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Apple

Apple Says Most of Its Devices Shipped Into US Will Be From India, Vietnam 115

Apple said a majority of its devices shipped into the U.S. in the June quarter will originate in India and Vietnam, a move to allay investor concerns about the impact of tariffs on its operations. From a report: The company was among the hardest-hit of the tech giants last month because of its exposure to China, a primary target of the Trump administration's global tariff pressure. Most of Apple's devices are assembled in the country, and investors are closely watching its efforts to shift final assembly of devices bound for the U.S. to India and other countries.

Chief Executive Tim Cook said the impact in the June quarter from tariffs, assuming existing policies remain in place, would add $900 million to Apple's costs, a figure he suggested could be worse in future quarters. He also said that there was limited impact from tariffs in March. [...] He added that Apple would continue to diversify its supply chain away from China. "What we learned some time ago was that having everything in one location had too much risk with it," he said.
Further reading: JPMorgan Says India-Assembled iPhone Within Spitting Distance of China Price.

Apple Says Most of Its Devices Shipped Into US Will Be From India, Vietnam

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  • Success! (Score:5, Insightful)

    by coopertempleclause ( 7262286 ) on Thursday May 01, 2025 @08:45PM (#65346001)
    Yay! Trump made India and Vietnam Great Again!

    ... Wait!
    • Yay! Trump made India and Vietnam Great Again! ... Wait!

      Never hurts to curry flavor -- favor! -- with the Administration. :-)

      • Favourite comment!
    • Why not, half of his administration are Bharatians, and so is his vice-president. Both Bharat and Viet-nam aren't on exactly friendly terms with China.

      I'd say "welcome to the age when private/family relationships dictate the foreign policy of a superpower", but in the case of the US that's the rule, not the exception.

    • Yay! Trump made India and Vietnam Great Again!

      Nope. Apple re-learned the value of having more than one supplier during covid and the supply chain crisis. India was making iPhones pre-Trump. Vietnam was making Mac computers pre-Trump.

      • by Anonymous Coward
        And now India will be making even more to sell in the American market.
        Why isn't America making them...
      • Yay! Trump made India and Vietnam Great Again!

        Nope. Apple re-learned the value of having more than one supplier during covid and the supply chain crisis. India was making iPhones pre-Trump. Vietnam was making Mac computers pre-Trump.

        Um, Tim Cook is a world-class Logistics Expert.

        Like most people who understand Supply Chains and "Sourcing", Tim and Apple already have an "alternate source" requirement whenever possible.

        That's why Apple has been quietly diversify-ing their Contract Manufacturing sources for at least the past three to five years. The problem is, with the complexity and scale of their Requirements, and their Vendor Qualification Procedures, they can hardly just spin the globe and find new Manufacturers that "Make The Grade"

        • by drnb ( 2434720 )

          Um, Tim Cook is a world-class Logistics Expert.

          Like most people who understand Supply Chains and "Sourcing", Tim and Apple already have an "alternate source" requirement whenever possible That's why Apple has been quietly diversify-ing their Contract Manufacturing sources for at least the past three to five years.

          You do realize you are confirming what I said. Apple mismanaged supply prior to covid and began its diversification after covid and the supply chain crisis. Tim has been CEO for much longer than that, so he made the mistake of relying too much on China despite his supposed expertise. Face it, his "expertise" seems to be code for cutting costs, not proper engineering and logistics discipline which says have second sources.

          The problem is, with the complexity and scale of their Requirements, and their Vendor Qualification Procedures, they can hardly just spin the globe and find new Manufacturers that "Make The Grade".

          Translation. No one could economically compete with Foxconn operations in the manufactu

      • Re: (Score:2, Insightful)

        Funny boy, just two weeks ago you were preaching that the goal was "bringing back jobs to the US". Now you've shifted to "different suppliers", ignoring the fact that the only thing that creates the need here is the moronic dances of donold the dumb and his fictional advisor, ron vara.

        Please be polite and stop spitting here whatever you've swallowed from your talking points memo.

        • by drnb ( 2434720 )

          Funny boy, just two weeks ago you were preaching that the goal was "bringing back jobs to the US".Now you've shifted to "different suppliers", ...

          Nope. That's just your reading comprehension failure. Above I'm just noting that Apple had already shifted some production to India and Vietnam already, pre-Trump. Apple, TSMC, Nvidia, etc building plants in the US in the next few years is something different, something welcomed. Something they are doing with corporate money not taxpayer money.

          • Yope. You're not only dumb, but a lying sack of bullshit.

            Or, more succinctly, a trumptard.

            • by drnb ( 2434720 )

              Yope. You're not only dumb, but a lying sack of bullshit. Or, more succinctly, a trumptard.

              LOL. Wrong again. Not a Trump supporter. A lifelong independent. Simply stating 2 separate facts. Apple moved some manufacturing to India and Vietnam before Trump. Apple, TSMC, Nvidia, etc promised to build new plants in the US post Trump. There is nothing Trumpy about stating facts.

      • Apple began manufacturing in India solely because India introduced legislation either banning or prohibitively taxing (I forget which) smartphones without a certain percentage of Indian-made content. It wasn't a supply chain diversification thing, it was a response to hostile lawmaking.
        • by drnb ( 2434720 )

          Apple began manufacturing in India solely because India introduced legislation either banning or prohibitively taxing (I forget which) smartphones without a certain percentage of Indian-made content. It wasn't a supply chain diversification thing, it was a response to hostile lawmaking.

          So high tariffs can get companies to change behavior.

          • by larwe ( 858929 )

            So high tariffs can get companies to change behavior.

            (cautious "what am I missing here" voice...) yeeessss.... that was never in doubt. Tariffs are deadweights attached to pricing, so of course they will direct companies to change behavior.

          • Yes. They'll go for the cheapest option again if you make their previous option more expensive.

            The point of the tarriffs, so Trump claimed, was to bring jobs back to the US... which is probably the least cheap option and last on their list.
      • I believe the point here is that we have quotes from cabinet officials extolling the virtues of on-shoring manufacturing jobs, specifically saying that they're bringing jobs back to the US to screw together iPhones. And they were dead fucking wrong, as usual. Apple merely adjusted their logistics to minimize the tariffs on their products by sending the output of not-China factories to the US, and send the output of China factories to the rest of the world.

        And just wait for Apple to raise the price of thei

        • by drnb ( 2434720 )

          I believe the point here is that we have quotes from cabinet officials extolling the virtues of on-shoring manufacturing jobs, specifically saying that they're bringing jobs back to the US to screw together iPhones. And they were dead fucking wrong, as usual.

          Nope. I think you are reading things between the lines that are not there. The jobs brought back to the US won't be the sort of jobs lost in the 1970s. It will be modern manufacturing. Much more automation. Much like today's auto industry, nothing like the 1970s auto industry. Yet the auto industry still employees many. More importantly,

          Apple merely adjusted their logistics to minimize the tariffs on their products by sending the output of not-China factories to the US, and send the output of China factories to the rest of the world.

          Nope. Apple also moved some manufacturing to India and Vietnam to diversify sources, They did this before Trump was even elected.

          And just wait for Apple to raise the price of their stuff by the tariff amount on India and Vietnam to protect their margins.

          Nope. As we already saw, Trump will make exc

    • Re:Success! (Score:5, Informative)

      by hey! ( 33014 ) on Thursday May 01, 2025 @11:08PM (#65346307) Homepage Journal

      This just accelerated a trend that was happening anyway.

      One of the genuine accomplishments of the Chinese Communist Party was increasing the literacy rate from something like 15% to around 85%. This means when they opened to trade and foreign investment, they had something unique in the history of economics: a vast, literate, and almost entirely under- or un-employed workforce.

      But that's changed. In 1990, $500/year would have been a good wage in China. Now the median income is $4600/year -- still a bargain compared to $42,220 in the US. But a Vietnamese and Indian workers are now significantly cheaper than Chinese ones, and while Mexican workers are far more expensive than Chinese ones, their proximity to the US is an offset, as is a more transparent and fair regulatory environment. Mexico also offers foreign investors better legal protections and IP protection. So China isn't the no-brainer place to make something it was twenty years ago.

      China has reached a kind of crossroads where they need some kind of transformation. They are stressed and vulnerable, but I don't think they can be strong armed because of the degree of political control the regime has over the populace.

      • China has reached a kind of crossroads where they need some kind of transformation.

        The usual answer being that China needs to increase internal consumption, becoming more of a consumer-oriented economy.

        https://carnegieendowment.org/... [carnegieendowment.org]

        What I don't understand is why this is hard to do. Don't people love to spend money and increase their standard of living? Better food, nicer transport, more clothes. Then Uber Eats and a couple jet skis and a big towing vehicle. As an American the, concept of peopl

        • What I don't understand is why this is hard to do.

          It's hard to do because the owning class wants to own everything.

          Don't people love to spend money and increase their standard of living?

          Sure. They have to have money for that.

          As an American the, concept of people not wanting to join the rat race, or being too principled to do so, is really foreign to me.

          Yes, we criminalize nonparticipation in capitalism.

        • It takes awhile for the populace who was used to scrimping and scraping for every piece of bread to realize they can spend some and still survive. Look at Japan as a model. Culture takes a long time to change. Its why the US is going to have a problem. The favorite catch phrase in commercials is "You deserve it". Guess what, if you can't afford it, thinking like that will put you in the credit mill.
        • Ha. [youtu.be]
      • The literacy in Northern Europe was almost 100 % since early 19th century.

    • Not really, as from the article: "Most of Apple’s devices are assembled in the country, and investors are closely watching its efforts to shift final assembly of devices bound for the U.S. to India and other countries."

      So India and Vietnam will do the final assembly of the devices. But I'm guessing from how this is worded that everything is still built in China, and then many the last minute gluing together/boxing up the device will be done in India/Vietnam so it can avoid the tariffs.
      • This has been a common tariff dodge for decades. If you pay tariffs on imported cars but not "auto parts", you do "final assembly" in the country charging you the tariff. For example, Mercedes for a long time would build Sprinter vans somewhere else, and then ship them to the US without the side mirrors attached. Those would get bolted on in the US, and assembly was complete, no tariff.

        This is basically the same - the populated circuit board, battery, chassis, and screen / glass gets shipped from China t

    • I'd rather do business with India than China any day.
  • by rsilvergun ( 571051 ) on Thursday May 01, 2025 @08:48PM (#65346007)
    Admitted on Fox news that even if the factories came back the jobs wouldn't. And Trump shut down the Biden plan to bring advanced chipmaking here. So it's obviously not about national security.

    Call it what it is: a national sales tax. Under Donald Trump America sees the largest tax increase since world war II. If you work for a living your taxes are going to double.
    • And Trump shut down the Biden plan to bring advanced chipmaking here.

      Nope. Trump replaced a Biden plan where taxpayer money builds tech infrastructure with a plan where corporate money builds that infrastructure. This includes chip fabs. See announcements by Taiwan Semiconductor Manufacturing Company, Apple, Nvidia, OpenAI, Oracle, SoftBank, etc.

      • by stooo ( 2202012 ) on Friday May 02, 2025 @02:04AM (#65346475) Homepage

        >> a plan where corporate money builds that infrastructure.
        you're delusional.
        Trump has no plan to begin with.
        Also, corporate money is never invested in shoddy dictatorships with daily changing import rules.
        Investment first and foremost needs stability. The US has no stability in the foreseeable future.

        • by drnb ( 2434720 )

          >> a plan where corporate money builds that infrastructure. you're delusional.

          LOL. The statements made by Taiwan Semiconductor Manufacturing Company, Apple, Nvidia, OpenAI, Oracle, SoftBank, etc are pretty widely reported.

          • Wait.. you think corporations are going to be paying taxes??
            • by drnb ( 2434720 )

              Wait.. you think corporations are going to be paying taxes??

              Wow, you are out of touch with the news aren't you. All those corps listed and more are saying they are building plants in the US in the next few years.

              • Wait.. you think corporations are going to be paying taxes??

                Wow, you are out of touch with the news aren't you. All those corps listed and more are saying they are building plants in the US in the next few years.

                First, saying is not doing.
                Second, most of these were already in the pipeline. Because Biden... if you believe presidents directly cause factories.
                Third, it's inevitable some growth will occur regardless of what horrible trade policies are put in place.

                Nobody's discounting these announcements as irrelevant. They're just not nearly statistically significant enough yet to view as signs that America is on the road to reGreatness despite the obvious implications of the tariffs.

                • by drnb ( 2434720 )

                  First, saying is not doing.

                  Same for the Biden taxpayer funded deals. See EV charger progress.

                  the obvious implications of the tariffs.

                  Another poster pointed out that Indias high tariffs are probably what led to Apple moving some manufacturing there. If so, tariffs can get companies to respond.

              • Not only is saying not doing, but even if they come to the US it doesn't mean they will pay significant taxes. I read about one Chinese company coming and they aren't even hiring Americans; they are bringing all their employees in from China on work visas.
                • It is kind of what TSMC did. US wasn't even good enough to build the plant. Current numbers are around 1/2 the workforce is from Taiwan. https://www.tomshardware.com/t... [tomshardware.com] Another article is quoted as "Labor unions in Arizona complained when TSMC sought visas for 500 Taiwanese workers to install highly specialized equipment. " https://www.nytimes.com/2024/1... [nytimes.com] And how can we forgot Trimp 1.0 and Foxconn/Michigan. How's that going?
                  • by drnb ( 2434720 )

                    Another article is quoted as "Labor unions in Arizona complained when TSMC sought visas for 500 Taiwanese workers to install highly specialized equipment.

                    That's highly specialized temporary work. Not ongoing production.

                    And how can we forgot Trimp 1.0 and Foxconn/Michigan. How's that going?

                    Foxconn is not on my list.

                    That state promised some money and tax credits, not the feds. The state reduced amounts, there were delays in acquiring land. Foxconn lost interest. The land was picked up by Microsoft for one of their projects.

                    • I think you missed the 50+ % of current employees are from Taiwan. And yes had to look, only state incentives on foxconn. I guess even I was misled by Trump's lying on that one. He was taking credit at the time.
                    • by drnb ( 2434720 )

                      I think you missed the 50+ % of current employees are from Taiwan.

                      Which makes a little less than 50%, US. Which is greater than the zero percent had the plant opened outside the US.

                      Plus, again, Foxconn was not on the current list. Let me know when you have something to say about Taiwan Semiconductor Manufacturing Company, Apple, Nvidia, OpenAI, Oracle, SoftBank. You know, something happening during the current administration.

                      And yes had to look, only state incentives on foxconn. I guess even I was misled by Trump's lying on that one. He was taking credit at the time.

                      Again, you are referring to something that occurred before the Biden administration. Try something current and relevant.

              • Again let's look at the track record from the previous Trump presidency, all bluster no follow through.
                • by drnb ( 2434720 )

                  Again let's look at the track record from the previous Trump presidency, all bluster no follow through.

                  Lets look at the Biden track record of building EV chargers.

          • Let me know when these factories are open and cranking out chips.

            • TSMC Arizona started making 6 nm chips (better than anything China can make) in December 2024.

              https://youtu.be/WHat_LYrpQE

              TSMC Arizona started making a fabricator for state-of-the-art 2 nm chips yesterday, 1 May 2025, when AMD gave it substantial money to do so. Estimated to be complete in 2026.

              https://wccftech.com/tsmc-starts-building-us-chip-factory-within-hours-of-receiving-permit-amd-ceo-says-2nm-hpc-chips-in-play/

              • Oh, so things that were already happening previous to any of Trump's idiocy.

                How does that mean that the tariffs are working again?

                • by drnb ( 2434720 )

                  Oh, so things that were already happening previous to any of Trump's idiocy. How does that mean that the tariffs are working again?

                  A google search finds: "[Mar 4, 2025] Taiwan Semiconductor Manufacturing will invest $100 billion into five new fabrication facilities in Arizona,"

                  • Oh, so things that were already happening previous to any of Trump's idiocy. How does that mean that the tariffs are working again?

                    A google search finds: "[Mar 4, 2025] Taiwan Semiconductor Manufacturing will invest $100 billion into five new fabrication facilities in Arizona,"

                    I'm sure. But another Google search and reading got me this:

                    TSMC breaks ground on third facility in north Phoenix, Apr. 29, 2025

                    "TSMC Arizona first announced plans to invest in a massive Phoenix campus for making semiconductors in May 2020. About 1,130 acres of land were acquired seven months later, and construction on the first fab began in April 2021.

                    Then-President Joe Biden visited the campus in December 2022 when TSMC celebrated the semiconductor manufacturing equipment arriving in Arizona. The

                    • by drnb ( 2434720 )

                      Oh, so things that were already happening previous to any of Trump's idiocy. How does that mean that the tariffs are working again?

                      A google search finds: "[Mar 4, 2025] Taiwan Semiconductor Manufacturing will invest $100 billion into five new fabrication facilities in Arizona,"

                      I'm sure. But another Google search and reading got me this: TSMC breaks ground on third facility in north Phoenix, Apr. 29, 2025 "TSMC Arizona first announced plans to invest in a massive Phoenix campus for making semiconductors in May 2020. About 1,130 acres of land were acquired seven months later, and construction on the first fab began in April 2021. Then-President Joe Biden visited the campus in December 2022 when TSMC celebrated the semiconductor manufacturing equipment arriving in Arizona. The company also announced its commitment to a second advanced fab in Arizona. The announcement of its third fab came in April 2024." So uh... looks like business as usual.

                      So your business as usual argument is TSMC announcing a plan during the first Trump administration, and beginning to execute that plan (acquiring the land) during the first Trump administration, and construction beginning 3 months into the Biden administration, which was a continuation of the Trump era plan.

                    • Oh, so things that were already happening previous to any of Trump's idiocy. How does that mean that the tariffs are working again?

                      A google search finds: "[Mar 4, 2025] Taiwan Semiconductor Manufacturing will invest $100 billion into five new fabrication facilities in Arizona,"

                      I'm sure. But another Google search and reading got me this: TSMC breaks ground on third facility in north Phoenix, Apr. 29, 2025 "TSMC Arizona first announced plans to invest in a massive Phoenix campus for making semiconductors in May 2020. About 1,130 acres of land were acquired seven months later, and construction on the first fab began in April 2021. Then-President Joe Biden visited the campus in December 2022 when TSMC celebrated the semiconductor manufacturing equipment arriving in Arizona. The company also announced its commitment to a second advanced fab in Arizona. The announcement of its third fab came in April 2024." So uh... looks like business as usual.

                      So your business as usual argument is TSMC announcing a plan during the first Trump administration, and beginning to execute that plan (acquiring the land) during the first Trump administration, and construction beginning 3 months into the Biden administration, which was a continuation of the Trump era plan.

                      In a word, yes. Which nicely suggests that this tariff escalation isn't necessary. Businesses do business all the time, as long as government stays out of the way. That's as usual. It shouldn't matter who is president. It normally doesn't, except in small things. The current upheaval is a completely different thing and all of the justifications for it are lies.

          • The foxconn factory that builds LCD flat panel TVs.
          • Yes, have faith that statements made by some PR flack and emailed to PRNewsWire actually turn into anything, unlike the last time we saw similar statements from manufacturers that yielded absolutely nothing (Foxconn, Carrier, etc.)!

            What flavor is the kool-aid you're drinking?

            • by drnb ( 2434720 )

              Yes, have faith that statements made by some PR flack ...

              Actually in many cases the CEOs make the announcements at the White House.

      • The entire reason biden's plan existed in the first place was the corporations weren't going to do anything unless the government paid for it which is how it always goes.

        We could of course just buy stock in the companies and then use our shareholder control to force them to act but that would be too smart.

        If you think Intel it's going to spend 60 billion on a chip factory in America you are nuts. Absolute best case scenario they build one in India.
        • To be fair, Intel already spends billions on chip factories in the US. Their Ronler Acres campus [google.com] in Hillsboro, Oregon is where they build out what a fab should look like and how everything works in the D1D / D1X2 / D1X3 fabs, and then replicate it at other fabs across the world once they have it working right.

          They've dumped billions into that campus, and there are always construction cranes around it as they constantly expand and reconfigure it. And it's been like that for at least a decade.

        • by drnb ( 2434720 )

          The entire reason biden's plan existed in the first place was the corporations weren't going to do anything unless the government paid for it which is how it always goes.

          Not really. The plan is structured as taxpayer funded because Biden is an advocate of big government. It's an ideological move. Trump has a different approach, look at covid. Biden was very quick to invoke the National Defense Production Act to get things made. Trump's approach was simply to ask CEOs to make something, many did. He only want National Defense Production Act when someone refused to cooperate or failed to deliver. It was his backup choice, not his first choice. Similar thing here. He starts wi

      • Yup, just like Foxcon in Wisconsin, set yourself a reminder, I would love for you to prove me wrong. I'll be waiting......
      • Any government subsidy for building fabs and receiving taxpayer money under the Chips & Sciences Act was tollgated by performance requirements. The company had to pay to build the place, staff it, get it operational, and hit production targets before they saw a single nickel from the government. You know, exactly the kind of arrangement that Trump never bothered with in his awesome dealmaking for that Foxconn plant in Wisconsin that never happened.

        If Intel was going to get government money, it was alw

        • by drnb ( 2434720 )

          Any government subsidy for building fabs and receiving taxpayer money under the Chips & Sciences Act was tollgated by performance requirements.

          And political strings like the EV charger deals. Where states are complaining the strings are so bad they can't find contractors who meet the requirements. Where only a handful of chargers got built?

    • by agm ( 467017 ) on Friday May 02, 2025 @05:23AM (#65346607)

      And from what I understand your taxes don't even pay for healthcare. That's so dystopian.

  • by Anonymous Coward
    Manufactured in China, assembled in countries with lower tarrifs... most likely.
  • Vietnam charges 90% (Score:2, Interesting)

    by p51d007 ( 656414 )
    Vietnam, which is another communist country, charges 90% on goods made in America, shipped to them. Vietnam: 46% (charges U.S 90%) https://www.forbes.com/sites/m... [forbes.com]
  • Given that's Apple and its VP of Finance have been referred for criminal contempt for perjury. https://www.theverge.com/news/... [theverge.com]
  • They can say that...it won't be true but they can say it.
    • Is it because, technically, the tariffs with China are effectively an embargo? So no matter how little is shipped from India and Vietnam, because nothing gets shipped from China currently, that little amount constitutes most of what is shipped from this region of the world?

      (Math is the gift that keeps on giving)

      • Nope, they're just liars. They are lying. They are doing it for money. I think most people would describe that as fraud.

        The statement they're making here is a promise that in the future they hope that their products will be shipping from India but there's no conceivable path to making it true. Best case scenario they're just shipping them from China, through India, with an LLC based in India handling the shipping out of China.

        But much more likely it's just 100% a lie. Just like their AI products and cybe
  • by diffract ( 7165501 ) on Thursday May 01, 2025 @10:39PM (#65346251)
    not move it to a different country
  • by symbolset ( 646467 ) * on Friday May 02, 2025 @12:13AM (#65346377) Journal

    Foxconn renames two factories in Zhengzhou to "Vietnam" and "India". Chinese government confirms by assigning territorial sovereignty of the loading docks to the respective countries.

    • Re: (Score:3, Informative)

      by NoMoreACs ( 6161580 )

      Foxconn renames two factories in Zhengzhou to "Vietnam" and "India". Chinese government confirms by assigning territorial sovereignty of the loading docks to the respective countries.

      That would actually be "Trump-worthy" solution!

    • by shanen ( 462549 )

      Only Funny? I thought the topic was ripe for humor. Certainly not a serious solution from Apple considering how quickly the YOB could announce new taxes on products from Vietnam and India and Lesotho. Mustn't forget those greedy Losothans! (There must be a "sloth" joke in there somewhere?)

    • Actually, you can make a factory an embassay and that would work .... just saying
  • by backslashdot ( 95548 ) on Friday May 02, 2025 @02:04AM (#65346477)

    Vietnam is subject to bigger tariffs than China. My guess is India would be too if everyone starts going there.

    • by mjwx ( 966435 )

      Vietnam is subject to bigger tariffs than China. My guess is India would be too if everyone starts going there.

      I doubt Apple planed this in just the last month.

      I suspect a lot of it is just getting away from the stigma of China by moving to countries that equally bad or worse human and workers rights.

      The real reason is that Chinese labour isn't cheap any more with China's burgeoning middle class. Not only are the serfs expecting more money, they're expecting time off... the nerve.

  • Amazon: waaaaahhhh we're going to throw a tantrum about it and put labels on our prices.
    Apple: we want to stay in business and are moving out of China like the US government wanted.

    Who's being the adult in the room here?
    • Yes, being transparent about the cause of massive price hikes is "throwing a tantrum" all of a sudden. Do you really think people aren't going to notice when a $20 doll becomes a $50 doll? But that's ok, because "Donny Two-Dolls" is showing his empathy skills by basically becoming the old man yelling at clouds and telling little girls everywhere that they're not getting what they want for Christmas... in May.

      You just don't want the transparency because it shows consumers exactly who is responsible for the

  • were going to be making them?
  • Then shipped to India and Vietnam, reboxed, maybe with one screw put in, and then *voila*, not made in China.

    • Then shipped to India and Vietnam, reboxed, maybe with one screw put in, and then *voila*, not made in China.

      In theory every separate BOM line item has a country of origin, and the tariffs apply on each line item individually. Tim knows logistics, so if Apple tries to claim they did not know the origin of every part he will be laughed out of court (along with a very large fine).

      The requirement for origin of each and every part applies to every company, not just Apple, of course. It is (indirectly) yet another tax on the product in addition to the tariff itself as more work to track every part (and when parts

Logic doesn't apply to the real world. -- Marvin Minsky

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