Apple faces potential tariffs on its devices imported to the US, particularly from China, India, and Vietnam, where its products are primarily manufactured. President Trump has implemented a 90-day pause on global tariffs, currently set at 10% but potentially rising to 145% for Chinese imports. The negotiations for deals with over 90 countries have dwindled to around 15. Apple is significantly impacted as one-third of its iPhones come from India, subject to a 26% tariff, while other products from Vietnam may incur a 46% tariff. Production relocation to the US remains costly due to complex supply chains.
Apple may face tariffs on its device imports to the US, as Donald Trump has shifted to negotiating with each country and company during a 90-day pause.
The company would be significantly impacted by tariffs on imports from China, India, and Vietnam, where most iPhones, iPads, and other accessories are manufactured.
Historically, the US President has shown that his tariff decisions are rarely definitive, creating ongoing uncertainty for Cupertino.
Trump has implemented a 90-day pause on the global tariffs, currently at 145% for products imported from China, which will remain at 10% until a deal is reached. However, the fluid nature of the President’s decisions leaves the situation unclear.
According to Trump administration officials, more than 90 countries were initially working to negotiate a deal with the US, but that number dropped to 15 shortly thereafter. The President stated:
In the end, I think what’s going to happen is, we’re going to have great deals, and by the way, if we don’t have a deal with a company or a country, we’re going to set the tariff
Apple is among the companies most impacted by the “Liberation Day” tariffs, with all its devices assembled abroad. Approximately one-third of iPhones are shipped from India, which faces a 26% “discounted” tariff, while Vietnam, where iPads and AirPods are primarily produced, would incur a 46% tariff.
The iPhones rely on chips from Taiwan, displays from South Korea, and camera components from Japan – even a complete shift of production to the US would still be financially burdensome for Cupertino.
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