Apple’s second largest supplier says to expect blank shelves due to Trump’s racks
So far, the impact of Donald Trump’s trade war with China has been felt only in the markets. The most forthcoming is yet to be consumers, according to Pegatron, a Taiwanese company that plays a key role in the Apple supply chain and other electronics companies like Dell. CEO of the company, Speaking to Reuterswarned that again, again to Trump, add another 25% for a revenge approach to the tariffs, it would probably lead to a shortage as we head to the summer.
“Within two months, shelves in the United States … may resemble those in third world countries where people visit universal shops and markets just to find empty shelves, everyone because everyone is waiting and seeing,” the chairman of Pegatron th Tung told ReutersS
Obviously, the extremely high 145% tariff that the United States has put on China plays a major role in the potential shortage of devices – this is a very main tax for companies to pay and likely to switch to consumers. But the bigger problem can simply be the uncertainty about what exactly the Trump administration will do further, which makes it difficult for any company to plan more than a few months ahead. “We will not immediately adjust our long -term plans just because of two or three months of tariff changes. Production bases require long -term planning,” Tung saidS
You can see this game quite clearly with Apple. When Trump first announced his “reciprocal” tariffs this month, which initially included a 34% tax on China, Apple began to roll to move its current shares and production of the supply chain in a way to minimize the pain. The company Move an iPhone worth $ 2 billion from India to the United States before the tariff strikes, and then began the rather complicated process of Disposal of production outside China (While Trump rang the rates all the way to a cartoon tax 145%) to India, where the tariffs are 10%. Even India could see Additional 26%added until July If a deal has not been reached.
About two weeks after the trade war, Trump announced his administration would released devices such as smartphones and computers Of this Tariff regime, which has given a retreat to companies like Apple and their suppliers … For exactly one day, before Trump’s secretary engages in Howard Luni trading, it is actually only temporary and The new sectoral tariffs will come into force in a month or twoS What will be this tariff? Will it ever be realized? And if it does, how long will it stay? Nobody knows. You just have to guess.
Obviously, this is not exactly how these companies with massive, international supply chains love to work. So inevitably they will wait and see before engaging with any major change. That means Supply is likely to be allowed Meanwhile. So if you stop at Apple’s store in June, don’t be surprised if the display models are the only iPhone in the building.
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