in looking back and prefers to keep moving forward, adding that the journey of life matters the most.
Speaking about upcoming films, he said he is acting in Rajamouli-directed Varanasi, Purushavatara, Jananayagan starring actor Vijay, and the Hindi film Drishyam 3.
