San Francisco – IPhone is a product in the twenty -first century – in California in its establishment and design, and is now in the global economy.
Apple makes most of the iPhone devices in China, although the Cuperno -based company has made more products in India, Vietnam and other countries. In general, the technology giant says it depends on more than 50 countries and regions for AirPods, iPads and Macbooks in the hands of consumers.
Now, this is the global supply chain under the siege.
This week, President Trump said that he would impose the 10 % baseline on imports from all countries on Saturday. His administration also added a 34 % tariff to China, 46 % on Vietnam and 26 % in India.
“There is no place to hide,” said Eric Haarouit, a professor of Asian studies at the University of Hawaii at Manua. “Regardless of where they make their technology, they will suffer, they will see higher costs.”
Trump’s comprehensive tariff They have shook both investors and some of the world’s most valuable technology companies that fed the global economy and the growth of Silicon Valley. They also raised questions about whether these international companies will travel higher costs to consumers or reduce their salaries.
Apple was particularly difficult. Her shares fell by more than 9 % on Thursday and another 7 % fell on Friday to close at $ 188.38.
The stock prices of other technology fans, including the parent company of Google, Meta, Meta, Chipmaker Nvidia and Amazon witnessed a significant decrease, causing a 5.8 % NASDAQ of technology to decrease on Friday-more than 20 % of its record in December.
Analysts said that this emission reflects fears among investors that definitions may cause permanent damage, which may make it difficult for the American technology industry to compete worldwide and control the race to spread artificial intelligence technology.
Duties are also expected to increase the costs of consumer electronics, including iPhone, as products become more expensive to produce them.
“Technology is spreading daily life and these definitions are attacks on consumer electronics,” said Todd Obwell, Vice President of Technology Policy in the Progress Chamber, a commercial group. “They are attacks on everything we buy and include any foreign parts with global supply chains.”
The fees can pay consumers up to $ 2,500 for the iPhone, which costs about $ 1,000, depending on the form.
Apple did not respond to a request for comment.
Meta, Amazon and Alphabet also produce consumers to tools, but make billions of dollars annually of ads that were purchased by brands in other countries, some of which are some of them Analysts say It can also fall if these advertisers spend.
Meta refused to comment, but its annual report indicates the possibility that definitions or trade conflict will lead to a decrease in China’s advertising revenues. The company has also expanded the production of its mixed realistic headphones in Vietnam.
Alphabet – which makes phones, earphones, smart speakers and other consumer electronics – also cited a tariff between the risks of manufacturing and supply chain that may harm its work. He did not respond to a request for comment.
The White House said it imposes definitions because it wants to transfer more manufacturing functions to America.
“Dependence on foreign producers may threaten economic security by” making US supply chains vulnerable to geopolitical turmoil and providing shocks, “Trump said. Executive order.
“These first economic policies in America have presented the historical job, wages and investment in his first term, and every person from the main street to Wall Street will dazzle again with President Trump securing the future of our nation’s economic future,” said Kush Disai, White House spokesman Cush Disai.
He cited the recent obligations of billions of dollars made by companies such as the semiconductor manufacturer in Taiwan and apple To build more manufacturing factories in the United States.
The technology industry was preparing for more customs tariffs before the President’s “Tahrir’s Day” called.
The Trump administration has already imposed a customs tariff on some auto parts, aluminum and imported steel, and the materials used by technology companies to build data centers that store and manage computers and equipment.
Management did not save those materials, along with copper, from the latest definitions. The semiconductors that were excluded from the semiconductors that were excluded from the artificial intelligence systems were excluded from what the White House called “mutual tariffs”.
Exactly how technology companies will respond to the costs of definitions unclear. While Trump wants to convert manufacturing to the United States, they can also transfer production to lower tariff places. It will take years for companies to build new factories.
These definitions can also remain.
During Trump’s first period, apple She received exemptions from the definitions imposed on imports from China for some of its products, including its smart watch. In his second term, Trump introduced beyond China, affecting more countries.
Nick Vias, the founding director of the Randal Institute, said. Kindrik International Supply Series at Marshall Business College at South California University, the Trump administration indicates companies that simply turn production into places outside China.
“Every dollar I open for you, I need to open the market for me [to] He said, “The same degree,” describing Trump’s thinking.
Some technology companies have made efforts to return more manufacturing to the United States
Among them is NVIDIA, which is based in Santa Clara, one of the most valuable companies in the world.
Although NVIDIA seems to be transferred from the definitions due to the exemption of semiconductors, some industrial monitors said that more customs tariffs are still coming.
Trump Representatives told Thursday that “chips start very soon” when I was asked if the definitions of the chips were outside the table.
“We lead to the manufacture of many different places. We can change things.” “Definitions will have little effect for us in the short term.
Apple said in February it will invest $ 500 billion in the United States, which will go towards various efforts, including opening a Houston manufacturing facility.
The company said in its annual report that “everything” from its manufacture is implemented by the partners in the first place on the mainland of China, India, Japan, South Korea, Taiwan and Vietnam.
The shift to where other iPhone and other Apple products are not easy.
Haarouit said China has engineers who can meet high -quality specifications on Apple products and the United States does not have a large number of engineers who have the same skills.
He added: “It is really this level of manufacturing experience developed by Apple over many years that make it very difficult for Apple to abandon China and the United States to find skilled workers who really need it in the United States to meet their needs.”
Daniel Evz, the manager of Wedbush Securities, said that it will take Apple three years and $ 30 billion to transfer only 10 % of their supply chain from Asia to the United States in addition to the price of the iPhone will rise to $ 3500.
Evis said: “The chances of Apple and the total supply chain of technology to the United States are a fictional and fictional story, unless you love $ 3500, IPHONE, $ 2,500 TV and $ 300 is AirPods,” Evis said.
