San Francisco – The iPhone has grown in the 21st century product – California creation and design and now in the global economy.
Apple makes most of its iPhones in China, but in recent years, Cupertino -based company products have made more than India, Vietnam and other countries. In total, the technology giant says that putting Airpods, iPads and Macbooks in the hands of consumers is based on more than 50 countries and regions.
Now, this global supply chain is under siege.
This week, President Trump said he would apply a 10% tariff for imports from all countries on Saturday. The management also added 34% in China, 46% in Vietnam and 26% in India.
“Apple has no place to hide,” said Eric Harwit, Professor of Asian Studies in Hawaii University in Manoa. “Where to make their technologies, they will suffer, they will see higher costs.”
Trump’s comprehensive tariffs shook both the investors and the global economy and the world’s most valuable technology companies in the world that offered the growth of the Silicon Valley. They also showed questions about whether these global enterprises will pass higher costs or cut their payrolls to consumers.
Apple was particularly difficult. The stock fell more than 9% on Thursday and fell by 7% on Friday and closed at $ 188.38.
Google parent company Alphabet, Meta, Chipmaker Nvidia and Amazon, including other technology titans, also saw a major decreases, and technology has caused the heavy Nasdaq composite to fall 5.8% on Friday-causing more than 20% of its record in the world.
Seçkin reflects concerns that tariffs may cause permanent damage among investors, which makes it difficult for the US technology industry to compete globally and to dominate the race to distribute artificial intelligence technology.
The tasks are expected to increase consumer electronics, including the iPhone, as the production of products becomes more expensive.
“Technology occupies daily life and these tariffs attacks on consumer electronics, Tek “They attack everything we buy and contain any foreign parts with global supply chains.”
Levis may cause consumers to pay $ 2,500 more for an iPhone, which costs roughly $ 1,000, depending on the model.
Apple did not answer the request for comments.
Meta, Amazon and Alphabet produce consumer vehicles, but earn billions of dollars a year from advertisements purchased by brands in other countries, Analysts say If these advertisers withdraw expenditures, they may fall.
Meta refused to comment, but the annual report states that tariffs or a trade dispute can lead to a decrease for Chinese -based advertising revenue. The company also expanded the production of mixed reality headphones. Vietnamese.
Telephones, headphones, smart speakers and other consumer electronics alphabet, the work that can harm the work and supply chain risks, said tariffs. He did not respond to the request for comments.
The White House said that he applied tariffs because he wanted to shift more manufacturing to America.
“It can threaten economic security by making US supply chains vulnerable against geopolitical deterioration and supply shocks,“ he said. executive order.
White House spokesman Kush Desai said, “This US’s first economic policies provided historical work, wages and investment growth in the first period, and everyone from Main Street to Wall Street will develop the economic future of our country again,” he said.
Taiwan Semiconductor Manufacturing Co. And Apple To build more production facilities in the United States.
The technology industry was preparing for more tariffs before what the President called the “Day of Liberation ..
Trump management brought tariffs to some automobile parts and imported aluminums and steels, which are the materials used by technology companies to create data centers that store and manage their computer hardware and equipment.
The management saved these materials from the latest tariffs with copper. Power electronics and AI systems are semiconductors in which the White House called “mutual tariffs ..
It is still unclear how technology companies will fully react to the costs of tariffs. Although Trump wants businesses to shift back to the United States, they can carry them to places with lower tariff rates. It would take years for businesses to build new factories.
It is also possible that these tariffs will not remain.
In the first period of Trump, Apple He received exemption from the tariffs applied to imports from China for some products, including smart watches. Trump’s second -time tariffs go beyond China to affect more countries.
Randall R. Kendrick Global Supply Chain Institute at Marshall, Marshall, Nick Vyas, said Trump management is not enough to shift production to businesses and production places outside China.
“‘Every dollar I open my market for you, I need to open the market for me [to] Equally, ” said Trump’s thought.
Some technology companies made efforts to bring back further production to the USA
These include Nvidia, one of the most valuable companies in the world, California -based chipset.
Apparently, although NVIDIA seems to be saved from the brunt of tariffs due to the exemption of semiconductors, some industrial observers may come more tariffs, he said.
Embers On Thursday, when he was asked whether the tariffs are outside the table for the receipts, “Cips start very soon”.
Nvidia General Manager Jensen Huang, a question with analysts last month -“We produce in many different places. We can change something,” he said. “Tariffs will have a small effect for us in the short term. Long -term, we will have production on land.”
In February, Apple said that the US will invest $ 500 billion in various efforts, including opening a production facility in Houston.
In his annual report, the company said that its production was “to a great extent, and that it was made by partners in China, India, Japan, South Korea, Taiwan and Vietnam.
It is not easy to change where iPhones and other apple products are made.
Harwit said China has engineers who can meet high quality features in Apple products, and the US said that there are not many engineers with the same skills.
“The level of production expertise, which Apple has developed for many years, makes Apple’s abandonment from China and makes it very difficult for the US to meet the needs of talented workers they really need in the United States,” he said.
Wedbush Securities General Manager Daniel Ives estimated that Apple’s supply chain will take only 10% from Asia to the United States and that the price tag of the iPhone would rise to $ 3,500.
“The chance to move the apple and general technology supply chain to the USA, a fantasy, fictional fairy tale, as long as you don’t like $ 3,500, $ 2,500 TV and $ 300 Airpod, IVs IVS said.
