Apple transports costly devices to the US by air to avoid duties as long as possible. Meanwhile, yesterday president Donald Trump He raised their height. for China up to 125%.
According to the study Nikkei, Apple ordered urgent air transport of its most costly equipment (over USD 3000) to the United States before the entry into force of the fresh duties announced by Donald Trump. The tariffs scope up to 104% and concern imports from China.
To avoid costs, Apple – like Dell, Microsoft and Lenovo – accelerated transportation before April 9, resulting in massive logistical burden and component shortages. All customs clearances had to be completed before midnight on April 8 U.S. time.
Apple has been diversifying production for years – more iPhones are emerging in India, where duties are 26%. The company plans to produce around 25 million iPhones there in 2025, which can satisfy half of American demand.
The fresh duties negatively affected Apple shares – their value dropped by 23% during the week. Although Tim Cook had previously won work exemptions, this time the company combines ad hoc logistics activities with a long-term policy strategy.
Despite a 90-day tariff break for most countries, China has been excluded from it. president Donald Trump announced an immediate increase in duties from 104% to 125% for Chinese products – which straight hits Apple.
For comparison: iPhone production cost 16 Pro 256 GB is about $580. After adding 125% of the duty, the import price rises to about 1305 USD – even before the margin is included. This means a possible retail price increase of up to 300 USD.
This does not necessarily gotta affect Poland straight at once. However, I presume that the position of the end of this year may be different if Donald Trump's current way of conducting politics and chaos stay unchanged.
Apple may effort to reduce the effects of this decision by expanding production in India and Vietnam, but China remains the main link in the supply chain.
Products specified as AirPods and Apple Watch are produced in Vietnam, so their prices stay unchangeable for the time being.
Anyway, this year will be the year of Apple hardware exchange for many people, which already shows comments online and queues in front of stores in the US.
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