Dear iPhones and uncertainty product: Apple’s confusion before trump tariffs
2025 is not an easy year The wood Or to your CEO, Tim Cook.
The technology giant faces a new threat of tariffs imposed by president Donald TrumpThat 25% Surcharge is required in the United States to be made in the country with fine.
This measure dropped more than 3% of Apple stocks, which was only over $ 100 billion in the company’s market value, but only Friday. During the year, the company has dropped 21% so far.
Trump has reported on the social network that he hopes to make iPhone manufacturing in the United States for the US market, otherwise at least 25% tariff on Apple products will be applied. This requirement rebounds the historical challenge to the company, which already invests in product diversity strategies to escape China’s dependence, where 85% of iPhones are still meeting.
Product diverse strategy
In recent years, Apple has expanded its factory presence in countries such as India and Vietnam in an attempt to reduce the effects of Trump’s first position.
CEO Tim Cook has been highlighted in the recent teleconference, and in the next quarter, most iPhones sold in the US, Indian, iPads, Max, Apple Watch and AirPads are mostly from Vietnam.
However, the component chain is highly linked to the manufacture of Chinese, which runs a company that is vulnerable to Washington’s political decisions.
In addition to moving some part of production abroad, Apple has announced that it will invest more than $ 500 billion in the United States over the next four years, hiring 20,000 workers and building a server factory in Texas.
However, this attitude is not enough to prevent recent threats from the US government.
For analyst Don Ivs at Wedbush, the idea of 100% American product as “fairy tale”. It estimates that it will cost about 500 3,500 for the iPhone made in the US – this value does not find the market. The transition takes five to ten years and represents a high risk of apple supply chains.
“We do not have to be in the United States in the short term in the short term in the short term, depending on the transverse expenditure and supply chain logistics, the virtually Hercules,” said Evs. Investopedia.
The problem to the ecosystem
The financial market closely examines the pressure on Apple.
Oh JP Morgan E. Morgan Stanley They are sketches about the possibility of completely transferring its manufacture to the US.
According to JP Morgan.
The bank strengthens the estimate that the complete manufacturing in the United States is not economically impossible, the cost and the logistics complexity.
Apple Store in New York (Leandro Fonseca/Exam)
Analysts City It is estimated that the company’s profits will be reduced by more than 4% in the 2026 and 2027 tax year – 25% of Apple products sold in the United States – 25% on iPhones. The bank predicts that Apple will get one -third of its customers and suppliers.
Economic impacts and geographical political context
In parallel to the announcement of tariffs on Apple, Trump suggested that 50% surcharge on imports from the European UnionCauses a negative reaction in global markets.
At the White House at a question and answer meeting, the president mentioned Tariff policy also coveres other smartphone manufacturers Samsung. “If only apple is affected, it is unfair,” he said. “When they start building factories here they can avoid rates.”
Despite threats, experts and market analysts, Cook seeks alternatives to reduce conflict, perhaps in the United States growth in chip production or investments in technical infrastructure in the country.
The future of the product and iPhones product for Apple
Combining Apple’s tendency to handle high tariffs, logistics costs and competitive prices, which followed its production to reduce economic and operational losses outside the US, especially in India and Vietnam..
Meanwhile, the market is aware of Tim Cook’s ability to navigate this turbulence, wanting to maintain Apple’s profitability in government pressures, global competition and changes in consumer behavior.
The cupertino giant can balance his world activities without sacrificing the attraction of his products to the American market – and without allowing the apple.
