iPhone's American Dream: Could Tariffs Bring Manufacturing Home?

Howard Lutnick's Vision for Apple and the Future of US Manufacturing in Taiwan.

In a recent interview, US Secretary of Commerce Howard Lutnick reiterated the White House's stance on tariffs, emphasizing their role in incentivizing companies to establish manufacturing facilities in the United States. He expressed a desire for Apple's iPhone to be manufactured in America, and stated that he hopes that tariffs, favored by Donald Trump, would eliminate the "millions of workers" in China manufacturing iPhones.

According to Fortune, Apple successfully secured exemptions from tariffs on China-manufactured iPhones during the first Trump administration. However, officials within the Trump cabinet have consistently voiced their desire to see consumer goods manufacturing return to the US, an important aspect for Taiwan's role in the global supply chain.