The commercial dispute between United States and China It has had a direct impact on the prices of the most popular devices worldwide, such as telephones, laptops, and smart watches. With the increase in tariffs imposed by President Donald Trump, Apple has had to make drastic decisions to protect their profit margins.
Although Trump applied a 145% tariff to imported products from China, temporarily excluding electronics, uncertainty about the future of prices remains a key issue. If the costs derived from these tariffs move to consumerS, it is likely that iPhone prices in the US to experience increases of up to hundreds of dollars. This increase could extend globally, not only affecting US consumers, but also those of other regions.
Given the possibility that tariffs increase even more, Apple has decided to move a significant part of its production outside of China. The company’s CEO, Tim Cook, announced that, for the quarter that ends in June, most of the iPhones sold in the US will come from India. In addition, Vietnam will be the new country of origin for almost all Apple line products, such as iPads, Macbooks and Airpods.
This change is not only due to tariffs, but also to Apple’s intention to diversify their supply chains, reducing its dependence on China. However, transferring production to India and Vietnam is not an immediate process and will require significant capital investments.
The possible relocation of factories in countries such as India could result in an increase in the price of devices. In the US, for example, it is estimated that the iPhone 16 Pro Max could rise from US $ 1,199 to more than US $ 1,999 if the tariffs move to the final consumer. This measure could even generate the need for longer telephone contracts, up to 5 years, as a way of financing price increase.
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