Apple’s Tim Cook convinced Trump to drop made-in-USA iPhone — for now
Washington, DC 6 August: US President Donald Trump is waving with the CEO of Apple Tim Cook during a meeting at the Oval Office of the White House on 6 August 2025 Wednesday.
Demetrius Freeman | Washington Post | Getty Images
President Donald Trump clearly stated what he wanted Apple IPhone in the USA
Apple CEO Tim Cook He’s doing his best to calm the chief commander without giving this final privilege.
On Wednesday, Cook appeared at the White House with President Trump to plan to spend about $ 600 billion in the United States for four years in the United States, Apple did not announce the USA iPhone that Trump wanted, but Cook Apple’s position on US production.
Some of the most valuable parts of Apple’s glass and face recognition sensor are made by US companies where Apple has been working for years. The latest assembly is a small, very critical part of iPhone production.
“The last Assembly you focus on on Wednesday will be somewhere else.” He said.
Trump looked happy enough for now.
“Most of the components do here and we talk about it.” He said. “Everything is founded elsewhere and for a long time in terms of cost and all, but I think we can encourage him one day as much as he can bring back.”
Experts, Cook’s announcement according to tariffs Apple Trump’s plus signs were designed to remove, he said. Trump announced that during the public meeting, the management plans to put a tariff on the chips that will double the prices, but Apple, which is based on hundreds of different jeeps for their devices, will be exempt.
“CEOs are that they have to do something and they discover that if they give the President something to boast of without destroying their companies, the problem can go for a certain period of time.” He said.
Gambit worked. Apple stock increased by 5% on Wednesday and 3% on Thursday.
“What Tim Cook showed in the first administration was a real understanding of treacherous waters,” Laffer Tengler Nancy Tengler, CEO of Investments. He said. “I thought this announcement was symbolically important, because the president is looking for headlines.”
What’s Apple Announced
A gift given by Apple CEO Tim Cook to US President Donald Trump stands at President Trump’s desk, as Apple’s investment in Washington, DC, USA, USA, August 6, 2025, announced an investment of $ 100 billion in US manufacturing.
Jonathan Ernst | Reuters
The center of Apple’s announcement was the American production program that Apple said it was designed to encourage other companies to make parts for computers in the US.
Apple may commit to purchase parts and expand their relationship with US suppliers, and give these companies the ability and capacity to expand their business. And Apple allows him to get some credit to support a total of 450,000 jobs from his suppliers.
When the program members look more closely, they show that Apple is leaning on some of the longest -term partners. Apple, together, said that US suppliers are on their way to make 19 billion chips for their products this year. This does not appear overnight.
For example Apple in question All cover glass for iPhone and Apple times ProphecyIn Kentucky and will spend $ 2.5 billion on this effort. This is a powerful symbol – while the phone can be screwed together in China or India, the surface where users touch the world will be held in the USA
However, Apple showed Corning as a critical American supplier in the past. The company’s glass has been used on the iPhone since its first version in 2007. Although Apple often did not allow its suppliers to talk about their relationship, former Coo Jeff Williams greeted Corning’s glass when she received a “investment” from the Apple Advanced Production Fund in 2017. Apple followed this 250 million dollars Commitment in 2019 and $ 45 Million in 2021.
Analysts are skeptical that the partnership can significantly increase Corning’s income. Morgan Stanley analysts wrote on Thursday, adding that Corning’s “producing 100% of the cover glass for Apple’s phones and tablets”, and Corning’s so -called special materials are worth $ 2 billion per year.
Apple also emphasized its partnership with Apple’s long -term laser supplier Coherent for face recognition equipment in Texas. Morgan Stanley diversified about $ 100 million a year and said Apple has options such as Lumantum and Sony.
IPhone manufacturer said it expanded a partnership Texas instruments To make chips in Texas and Utah. Texas Instruments have long for a long time for the iPhone, such as circuits to control USB interfaces or power screens. Apple said that parts such as iPhone screens will be partners with Samsung, such as iPhone screens to start a “innovative new technology to make chips” without offering additional details.
Apple, even if they sell services or goods to Apple suppliers, they will be directly partner with companies in the semiconductor chain. Other partnerships Applied MaterialsA team company, GlobalfoundiesA chip document and America Taiwan semiconductor production company And the Wafety Texas instruments made in USA, which is the starting point for a group of chipsets.
Globalfoundies, Broadcomsupplying wireless chips for iPhones. Both will work with Apple to develop and produce 5G components in the USA.
Meanwhile, Apple will buy millions of advanced chips made by TSMC in Arizona and will be the biggest customers of the factory. In 2022, Cook joined former President Biden in the factory and committed to buying chips from the factory.
Apple said he would invest in a Arizona and be a customer. Amkor The last stage before installation on a computer, the package and the facility that tested.
Apple also said that it will expand the existing data centers for artificial intelligence in North Carolina, Iowa, Nevada and Oregon. In the past, these data centers have been emphasized in their commitments.
Apple’s announcement partner sent a stock, JPMorgan Chase analysts warned that “new and expanded participants may not be completely increasing for global income and appearance” on Thursday.
Trump had a different purchase.
Oh Oh, I love to do that, ”President said after reading a list of Apple’s commitments.
‘The cost of doing business’
Apple has little to worry about who will hold the company responsible for its promises. The company does not break the US spending and most of Apple’s suppliers It is necessary to keep the information confidential depending on the contract. Apple does not report how much the new campuses in Austin or North Carolina are.
In addition, the title number of $ 600 billion probably contains many regular costs.
Apple in question In February, payments of $ 500 billion commitment to US suppliers, direct employment, Apple intelligence and corporate facilities, data centers and 20 states in the Apple TV+ productions involved.
In 2018, Apple began to announce the expenditures open to the public during Trump’s first management. About 70 billion dollars a year. Company in February loyalty 125 billion dollars a year. The announcement of Wednesday brings this figure to $ 150 billion annually.
This is still part of Apple’s total expenditures.
Apple’s 2024 financial year, Apple, the cost of the goods sold, $ 57.5 billion in operating expenses and globally spent $ 275 billion for global expenditures during the period globally spent $ 210 billion.
Teffler said he didn’t think that newly announced expenditures would be important for Apple’s profitability, especially because they have relations with various companies such as Corning.
“They’re gonna spend money somewhere,” Tegler said.
He said that the Wednesday announcements showed a very different approach. He said it was “cost of doing business”.
WRISTWATCH: Apple CEO Tim Cook and President Trump
