Apple has left without a flood of life in the trade war in China Trump: Analysts

Although US President Donald Trump, which lasted 90 days, stopped many of his “mutual tariffs”, some companies and investors gave investor comfort, the largest company in America, appleIt was not very lucky.

The Kubino -based technology giant depends on the supply chains in China, which has not continued to intensify, with the rate of cumulative tariffs of the United States on Chinese goods It now stands by 145 %.

Thus, although the American trade situation seems more promising to the world, experts say the US and China negotiations remain the main variable of Apple.

“Apple can restore many years through this customs tariff,” Dan Evs, head of international technology research, added, adding that the company “has turned its boat in the ocean without the circumambulations of life.”

The smart phone maker is working to diversify its supply chain from China for years, but among the 77 million iPhone devices shipped to the United States last year, about 80 % of China came, according to OMDIA data.

The technology -focused research company estimates that in the current definitions, Apple can have to increase their prices on phones sold to the United States from China by about 85 % in order to maintain its margins.

“When the original Chinese tariff reached 54 %, this type of effect was dangerous, but it could be controlled … but it will not be the financial logical of Apple’s financial raising price based on the current tariffs,” said Le Shwan Show, OMDIA Research Director.

Apple is said to charge 600 tons of iPhone devices, or up to 1.5 million units, from India to the United States before Trump’s new definitions enter, according to Reuters and Times of India newspaper.

Apple and two of its iPhone producers did not respond to the investigation of CNBC.

Shuel said that while this news is not certain, the storage was the best option for the company to quickly alleviate the effects of customs tariffs and buy themselves for some time.

However, it is not clear the time when these stocks can continue, especially since consumers increase iPhone purchases in anticipation of high prices.

According to OMdia, the Apple Medium -term strategy was to reduce exposure to geopolitical and definition -related risks, and it appears to be focused on increasing iPhone production and exports from India.

The temporary stop of Trump’s customs tariffs on India will lead to a 10 % foundation – at least at the present time – which gives it more convenient entry to the United States

However, the accumulation of iPhone in India was practical for years. Indian iPhone manufacturers only started producing PRO Pro and Pro Max iPhone from Apple For the first time last year.

According to Chief, adequate production in India may take to meet demand for at least two or two years and is not without the risk of tariffs.

This is something The company received To some extent – during the first Trump administration, with some analysts believe this could happen again this time.

“I still see some potential relief that can come in the form of Apple concessions based on its US commitment of $ 500 billion,” said Daniel Newman, CEO of the Photorum Group. “This has not been discussed much – but I am optimistic that companies that are committed to American expansion may see a form of relief with the progress of negotiations.”

Apple said in February it will invest 500 billion dollars in the United StatesCreate 20,000 jobs.

However, Trump was clearly believed that Apple could make iPhone devices in the United States – although analysts had doubts about the plan. Avebush IVES analyst expects that It will cost iPhone $ 3500 If it is produced in the United States instead of $ 1,000.

At the same time, other analysts say that even the commercial deal or the exemption of customs tariffs may not be sufficient to avoid Apple negative commercial effects.

“Let’s assume that there are at least some melting of melting, either in moderation from the mutual tariff targeting China or in a special exemption for Apple,” said Craig Movit, co -founder and senior analysts in the stock publisher Movitanathson.

“This still does not solve the problem. Even the primary tariff by 10 % is a tremendous challenge to Apple.”