part of the Apple Current IPhone 16 Range
Cook has already stated that Apple used the “Construction forward” approach to get more imports before the tariff for the third quarter. While he did not unexpectedly commented on Trump’s tariffs, he said that Apple, according to estimates, “tariffs will add $ 900 million to our expenses for the third financial quarter.” one of the analysts commented on this in the future and was clearly surprised by the relatively low exposure compared to what was expected. In any case, there was clearly the waiting for Apple in the first quarter before the tariffs were announced. Then, as shown, the tariffs were extremely higher than expected after the end of the quarter, and initially Apple was supposed to believe that this was subject to full tariff costs.
, although it is not aimed at Apple, perhaps there is currently an exception that gives the company a big break. Trump later denied that this was an exception, and made it temporary, and said that Apple would fall under another “bucket” of tariffs after a semiconductor investigation. Apple cannot rely on the release, despite the fact that he received it in the first time. And Cook notes that although the vast majority of Apple products are exempted, 145% of the Chinese tariff is still “some of our Applecare and accessories in the United States”. This means that service, covers for the iPhone and the like will be clogged. Then the question of the fact that the exception is temporary is significant, because Cook will only talk about the June quarter. This is the last quarter before the introduction of the iPhone 17 & Mdash range; These new models will be the most demand in the next two quarters. Therefore, although Trump will change his mind repeatedly, it is currently quite likely that the exemption from the Apple tariff by that time has ended. What tariffs are in place, then Apple will be amazed at your iphone sales peak. even only in June, however, Apple worked to reduce the effect of the tariff by redirecting its delivery line. From this moment, Apple plans to import more iPhone in the United States from India, and not from China. Tim Cook shows Trump, which will be released in the 2019 Mac Pro in production & mdash; Image loan: Apple “For the June quarter, we expect the majority of the iPhone sold in the United States will have India as their country of origin,” he said, “and Vietnam will become a country of origin for almost all products for iPad, Mac, Apple Watch and Airpods sold in the United States.” “Mutual” tariffs are applied to each country with which Apple works. Therefore, if temporary release is removed, Apple does not receive a free pass for import from India and MDash; Even if you could make all the iPhones there. this is impossible now, and it will never happen. Despite the fact that Cook formulated Apple’s position as best as possible, he still had to refer to the “majority” of us that are made in India. will be iPhone, imported in the United States from China, and will always be. Apple cannot get divorced with China completely. Therefore, if the exemption is removed, and if Trump continues the surcharge of 145%, Apple will be affected by this. In fact, it is impossible to predict how Trump then change his mind, but Apple should be prepared for the worst case. Thus, there will be iPhone, imported from China, and although Cook said that the figure of $ 900 million depends on the fact that there are no changes, he knows that there will be. Today it is simply impossible to calculate what they can be. “I do not want to predict the future because I am not sure what will happen to the tariffs, and an investigation of [semiconductor] is taking place,” he said. “You know, it is very difficult to predict outside June,” he added before repeating that even the June quarter is not sure. Definitely that the experience of supply and delivery lines, so that the United States receives mainly Indian iPhone, is already an expensive task. Cook mentioned this change, mentioning that now “China will continue to remain a country for the vast majority of general sales of products outside the United States.” Apple is not even close to the completion of its plans for recruiting its delivery lines. The cost of these moves will not completely fall in the June quarter, as some have already been paid, and some are still ahead. , nevertheless, it is clear that, despite all this massive world change in the supply line, and despite the current release, Apple is still on the hook for $ 900 million only because of these tariffs. It could be much worse, and it was expected that it was about 10 times than in the third quarter. and that $ 900 million only for the June quarter, the quarter until the next IPhone launch. Previously, the last iPhone Apple was always built in China, and due to the complexity of production, other countries, as a rule, worked on older models. This has changed because the iPhone 17 models were developed in India as of October 2024. But the Morgan Stanley investment company may show that Apple models can produce its higher models. The reasoning is that Apple margins on these models can be sufficient to soften the effects of the tariff. everything that Apple does to reduce tariff costs, however, there is a limit. According to Apple, during his usually quieter June quarter, he will still be absent $ 900 million and MDash; So it’s just not to guess what the effect of the tariff will be in the more lively September and December quarter.
> Apple cannot avoid tariffs
Apple global expenses to minimize tariffs
