Apple, Trump’s Chinese Trade War Remained without Raft: Analysts
Shopping at an Apple store at the Grand Central Station in New York on April 4, 2025.
Michael M. Santiago | Getty pictures
Despite the 90-day break of many of the US President Donald Trump’s “mutual tariffs”, some companies and investors, the largest company, AppleIt has never been so lucky.
Cupertino-based Tech giant is very confidence in supply chains in China, which continues its accumulations only in Chinese goods in Chinese goods It is now 145%.
Thus, despite the United States more promising to the world, experts say US-Chinese talks are the main variable for Apple.
CNBC told CNBC that the CNBC was told by these tariffs, “Ives,” Ives, CNBC’s Global Technology President CNBC flew in the ocean without a life rig. “
The smartphone producer has diversified the supply chain for years, but the 77 million iPhones sent to the United States last year, according to Omdia, about 80% came from China.
The technical research firm may have to increase the prices on phones sold on the US on the US phones to protect their edges under current tariffs.
“If the original Chinese tariffs were in 54%, it was serious, but it is managed … but it does not feel material to increase prices based on existing tariffs for Apple,” said Le Xuan Chiew, Omdia
Several options
Apple was sent to 600 tons of iPhone or 1.5 million units, before India’s new tariffs came into effect Reuters and India’s periods.
Apple and two iPhone manufacturers did not respond to the CNBC request.
Cihew, when this news is not confirmed, he said that the company will probably be the best choice to quickly reduce the effects of tariffs and get themselves for a while.
However, it is not clear how long these resources can last, especially when consumers expect higher prices.
According to Omyia, Apple’s medium-term strategy, geopolitical and tariff risks to reduce exposure to risks and increase the production and exports from India.
Trump’s Temporary Stop will probably push more than 10% tariffs to India – at least to present a more favorable access to the United States
However, the establishment of iPhone production in India is a period of years. Indian iPhone Manufacturers just began to produce iPhone models of Apple’s highest level Pro and PRO Last year for the first time.
According to Xiew, in India can take at least one or two years of production to satisfy the demand in India and is not without their own tariff risks.
Freedoms?
In the face of the tariffs, experts said the company’s best choice of the company is likely to contact Trump management to exempt from China to imports of China.
This is something The company had received – Some analysts believed that this time this time can happen again this time during the first club office.
“I still see some potential comfort that can come in a discount for Apple based on $ 500 billion in obligation.” “It was not much discussed – but may see the relief form as the expansioned companies in the negotiations.”
Apple said he would invest in February $ 500 billion in the United StatesCreates 20,000 jobs.
Again, Trump believed that the Germans believe that the iPhones could do in the United States – even if the analysts doubt the plan. Wedbush analyst predicted ives The iPhone would cost $ 3,500 If it is produced in the United States, more than $ 1,000 typical.
Meanwhile, other analysts say that releasing from a trade contract or tariff will not be enough to prevent negative work effects.
“Let’s think that after a special freedom for reciprocal tariffs or Apple,” Craig Moffett, co-founder Moffettnathanson
“This still does not solve the problem. Even 10% creates a big problem for the main tariff apples.”