iPhone 16 PRO MAX COULD SEEN A SEEN AREN BUMP in EARLY 2025
0 > Facebook X.com reddit Bluesk target at the cost of Apple up to 235 US dollars because instability, because instability Created by the tariffs of the Trump administration, can be a blessing in the profit of Apple and Mdash; At least in the short term.
Even after an unsuccessful attempt to increase tariffs during the first term Trump, it was known that they would again be tried in the second period. After a few weeks of outgoing, unexpected general tariffs, President Trump went on the “Liberation Day” in early April with a seemingly random global increase in tariffs.
, according to the Morgan Stanley report, seen by Appleinsider, these conditions led to uncertainty among consumers, who put forward key purchases forward and will benefit the first half of Apple from 2025. So, for those who may have been waiting until September 2025 to buy a new iPhone or Mac, they were updated a lot earlier in 202555. Despite the fact that wider tariffs were not implemented until April, after the second quarter was over, earlier tariffs and threats intended for large consumers to switch the purchase to the March quarter. It is expected that this will provide a small blow in the results of Q2 and provide a positive color for the management of Q3.
Despite the incredible uncertainty, the report assumes that Apple will do everything possible to increase the price decreased to limit the destruction of consumer demand. Some costs may go to the supply chain, while others can be transferred by eliminating lower storage levels, which increased the basic price.
All how tariffs change, Apple dependence on China, future ads of AI and state rules can significantly affect Apple next year. Nevertheless, the Morgan Stanley is still optimistic on Apple, increasing the target price from 220 to 235 dollars.
The report did not offer any speculation on how to move in the March and June of the quarter can affect the launch of the iPhone on September 17 and after the festive quarter.
Apple is unlikely to do this during the announcement of income.
Tariff American slides
to keep a leg with tariffs implemented by the president Trump. Since the tariffs of the “Liberation Day” are the theme of the focus today, it may be easy to forget that the tariffs, especially against China, were on the table, and immediately their implementation was a great promise during the presidential campaign.
markets fought with tariff American hills
on the day of the inauguration, one of the many initial executive orders of President Trump was to create an external income service. He also immediately created tariffs against Mexico and Canada.
Although these initial tariffs against these countries, China and others were short-lived, many consumers considered this a warning shot for what could happen later. Although this probably did not increase demand as the tariffs of the “Liberation Day” in April, the effect is not zero.
The slippers continued, as President Trump surrendered to the initial tariffs of the “Liberation Day” and introduced a new one within 90 days, calling it a “pause”. These new tariffs became 125% of China, but the rest of the world tariffs were set at all another 10% fixed rate.
After that, specific products were provided, even if the exceptions were supposedly never on the table, which unilaterally helped Apple. Nevertheless, President Trump promised that these exceptions would be short -term, and Apple would also suffer from the upcoming semiconductor tariff.
back and forth makes it difficult to predict something next week, although analysts are sure of Apple's ability to navigate the problems. Which, of course, led to the fact that government regulators questioned whether the exceptions and favoritism could be a sign of corruption.
