Everyone knew that the arrival of Donald Trump would shake the industrial world and economic. In the past, Donald Trump said that Tim Cook was a man of respect, but it is understood that this was not enough to re -evaluate the actions of the president, and now Apple had various results for it.

Former President Donald Trump’s new tariff policy Created an earthquake in the technology industryAnd Apple was one of the most beaten whites. With the application of generalized tariffs to all countries of the world, the Cupertino company faces a complex scenario that threatens to have both cost structure and pockets of consumers.

Apple has already been exposed to new tariff policies

Since February 2025, analysts such as Bank of America have warned the potential effect of tariffs. According to your estimates, Apple may have to increase the price of iPhones up to 10% This reduces the effect of new taxes.

Although the company does not officially approve price adjustments, Everything indicates that absorbing this cost level without moving it to the consumer will be unsustainable in the long run.. Anyway, a company gets rid of income and will be cut with taxes.

Historically, Apple maintained relatively stable prices in the USAIn addition to the efficiency in the supply chains, thanks to the strategic purchases of components such as drama and nand.

However, the present panorama is very different and The rates given can force Apple to recalculate global price policies.

During Trump’s first task, Apple has managed to negotiate a temporary exemption. In this new scenario, he did not obtain any tax reduction and is obliged to pay tariffs about everything that is important for the United States.

In many cases, This includes even components produced in different countries And some kind of double taxation was collected in third parties.

The day when Donald Trump welcomed his attacks, Apple’s shares fell 10%

Countries most affected by Apple’s supply chain

Apple depends on a global production networkAnd new rates affected their main partners equally:

• China: 90% of Iphone assembly and 80% of Apple’s total production capacity, including iPad. New import tariff from China is 34%.
• India: It was also affected by an increasing participation in iPhone production (between 10%to 15%) and 26%tax.
• Vietnam: Bring 90% of Apple Watch and 20% of iPads. Now faces a 46%tariff.
• Taiwan: Most Apple processors produce through TSMC. Taiwan products now have a 32%tariff.
• Thailand and Malaysia: Lock countries in the production of Mac are subject to 36% and 25% tariffs, respectively.

Equal Chips produced in Arizona may be subject to additional costsBecause most of the materials required for their production are reached with tariffs.

Moreover, Some countries put taxes directly on importsLike Mexico or Canada, therefore, there may be certain increases.

You may also be interested in reading: Donald Trump does not want Apple to continue its diversity and inclusion policy

Results for Apple in the short, medium and long term

Tariff coup It comes at a time when Apple faces difficulties with diversification. Supply chain, pressure to maintain its leadership in global technological competition and innovation.

These new taxes do not only affect production costsAt the same time price strategy, profit margins and competitive positioning.

In the long run, Apple is expected to accelerate its efforts to transfer more production to countries like India And expand their talents in the United States. In fact, Donald Trump said he wanted to transfer a lot of production to the domestic market.

However, this requires time and strong investments. Meanwhile, It can be the consumer who pays the highest bill.

After the announcement, Apple’s shares dropped by 9.5% in extended operationsThe worst collapse since September 2020, when the launch of the iPhone 12 is delayed. The comparison fell 4%, Tesla 4%, and Amazon, meta and alphabet suffered losses between 2.5%and 5%. Therefore, the results were more than global.

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