Everything except the iPhone will leave Vietnam and India in the 3rd quarter.

iPhone SHIPMENTS Will BE SPLIT BETWEEN India and China

1 FACEBOKOK X.com reddit Bluesky there were many questions about how Apple will deal with the extreme tariffs of the administration Trump, and finally there are some answers to at least for a short-term perspective. To the question of the analyst on calling Q2 revenue devices delivered to the United States will come mainly from Vietnam, with the exception of the iPhone. Half of the iPhone deliveries will come from India, and the other half will continue to come from China.

As for the rest of the globe, China will provide an inventory. This helps to guarantee that the supply chain continues to move with minimizing the influence of tariffs in the United States.

However, even with all the power of the Apple supply chain, the volume of the iPhone batches is too large. Apple expects that only in the June quarter a blow to 900 million dollars will be struck.

Of course, this number 900 million dollars largely depends on nothing that is not changing. The 90-day pause, which set global tariffs up to 10%, and Chinese tariffs-125%are already in question, and the exclusion of Apple can also be short-lived thanks to incoming semiconductor tariffs.

So, if the tariff scheme does not disappear during the quarter completely, $ 900 million, a short rating. Nothing was said about how these expenses can be compensated, but there is a possibility that customers will recognize in the fall.