MOBILE

Commercial War with China: How to meet Apple’s separation efforts

23/04/2025

Apple is one of the major American companies that achieve a lot from the current trade struggle between the Trump administration and many countries of the world. The iPhone group produces almost all products outside the United States, most in China. The US government recently spoke about the 90-day exception to the possible punitive tariff on the lobbying of Apple Boss Tim Cook. However, 145 percent of the planned 145 percent of the people may return the customs duty importing 145 percent and the iPhone strongly in the United States. But it does not live in this way: In other regions, there is also an open conflict between the two countries, as a famous Apple analyst warns in a new report.

Disrupted supply chain

Reason: In addition to a potential high punitive tariff against China, Washington tries to separate Beijing – also with other business partners. Like US Stock Exchange Transmitter CNBC writesChina then wants to react with its own vengeance. Therefore, the Trump government has planned to use the current customs dialogue with many countries to create ahead world regions to reduce its business with China. The Chinese Commerce Ministry immediately reacted and announced that one would “oppose any deal that goes to the cost of Chinese interests”. “Resoluts Counterers’ is to be expected to be expected.

loud Ming-chi kuo viewApple specialist in Taiwanese Investment Hauze TF International Securities, means that there is nothing good for Apple’s supply chain (and Apple itself): the risk for tariffs and other restrictions can “grow significantly” and make the situation “extremely unexpected”. Because Apple’s supply chain is quite dependent on China. The group screws its iPhones together in India (or can do it by finishing), but uses early products and components that mostly come from China. US trading partners can disrupt the supply chain of indirect tariffs Apple.

Five tariffs against China under the pressure of United States

“As long as the United States demands high tariffs for Chinese imports only, risks can be managed. If other countries do so, Apple will have to manufacture even more non-Chinese iPhone production lines,” Kuo said. In the future, not only the US has the largest market for import-apple, but also other markets, which in turn impose punitive tariffs against China (or components from China) at the pressure of the United States.

In the worst condition, the customs risk for Apple should not be evaluated “and no longer should be investigated,” analysts write. It is not currently clear what is actually being interacted behind the closed doors.