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Washington, DC August 6: The President of the Donald Trump has shook hands with the General Manager of Apple Tim Cook, Wednesday, August 6, 2025, 2025 of the White Office Office of the White House.
Demetrio Freeman | Washington Post | Getty Images
President Donald Trump clearly left it Apple To make iPhones in the US
Apple CEO Tim Cook What he can do is the commander leader, without making this last concession.
Cooked on Wednesday appeared In US Apple for four years after 600 years of 600 million, he announced intentions in the White House Made in-US iphone Trump wants, but the chef got Apple’s position in the US production.
Some of the most valuable parts of Apple, such as glass and facial recognition sensor, are made by U.S. companies that Apple have been years old. The last assembly is a small part of the iPhone production, although very critical.
“The last assembly you focus on, it will be somewhere else,” Cook said on Wednesday’s oval office.
Trump was happy for now.
“It makes a lot of ingredients here, and we talk about it,” Trump said. “The whole thing is formed in other places and has been in the cost for a long time, but I think we can have enough one day.”
Experts said the chef’s announcement seemed to be designed to get out of Trump cross chairs. The Administration announced that Trump announced in the chips that the Administration would like to put a fare Duplicate the priceBut Apple – Hundreds of different devices are based on different chips – it would be exempt.
“The directors are realizing that they need to do something, and it is what they have found to be something to disappear from the President for a certain period of time,” Peter Cohan said the strategy and entrepreneurship teacher who has studied apples.
Gambit worked. Apple stock rose by 5% on Wednesday and Thursday by 3%.
“Tim Cook proven in the first administration was a real navigation of water water,” Nancy Tengler said, the Director General of Laffer Tengler investments, which maintains the attitude of Apple. “I thought this advertisement was very important because it is looking for the President’s titles.”
What Apple announced
President Donald Trump is present at the president of the President Donald Trump President Trump. Apple presents the announcement of an investment of $ 100 Billion in the US manufacturing.
Jonathan Ernst | Reuters
The center of Apple’s ad was called American Manufacturing program, which Apple said other companies were designed for parts for US computers
Apple is committed to buying parts and expanding his relationship with US suppliers, could give these companies to expand their business with skills and ability to expand their business. And Apple leaves a little credit to help its suppliers 450,000 jobs.
A closer look at the members of the program shows that Apple is bent around some of its longest minors. All together, Apple said to make 19 trillion chips for this year. This business level does not appear all night.
For example, the apple celurbill that all covering for iPhones and Apple watches would be held CorrobaAt Kentucky, and he would spend $ 2.5 billion in that effort. It is a powerful symbol – while the phone has been in China or India, the surface that users touch the world in the US
But Apple has expressed Corning as a critical American supplier in the past. The company glass has been used on iPhone since the first version in 2007. Apple usually does not allow their suppliers to talk about their relationships, COO Jeff Williams had a glass of Corning in 2017 when the Advanced Manufacturing Fund obtained “Investment”. Apple followed $ 250 million Commitment in 2019, and $ 45 A million in 2021.
Analysts are skeptical, that collaborations can significantly improve the income of Corning. Morgan Stanley analysts wrote “that already produces 100% of the product for Apple’s telephone and tablets”, adding Corning special materials, worth $ 2 billion per year.
Apple also highlighted its consistent collaboration, Lasers supplier for Apple’s facial hardware hardware, which is done in Texas. Morgan Stanley had a business about $ 100 million a year and said Apple has options that include Lumenum and Sony.
IPhone Maker said he opened a partnership Texas instruments Chips to do Texas and Utah. Texas instruments have long been supplied for fries for iPhone, such as USB interfaces or power display circuits. Apple said that he would collaborate with Samsung, an important supplier of the iPhone screens similar to the “innovative new technology to do chips without providing additional details.
Apple stated that the semiconductor chain companies will be directly partner, although the goods usually sell to Apple suppliers. Are with other partnerships Applied materialsA tool tool, GlobalfroundrossChip casting and globalwafers America, which is being supplied Taiwan Semiconductor Manufacturing Co. And Texas instruments in the US Wafers, the starting point for chips.
Globalfoundries manufactures chips Moreomomthat supplies wireless chips for iPhones. Both will work with Apple to develop and manufacture 5G components in the US
Meanwhile, Apple will buy advanced chips by TSMC in Arizona, where it will be the largest factory customer. Cook Joe Biden former president joined the factory In 2022 and commit to buying chips from the factory.
Apple said invested in Arizona and became a customer Fuss Installations, which packages and tests to make chips, last stage before installing on a computer.
Apple also said export data centers for Export Carolina, Iowa, Nevada and Oregon’s artificial intelligence. These past data centers stand out in expenditure commitments.
While Apple’s ads sends partners, JPMorgan Chase analysts warned a note on Thursday “Maybe new and extended commitments are not added to income and global approaches.”
Trump took another.
“Oh, I love you doing this,” the president said, after reading the list of Apple’s commitments.
‘The cost of doing business’
Apple doesn’t have to worry when his promises will be responsible for his company. The company does not break US spending, and most of Apple’s suppliers are It must be contracted to maintain secret information. Apple will not know that their new campuses cost Austin, Texas or North Carolina.
Also, the number of $ 600 million title includes many common expenses.
Apple celurbill In February 500 million commitments were included in US suppliers, direct employment, corrective data, Apple Intelligence and corporate installations, as well as spending Apple TV + production in 20 states.
Apple began publicly announced in the first administration of Trump in 2018, the rate About $ 70 billion a year. In February, the company cheetate 125 billion dollars a year. Wednesday’s annual annual is $ 150 billion.
That’s a part of Apple’s total expenditure yet.
In Apple’s 2024, the cost of goods sold for $ 210 million spent $ 57.5 million in costs of $ 57.5 million and costs $ 9.45 million.
Teffler said he did not think that the new announced expense was that Apple’s profitability material would be mainly because it has relationships with various companies like corning.
“Somewhere they will spend money,” Tegler said.
Wedbush Analyst Dan Ives, before planned A US iPhone would cost a million and consumers would allow $ 3,500, say Wednesday’s notes indicate many different views. He said he was “the cost of doing business.”
