Unless you live on Mars, you probably noticed yesterday's CLA announcement that Donald Trump imposed on practically all countries in the world. Given that the new CLO is in many cases added to the CLEM that already applies to the given countries, the CLO for goods imported from China to the USA is, for example, up to 34% (when added to the previous tariff, up to 54%). China is the country in which Apple produces the vast majority of the world's iPhones. So what does this mean for the price iPhone in Europe and the world?
Fortunately, it's not as hot as it might seem at first glance. iPhones destined for the European market don't travel through the US, but go directly from China (or India/Vietnam) to a European warehouse. Apple, mostly conducted under Apple Ireland (Apple Distribution International). Apple therefore, it will not pay customs duties in the US unless the device physically enters the US. Therefore, it has no increased costs compared to the current situation in terms of customs duties.
Apple has a long-term tax-optimized structure. iPhones destined for the EU are invoiced and distributed through Apple in Ireland. Apple Ireland is responsible for importing, storing and selling within the EU. This means that goods, for example, go from Foxconn (China) by ship or air to the Netherlands or Ireland and are then distributed further across Europe.
However, what is really at risk is that Trump's tariffs will significantly increase costs. Appin the US. Phones and all other products sold in the US will be more expensive because of the tariffs. To Apple maintained margins, will have to increase price iPhone and other products in the USA, which will lead to the fact that, as it should Apple as usual, will increase prices worldwide. Even if we do not pay for the higher tariff directly, we will pay for it indirectly precisely because Apple will increase the price iPhone in the USA and then reflects this in the price iPhone in Europe and other markets. Apple may also want to move production from China to countries targeted by Trump's adminilosses have imposed lower tariffs. This may result in increased costs, which may be reflected in prices.
I believe this is still just Trump's political game to have a strong negotiating position for international trade and...onecz will be shocked by those tariffs. He also wants to pressure the FED to lower interest rates so he can refinance more cheaplyancdebt. But if he insisted on tariffs and really forced Europe and China to respond with counterattacks (reciprocal taxation of US companies), he would damage the US economy more than the profit from cheaper refining would be.ancnational debt. Moreover, when Scott Bessent was asked about these tariffs in an interview, he didn't really know how it was supposed to work, which also confirms to me that it's just Trump's bluff. Well, we'll see.
Let's buy the last available iDevice and then only after the new president takes office
It won't be that simple. Because the authors LSA I live on Mars... Green... You reap what you sow. 😀
They forgot to work with hostages… What does that mean? To Apple could spread the word Applol, they will use a blanket tax on everyone, including Europeans, so that they have the same prices in the US as we do and the tax wouldn't be so overwhelming for the US...
Or there may be a reduction in prices for Europe, the Chinese production will have to be reported somewhere...