How U.S. and China Tariffs Are Reshaping the iPhone and Smartphone Industry
New U.S. tariffs on China-made goods may raise iPhone prices by up to 30% in 2025. TechInsights explores impacts on global smartphone supply chains.
New U.S. tariffs on Chinese-made goods are set to disrupt the global smartphone market—raising prices, pressuring supply chains, and accelerating the shift away from China. TechInsights analysis shows iPhone prices could surge by 10–30% in 2H 2025, with Apple fast-tracking production in India to offset costs. Meanwhile, Huawei stands to gain in China, and OEMs across the board are rethinking where and how they build devices.
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