Tariffs could add $900 million to Apple’s costs this quarter, Apple CEO Tim Cook said on Thursday, as he revealed the tech giant was shifting production of iPhones sold in the United States from China to India.

Apple CEO Tim Cook revealed some much-anticipated details about the impact of President Donald Trump’s trade war on his company, describing a relatively modest increase in costs this quarter. But his response didn’t entirely satisfy Wall Street,

Apple CEO Tim Cook told CNBC that the company is sourcing "about half" of the iPhones that it sells in the U.S. from India. As far as other U.S.-bound products go, including Macs, iPads and AirPods, and the Apple Watch, Cook says that for "almost all" of them the country of origin is Vietnam.