The once close relationship between the president Donald Trump and its chief executive Apple; Tim Cookcollapses because of the idea of ​​a iphone to be made in the US.

Last week, Trump said he “had a small problem with Tim Cook” and on Friday, posting on social media, threatened to impose a 25% duty on iPhones.

As CNBC notes in its analysis, Trump is annoyed with Apple’s plan to supply the majority of iPhone sold in the US by its factory partners in India instead of China. Cook confirmed this plan earlier this month.

But Trump wants Apple to build iPhones in the US and continues to push the company and Cook.

“I have long informed Apple’s Tim Cook that I expect that the iPhones sold in the United States will be manufactured in the US, not in India or anywhere else,” Trump wrote on Truth Social on Friday.

Analysts estimate that it would probably be more reasonable for Apple to take costs than to transfer production to the US.

“In terms of profitability, it is much better for Apple to accept the blow of a 25% duty on the iPhones sold on the US market than carrying the iPhone construction lines back to the US,” said Apple Ming-Chi Kuo analyst to X.

UBS analyst David Vogt said the potential duties of 25% are a “thirty title”, but stressed that it would only be a “average adverse wind” for Apple’s profits, reducing the annual profits by 51 cents per share, against previous expectations of 34 cents per share.

Experts have long believed that an American -made iPhone is at worst impossible and at best very expensive.

Analysts have said that iPhones made in the US will be much more expensive, CNBC said previously, with some estimates ranging between $ 1,500 and $ 3,500 to buy an iPhone in retail. The labor costs would definitely grow.

But it would also be complicated from a logistically point of view.

Supply chains and factories take years to set up, including installation of equipment and staffing staff. Apple accessories in the United States for assembly may also be subject to duties.

Apple began making iPhones in India in 2017, but only in recent years the area has been capable of making the latest Apple models.

“We believe that Apple’s idea of ​​producing iPhones in the US is a fairy tale that is not possible,” said Wedbush Dan Ives analyst.

Other analysts are cautious about predicting the way Trump’s threat will eventually evolve. Apple may be able to reach an agreement with the government or question the duties in court.

For the time being, most of Apple’s most important products are excluded from tariffs, as Trump gave the phones and computers exemption from duties – even from China – in April, but Apple does not know how Trump’s duties will eventually evolve after June.

“We are skeptical” whether 25% duty will be implemented, Wells analyst Fargo Aaron Rakers said. He also noted that Apple could try to keep the profit margin on iPhones by raising US prices by $ 100 to $ 300 per phone.

It is not clear how Trump intends to target Apple’s iphones made in India. Rakers said the US government could impose specific duties on India phone imports.

Apple’s activities in India, however, continue to expand. Foxconn, which assembles iPhones for Apple, is manufacturing a new $ 1.5 billion plant in India, the Financial Times said on Thursday.

It is noted that Trump threatened Samsung 25% and other smartphone companies if they do not carry their produce to the US.