philintlse
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How and where Trump's new tariffs affect Apple
Just to correct an error : Apple's #2 market has always been Europe by far (almost double than China) and still is (earnings Q1 2025) : https://www.apple.com/newsroom/pdfs/fy2025-q1/FY25_Q1_Consolidated_Financial_Statements.pdfcharlesn said:
You raise a good point that has not been fully appreciated yet. Focus so far has been on how the tariffs will impact Apple's #1 market, the USA. But Apple's #2 market is China, where it will likely face economic retaliation of some kind by the Chinese government (despite a lot of Apple production being still based in China) in addition to what I'm sure will be anti-American sentiment on the part of Chinese consumers. Trump has quickly transformed the USA into a global supervillain (mirroring himself in that regard), and I'm both expecting and understanding of what will likely be a tsunami of anti-American sentiment everywhere. We are the bad guys now.nubus said:it will be less socially acceptable in China to buy U.S. products.
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How and where Trump's new tariffs affect Apple
Not quite. Because iPhones are made and imported from China, the raised EU tariffs (only on US products & services) wouldn't apply on them -> iPhone prices would just increase for US consumers.qwerty52 said:Not to mention the lower sales in Europe if EU decides to raise retaliation import tariffs on USA firms . It means 20% higher prices for all Apple products. So the consumers in Europe then may decide to buy Galaxy phones, because the prices of them will be 20% lower than an iPhone
You now see that the EU market (the biggest in the world) will be even more important to Apple than ever before
