According to the announcement of US President Donald Trump’s announcement to start high imports for many countries on Earth in the United States, many interested in Apple are concerned with the question of how it affects iPhone and other technical products. Along with Vietnam, Thailand, China, Taiwan and India, the most important country for Apple is on the list. The exact limit is still difficult to guess- although it is also a difference between the impacts on the US and the European Union. But an analyst of the supply chain has already shown the options that Apple has and how they can affect consumer prices.
Financial analyst company in Taiwan TF International Securities from Ming-Chi Kuo SupposeApple’s gross profit duration can fall from 8.5 to 9 percent due to declared US tariffs, as the iPhone manufacturer has to expect an increase in cost. This is probably how investors see it: Like other technical values, after the announcement, Apple shared a large -scale lost Trump. However, the good news is: According to KUO, the Apple can increase the effects by 5.5 to 6 percent or the best by 1 to 3 percent.
India is more important than ever before
According to Kuo, the key is the location of the iPhone. Over the years, Apple has been running the project for years to make the project more independent than China as a production country and to produce iPhone, especially in India. Kuo is optimistic that, unlike the stressful relations between China and the United States, there is a scope for India to agree with the United States lower tariffs. Then the effect on the apple will be very low.
In view of the high amounts of equipment manufactured in China, however, it seems easier than reality. Already during the growing tension around Taiwan, Apple tried to separate its dependence on China. In view of the required production capabilities, this process requires the power to remain and it should hardly be promoted extensively on large notice. This year can be expected that Apple can handle 15 percent of its global iPhone production in India – 3 to 5 percent increase compared to the previous year.
Where Apple can still save
Kuo therefore refer to other possible measures that can take Apple. In its view, the company may urge the fact that mobile phone network operators give more subsidy to the equipment with new cell phone contracts, so that iPhone remains cheaper for consumers. Pressure on suppliers can also help reduce costs.
On the consumer side, Apple can compensate for higher costs from the fact that less money is paid for payment of older equipment than before. And Kuo is sure that the buyers of Pro devices are more inclined to increase the price as buyers of cheap equipment, especially since high priced equipment makes a high ratio of sales.
Kuo: Cuisinable for apples
All of them, analysts believe that Apple can cope with the tariff quite well. The total gross margin, ie the major figure, earned how much Apple earns at a minus cost, was 46 percent in the financial year of 2024. Even less than 40 percent of the value can be faced, especially when Kuo believes that this recession will be reduced only when Apple took some measures mentioned.
Prolonged effects are more problematic if existing equipment is used longer, as recession and recession and new purchases of consumers are postponed.
(MKI)
