So far, the impact of Donald Trump’s trade war with China is often not only on the market. The worst has not yet come to consumers, according to PEGATRON, a Taiwanese company that plays a major role in the Apple supply chain and other electronics companies such as Dell. CEO of the company, Talk to ReutersAnd he warned that Trump, for example, is out of work, adding another 25 % to the approach of revenge on the customs tariff that is likely to lead to a decrease with the orientation towards the summer.
“Within two months, it may resemble the shelves in the United States … those in the countries in the third world, where people visit stores and markets only to find empty shelves, all because everyone is waiting and seeing” Reuters said.
It is clear that the 145 % high tariff that the United States has in China plays a major role in the potential deficiency of devices – a very large tax for companies to probably pay and transfer to consumers. But the biggest issue may be the uncertainty about what the Trump administration will do exactly after that, making it difficult for any planning company for more than a few months. “We will not immediately set our long -term plans for just two or three months of customs tariff changes. Manufacturing rules require long -term planning.” He said.
You can see this play clearly with Apple. When Trump announced for the first time a “mutual” tariff earlier this month, which initially included a 34 % tax on imports from China, Apple began to scramble to move the current supply chain to manufacture and manufacture it in a way that reduces pain. Company Move $ 2 billion from iPhone From India to the United States before hitting the definitions, then the complex process began to a large extent Change manufacturing from China (While Trump rotated the tariffs along the way to a 145 % cartoon tax) to India, where the definitions are 10 %. Even India can see An additional 26 % was added by July If a deal is not hit.
About two weeks after the trade war, Trump announced his management He was Exams such as smartphones and computers From the current customs tariff system, which provided criticism of companies such as Apple and its suppliers … for exactly one day, before Trump’s Minister of Commerce Howard Lootnick is only temporary and The new definitions of the sector will enter in a month or two. What will this tariff be? Will you really achieve this? And if so, how much time will remain? Nobody knows. You just have to guess.
It is clear that this is not exactly how these companies with huge international supply chains love. Therefore, they will wait and see before adhering to any major shift. This means The show is likely to deviate Meanwhile. So if you stop the Apple store in June, do not be surprised if the display models are the only iPhone devices in the building.
https://gizmodo.com/app/uploads/2024/03/ac7cfd0a81178a3fcc18371e05e707e9.jpg
Source link