Made in US’ iPhone could cost $3,500 without Asian supply chain: Analysts warn of massive cost surge

A fully “Made in US” Apple iPhone could cost up to $3,500 (₹2.98 lakh) due to the absence of an integrated supply chain management system in the country, according to analysts. Dan Ives, Global Head of Technology Research at Wedbush Securities, stated that replicating Apple's complex electronic supply chain management from Asia in the US is nearly impossible and economically unfeasible.

Apple would need at least $30 billion and three years to shift just 10% of its supply and chain operations to the US. This cost and complexity underline the value of digital supply chain efficiency and future supply chain tracking in global tech manufacturing.

India, on the other hand, has emerged as a strategic hub in Apple’s global supply chain, with expanding export capabilities, favorable policies, and growing domestic demand. Apple now ships a majority of iPhones to the US from India, reinforcing the success of the Make in India initiative.

In Q1 2025, Apple saw 23% growth in India, shipping a record 3 million units, with iPhone 16 leading. As companies eye SCM innovations in India, Apple’s strategy reflects a shift toward supply chain management development programs and supply chain financing in emerging markets.