- New tariffs could raise iPhone prices by about 40% in the U.S.
- Apple’s AI delays are hurting its appeal, while Chinese brands have rapidly integrated AI.
- Nationalism and anti-Trump sentiment are driving some buyers to Chinese brands.
- New tariffs could raise iPhone prices by about 40% in the U.S.
- Apple’s AI delays are hurting its appeal, while Chinese brands have rapidly integrated AI.
- Nationalism and anti-Trump sentiment are driving some buyers to Chinese brands.
Apple is cooked. Not only are they going to get decimated in China, but they are going to see demand destruction in the US due to tariffs. And neither Trump nor Xi cares about Apple.
I mean, you’re not wrong, but the same applies to all phone manufacturers. Samsung, Pixel, etc. are going to see similar price hikes due to tariffs in the US, and a similar drop in demand in China as the population there moves to Chinese manufacturers. I’m not sure why you’re singling out Apple.
You don’t understand. Chinese companies have been preparing for this for almost a decade now thanks to US policies. Here’s manufacturing locations just for Moto.
https://motosmartphones.com/where-are-motorola-phones-made/
How much is it really made in Brazil? Enough to by pass the tariffs.
This is transhipment. China has been building an enormous transhipment network with those countries heavily dependent on Chinese heavy machinery and services. They expected this, they prepared for this. It’s the US companies that tried to obey their own countries rules that are susceptible. Even Samsung has been working with China to create these networks. Soon, I would estimate, Apple will as well. The problem is, if you thought Tik Tok was a national security issue, forcing every US company to use Chinese logistics to fight your own countries tariffs…
Yes, but any country that counter tariffs the US makes Apple products more expensive while other (non us based) companies don’t have that problem.
Pretty sure the country of origin for Apple products isn’t the US anyway. They’d be coming from China, India, etc. Reciprocal tariffs on the US should have no effect on Apple products sold in other countries.