Apple could face a 25% tariff If the president Donald Trump He fulfills his threat of imposing rates on the company for not manufacturing its devices in the United States. The president demands that Apple Transfer all of its production to the US territory and stop assembling its products, such as the iPhone and the MacBookin China.
This possible tariff imposition could cause a rise in Apple products prices in the US market, proportional to the tariff, or even higher if the impact is transferred globally. According to Bloomberg Line, the economic blow is due to the production and assembly model that Apple Keep in Chinawhich makes it vulnerable to these changes.
Trump communicated this intention in his official account of Social truthwhere he expressed his expectation that all products sold in USA are manufactured within the country. He added that, if that requirement was not met, Apple You must pay “high tariff rates”, a warning that, he said, has already communicated to Tim cookexecutive director of the company.
Donal Trump declared: “I have long informed Tim cook of Apple that I hope the iPhones that are sold in USA They are manufactured and assembled in that country, not in India or anywhere else. If not, Apple You must pay a tariff of at least 25% to the US. Thank you for your attention! “
Technology experts cited by Bloomberg Line They point out that moving the production of Apple to USA would imply a significant investment and economic lossesespecially after efforts to diversify its manufacturing from China Towards India.
For its part, Infobae warns that moving the assembly of the iPhone To American territory could raise the price of the device up to US $ 3,500 (Q26,807), due to the higher cost of labor and infrastructure.
Dan IVES, analyst Wedbush Securitieshe declared to Fox Business that establishing a new supply chain and assembly within the United States could take Apple between five and ten years.
Currently, the iPhone 16 Pro and the 16 Pro Max are sold between US $ 1,000 and US $ 1,200 In that country. A production change would imply adjusting these rising prices to compensate for labor and operational costs in US territory.
What some international analysts describe as a “tariff war” reflects Trump’s effort to promote national reindustrialization. According to Bloomberg Line, for Apple this new tariff could represent a payment of US $ 900 million in the next quarter, considering that 50% of its products allocated to the US market is manufactured in China. It was expected that, in autumn, that proportion would rise to 66%, including production in India.
Although Apple announced an investment of US $ 500,000 million in the US economy over the next four years – in areas such as silicon engineering, artificial intelligence and automatic learning – Trump insists that all production should be done within the country, highlights Infobae.
A study by the Massachusetts Institute (MIT), cited by CNBCit emphasizes that Apple depends on more than 200 suppliers globally, whose supplies are assembled in Asia, particularly in factories such as Foxconn and Peterron. Moving the entire operation to the United States could represent an increase of 30% to 40% in the final price of the iPhone. The current system allows the company to keep low prices in its main market.
Bloomberg data emphasizes that other technological companies could also be affected by these tariffs. Dell, for example, maintains 25% of its supply chain in China; Tesla, 10%; Intel, 9.26%; and General Motors (GM), 5.56%.