Majority of iPhones sold in US will be made in India in June quarter: Apple CEO Tim Cook
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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Indian Defence forces committed to adapting to changing environment: CDS General Chauhan
Hyderabad (PTI): Asserting that war and warfare is at the cusp of a major revolution, Chief of Defence Staff (CDS) General Anil Chauhan on Saturday said the Indian Defence forces are committed to adapting to changing environment and imbibing reforms to remain ready and relevant.
Addressing the Combined Graduation Parade (CGP) of 216 Course held at the Air Force Academy at Dundigal near here, General Chauhan said India's strength rests on robust institutions, democratic stability, and unwavering professionalism of our Armed Forces.
He said the intensity of operations may have ebbed, but Operation Sindoor continues.
"You (new officers) also join the Air Force at a moment when a new normal has firmly taken shape. An era defined by a high degree of operational preparedness, 24-7, 365 days. The intensity of operations may have ebbed, but Operation Sindhur continues," he said.
He further said the newly trained officers are entering the Indian Air Force during a phase of deep transformation of the Indian Armed Forces.
Integrated structures, joint operations, and national pursuit of Atmanirbhar Bharat in defence are shaping the future of India's military strength, he said.
"Your journey ahead will be accordingly guided by Jai, the first word of Jai Hind, that's victory. 'J' stands for jointness, fighting as one nation, one force. 'A' stands for Atmanirbhar Bharat, trusted platforms and systems made not just for India but for the world. And finally, 'I' for innovation, daring to think ahead and to be ahead of the curve," he explained.
General Chauhan further said battles in the older domains will always remain contested, often brutal. But in the new domains, they will be smart, swift, and shaped by intellect, innovation, and initiative. The force that masters new frontiers is more likely to prevail in future conflicts.
