US president Donald Trumpimposed a series of Large tariffs to countries around the world that could drastically alter the global trade panorama. According to analysts, consumer goods such as iPhones could be one of the most affected, with price increases from 30% to 40% If the company decides to transfer consumers costs.
Most iPhones They are still manufactured in Chinawhich has been beaten with a 54% tariff. If these rates are maintained, Apple (AAPL.O) faces a difficult decision: absorb the additional cost or transfer it to customers. After the announcement of the tariffs, the actions of the company fell more than 8%heading to its worst day since September 2020.
Apple sells more than 220 million iPhones per yearwith its main markets in United States, China and Europe.
The base model of the iPhone 16 was launched in the US $ 799but it could cost up to $ 1,142according to projections of the analysts of Rosenblatt Securities, which would represent an increase in 43% If Apple completely transfers the impact to consumers. An iPhone 16 Pro Max, with a screen of 6.9 inches and 1 TERABYTE of storage, which currently costs $ 1,599could reach almost $ 2,300 With the same increase.
During his first term, Trump imposed tariffs on a wide range of Chinese imports to press US companies to move their production to the US. On that occasion, Apple obtained exemptions or exemptions For several of its products, but this time has not received any.
“This whole issue of tariffs to China is developing completely opposite to our expectation that Apple, as an American icon, would receive preferential treatment as in the previous time,” he wrote Barton CrockettAnalyst of Rosenblatt Securities, in a note.
Absorb costs or more expensive tariffs
He iPhone 16Elaunched in February as a cheaper option to access the new suite of artificial intelligence Apple, has an initial price of $ 599. An increase in 43% I would take it to $ 856. Other Apple devices could also be significantly more expensive.
Apple did not immediately respond to a request for comments. Many customers buy their phones through two or three years financing plans With their mobile operators.
However, other analysts pointed out that iPhones sales have lost impulse in the main markets of the companysince Apple Intelligence, the new functions suite that helps summarize notifications, rewrite emails and access Chatgpt, has not generated enough enthusiasm among buyers.
Expert reviews have indicated that, although innovative, these characteristics They are not a convincing reason to justify the purchase of more recent models.
Demand in demand could Press Apple’s finances even moreespecially if the costs increase due to tariffs.
Angelo Zino, Variable Income Analyst in Cfra Researchsaid Apple will have difficulty transferring more than one 5% to 10% of the additional cost to consumers.
Source: Ambito
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