More US iPhones Will Come from India

In response to another question, Cook confirmed reports that Apple will be sourcing more of its products sold in the US from places other than China to take some of the sting out of the tariffs.

For the June quarter, we do expect the majority of iPhones sold in the US will have India as their country of origin and Vietnam to be the country of origin for almost all iPad, Mac, Apple Watch, and AirPods products also sold in the US.

Apple CEO Tim Cook

Cook didn’t say whether Apple is increasing production in India to meet this demand, but he did add that the vast majority of products sold outside the US will still come from China, as those aren’t impacted by US tariffs.

When asked about supply chain changes in the US and India, Cook took the politically safe approach and focused solely on Apple’s work in the US.

We’re excited about bringing more production to the US. As you know, we’ve been very key in the TSMC project in Arizona and are the largest and first customer getting product out of that. And that’s the SoC that’s coming out of there. We also have glass coming out of the US and the Face ID module and loads of chips. In fact, there are 19 billion chips coming out across 12 states. This is down to the resistor and capacitor level, obviously

Tim Cook