After US President Trump announced the “equal tariff” plan, Apple's stock price experienced a sharp drop for two consecutive trading days. According to a Bloomberg report, 90% of Apple's phones are currently assembled in China, which means that Apple will have to face a difficult choice: whether to absorb the tariff costs on its own or pass them on to consumers. According to estimates by investment bank Morgan Stanley, the imposition of tariffs on China will increase Apple's annual costs by about 8.5 billion US dollars. Reuters quoted analysts as saying that if Apple passes on all tariff costs to consumers, the retail price of the iPhone 16 Pro Max in the US will rise from the current 1,599 US dollars to 2,300 US dollars.

Zhitongcaijing · 04/06/2025 02:09
After US President Trump announced the “equal tariff” plan, Apple's stock price experienced a sharp drop for two consecutive trading days. According to a Bloomberg report, 90% of Apple's phones are currently assembled in China, which means that Apple will have to face a difficult choice: whether to absorb the tariff costs on its own or pass them on to consumers. According to estimates by investment bank Morgan Stanley, the imposition of tariffs on China will increase Apple's annual costs by about 8.5 billion US dollars. Reuters quoted analysts as saying that if Apple passes on all tariff costs to consumers, the retail price of the iPhone 16 Pro Max in the US will rise from the current 1,599 US dollars to 2,300 US dollars.