Trump Extends Tariff Threat to All Smartphones, Including Apple’s iPhone

President Donald Trump has announced plans to impose a 25% tariff on all smartphones manufactured outside the United States.

This includes devices from Apple, Samsung, and other major international brands.

The announcement marks a significant expansion of Trump’s earlier threats, which initially targeted Apple. Now, the proposed tariff applies to all smartphone manufacturers selling in the U.S. market if their devices are not assembled domestically.

“It wouldn’t be fair to single out Apple. We’re going to level the playing field for all American companies by encouraging production right here in the U.S.”
Deadline Set for End of June,” Trump said during a press briefing.

The Trump camp has set a deadline of June 30, 2025, for smartphone companies to restructure their supply chains or face the tariff.

This timeline leaves tech giants with little room to maneuver, especially given the complexity and cost of relocating manufacturing operations.

Industry analysts warn that the impact could be dramatic. According to market experts, shifting production to the U.S. could push the retail price of flagship devices like the iPhone 16 Pro Max to over $2,000, due to higher labor and infrastructure costs.

Stock Markets React
Financial markets quickly responded to the news. Apple’s stock dropped 3% in early trading, reflecting investor concerns about profit margins and potential disruptions in the company’s supply chain.

Shares of other tech companies also experienced declines, with the Nasdaq showing signs of volatility.

“This is a game-changer,” said an analyst at Wedbush Securities. “It forces every player in the industry to rethink how and where they build their devices.”
Broader Economic and Political Implications
The proposed tariff is part of Trump’s broader strategy to revive U.S. manufacturing and reduce dependence on foreign suppliers, particularly in the tech sector.

However, economists have expressed skepticism about the feasibility of implementing large-scale electronics production in the U.S. on short notice.

Critics argue the move could lead to higher consumer prices and limited product availability, especially ahead of the critical holiday sales season.

Others see it as a political maneuver aimed at appealing to manufacturing-heavy regions in the lead-up to the 2024 presidential election.

Smartphone makers now face a ticking clock to either shift assembly to U.S. soil or absorb the added cost of tariffs. Industry observers expect some companies to lobby against the move, while others may explore alternative production hubs in North America.