Apple’s $100 Billion Bet: Reshoring Production to the U.S.

A Major Shift Back to America

Apple has announced a massive $100 billion investment in the U.S., following a meeting between CEO Tim Cook and President Trump in August 2025.

This move marks a strategic shift in Apple’s global supply chain—driven by rising tariffs and political pressure.

Tariffs Resurface Under Trump

The Trump administration has reintroduced up to 25% tariffs on smartphones and semiconductors.

Apple, facing rising import costs for China- and India-made iPhones, aims to localize production in the U.S. through partnerships with TSMC, Broadcom, Samsung, and Texas Instruments.

A Shift in Supply Chain Structure

Apple’s response could reshape logistics:
・Shorter delivery times through domestic production
・Revised inventory strategies due to supplier shifts
・Redesigned transportation networks for U.S.-based manufacturing

Inflation Risk Looms

But local production comes at a cost.

Less than 5% of iPhone parts are currently U.S.-made.

Scaling up could raise iPhone prices to $3,500, due to labor, land, and equipment costs.

Logistics Repercussions

This trend has broader implications for logistics.

Companies are rethinking not just “what to move” but “where to make it.”