Apple expects to source more than 19 billion chips made in the USA during 2025, CEO Tim Cook said on the company’s earnings call on May 1, 2025.
What Cook said
- The chips will come from a dozen states and include tens of millions of advanced chips made in Arizona this year.
- Cook said Apple is the first and largest customer of TSMC’s Arizona plant, which is producing a system-on-chip for Apple.
- He said Apple also sources glass and the Face ID module from the USA, and that the chip count goes “down to the resistor and capacitor level.”
- He reminded investors of Apple’s plan to spend $500 billion in the USA over four years.
- At the same time, Cook said most iPhones sold in the USA would have India as their country of origin, and Vietnam would supply most iPads, Macs, Apple Watches and AirPods for the USA. Apple estimated tariffs would add about $900 million in costs that quarter.
“During calendar year 2025, we expect to source more than 19 billion chips from a dozen states, including tens of millions of advanced chips being made in Arizona this year.”
Tim Cook, Apple CEO, on the May 1, 2025 earnings call
Why it matters for Made in USA
Apple’s USA supply chain is growing at the component level, even though final assembly of its devices stays overseas. USA-made parts inside a product assembled abroad do not make that product USA-made, but they do support domestic chip and glass production. Later coverage: Apple’s $600 billion USA manufacturing program.
FAQ
How many USA-made chips will Apple buy in 2025?
More than 19 billion, from 12 states, Tim Cook said.
Where are its advanced USA chips made?
At TSMC’s plant in Arizona, where Apple is the first and largest customer.
Are iPhones being made in the USA?
No. Cook said most iPhones sold in the USA would come from India.
Source & credit
Source: Apple fiscal Q2 2025 earnings call, May 1, 2025, transcript via Six Colors. Additional reporting: BBC News.