Technologies

Apple Is Moving US iPhone Assembly to India Amid Tariff Turmoil

Apple CEO Tim Cook also said Vietnam will manufacture almost all iPad, Mac, Apple Watch and AirPods products sold in the US.

Apple will be sourcing almost its entire line of iPhones sold in the US — about 60 million phones a year — from assembly facilities in India, CEO Tim Cook said Thursday. The planned move comes against the backdrop of the Trump administration imposing tariffs against China of up to 145%.

The tech giant is predicting a $900 million impact to Apple’s costs this coming quarter if tariff policies, rates and applications stay as they are right now.

«For the June quarter, we do expect the majority of iPhones sold in the US will have India as their country of origin,» Cook said during Apple’s Q1 earnings call on May 1, «and Vietnam to be the country of origin for almost all iPad, Mac, Apple Watch and AirPods products sold in the US.»

It comes as some products such as mobile phones and computers have been exempted from those tariffs for the time being. Apple has long centered its iPhone production in China, making it vulnerable to any trade war between the two countries and spurring speculation that tariffs could mean price increases for the company’s biggest-selling product.

By moving third-party assembly of US iPhones to India, Apple could avoid the most significant cost pressure of a trade war, though India itself faces new tariffs as well.

The company had already begun shipping iPhones made in India, adding to its product reserves, before new tariffs became active.

A global perspective on iPhones and tariffs

While it’s unclear how long the trade war with China will continue, Apple’s shift is part of a larger strategy that may include more US component manufacturing, says Angelo Zino, a senior vice president at CFRA Research.

«Apple must think long term with manufacturing capacity,» Zino said. «We think Apple will look to double its India iPhone capacity in the next two to three years to help mitigate future China-US tensions.»

That said, Zino expects Apple to keep a large China presence, as 15% of its sales will be in that country and global capacity of iPhone manufacturing will still rely on Chinese manufacturing. Cook confirmed that China will «continue to be the country of origin for the vast majority of total product sales outside the US.»

While Apple wouldn’t shift iPhone production entirely to the US, which would be cost-prohibitive, Zino said, it could potentially ramp up modem and internally designed processors with Taiwan Semiconductor in the US.

«That is clearly where the value of Apple lies for the Trump administration, in our view, rather than assembling its devices,» Zino said.

Will Apple’s manufacturing shift to India last?

Muzammil Hassan, head of patent portfolio management and monetization in India for Quandary Peak Research, noted that Apple’s shift to more manufacturing in India was already happening before tariffs were enacted.

«I don’t think it’s a temporary move,» Hassan said. «Foxconn has been training thousands of employees in their factories in Tamil Nadu. In fact, there were reports that iPhone 17 might be developed and manufactured exclusively in India.»

While shifting all US iPhone production to India may be bold, Hassan said, Apple is not pioneering with its manufacturing strategy. «I’d say Apple is late to the party. Samsung, Oppo, Vivo and Motorola among others were already manufacturing their phones in India.»

In addition, Google may be migrating production of its Pixel phone to India from Vietnam, he said.

Technologies

Google’s New AI Features Are Trying to Make Data Entry a Thing of the Past

More Gemini AI features will come to Google Docs, Sheets and Slides.

The latest batch of Google updates to its workspace tools highlights AI’s promise to automate mundanity in the workplace. Google Docs, Slides, Sheets and Drive all have new AI-powered features, the company announced Tuesday. The one thing all these updates have in common? Gemini is using your files, emails and chats to give you relevant information, not random answers gleaned from the web.

These updates come as AI is playing a bigger role in our work lives, for better or worse. Agentic tools like Claude Cowork and coding assistants like Anthropic’s Claude Code and OpenAI’s Codex are more capable than chatbots and able to handle tasks announced independently. AI tools are also becoming more customized, with Google’s personalized intelligence rolling out across its platforms to help refine AI outputs to things that are relevant and useful for you. Google continues that trend with this new batch of Workspace updates.

New Gemini AI features in Google Workspace apps will cite their sources after each query. For example, if you ask Gemini in Google Docs to fill out an itinerary template, it will pull the information from your email, chats and files. The «sources» tab in the Gemini side panel will show you where it found the information it used, like your flight confirmation email and chats discussing dinner plans. Seeing where Gemini pulled its answers from is also how you’ll double-check Gemini’s work.

The most impressive new features are in Sheets, where AI can fill in the holes in your spreadsheets. You can describe what you want the AI to do with a simple prompt and avoid writing an exact formula. You can click on an empty cell, select the pop-up that says «Drag to fill with Gemini,» then highlight the cells you want Gemini to fill in. That deploys an AI agent to search the web to fill each cell with the necessary information.

For example, if you have a spreadsheet of the contact info for local companies, you can have Gemini search the web to fill in a the location, CEO and other publicly available information of each company. The tool aims to dramatically reduce the time needed for manual data entry. Gemini can also summarize, categorize and create charts with prompts alone.

You can also chat with Gemini in Sheets and have it scour your raw data to make custom reports and charts. No need for pivot tables if they confound you as much as they baffle me. One of the biggest uses of AI at work is helping create presentations.

In Google Slides, you can now tell Gemini in natural language what you want to appear on a slide, and it will create it, matching the style of your existing slides. You can also ask Gemini to edit your slides if you don’t want to waste time painstakingly moving design elements around the slide. The AI should fill the slides with relevant information based on your instructions and the work files it has access to, so you shouldn’t need to replace a bunch of filler text.

If you use Docs, Sheets and Slides through the Workspace account of your company, then you won’t be able to turn off AI features individually. The managing company is in control of AI access for users. Personal users can tweak their settings to limit Gemini. The new features are rolling out in beta now, in English only, to Google AI Ultra and Pro subscribers in the US, as well as some Google Workspace customers who are part of the Gemini Alpha testing program.

For more, check out the new cowork feature in Copilot and how to use Perplexity AI for deep research.

Technologies

Nintendo Switches Lanes, Sues US Over Tariffs

Mario wants his money back.

Tariffs implemented by President Donald Trump were struck down by the Supreme Court last month. Companies that were subjected to those fees, such as FedEx and Dollar General, have since sued the federal government, and Nintendo wants a piece of the action.

Nintendo filed a lawsuit against the federal government in the US Court of International Trade on Friday, as first spotted by Aftermath. The complaint seeks refunds of tariffs Nintendo paid, plus interest, and asks the court to declare the tariffs unlawful and stop the government from collecting them going forward.

«Since February 1, 2025, President Trump has executed the unlawful Executive Orders, imposing tariffs on imports from a vast swath of countries,» Nintendo said in the complaint.

When reached for comment, Nintendo of America confirmed the lawsuit.

«We can confirm that we filed a request. We have nothing else to share on this topic,» Nintendo of America said in an emailed statement on Friday, March 6.

It’s unclear how much Nintendo paid in tariffs, and it did not state an amount in the lawsuit. While the Switch 2 was priced at $450 when it launched last year, and has stayed at that amount, Nintendo did increase the price of the original Switch and accessories for both consoles. Microsoft and Sony also increased the prices of their hardware and accessories last year due to tariffs.

The White House didn’t immediately respond to a request for comment.

On Feb. 20, the Supreme Court ruled by a vote of 6 to 3 that the sweeping tariffs Trump instituted last year exceeded his executive powers. Following the ruling, on the same day, Trump announced a new set of tariffs of 10% on imported goods that would last for 150 days, starting Feb. 24.

The decision on what to do with the collected tariffs — a reported $166 billion — has been left to the US Court of International Trade. Judge Richard Eaton told the US Customs and Border Protection on Wednesday, March 4, to refund the importers that were forced to pay tariffs, which is more than 330,000. On Friday, the CBP said it couldn’t easily issue tariff refunds because its system requires duties to be recalculated and refunds processed entry by entry. This process would involve tens of millions of transactions. The agency said it’s updating its systems and could start providing refunds by late April.