Apple again at the center of political conflict. Donald Trump criticized the company that has transferred iPhone production to India, threatening to offer a 25 % fee if devices do not start working in the United States.
Despite threats, Apple is not able to respond quickly. Made in the US will require billions of investments and the price of an iPhone can increase to 3000 dollars 3500.
Why is it so difficult
Apple has produced its devices in China for many years. There, the company has built a perfect supply chain. General Director Tim Cook started building this system back in the 90s. To repeat it in the United States, you need to regenerate factories, hire thousands of people and solve a lot of logistics issues. In addition, there is no fact that there are quite qualified experts in the US – Cook himself often says that there are fewer engineers in the United States in China.
The negative consequences of moving
Experts believe that if Trump's mission is still introduced, the iPhone collected in China will increase about $ 300. But if Apple produces iPhones in the United States, the price will increase 2-3 times. And this can reduce the company's main sales of the company, giving it 201 billion dollars for last year.
Apple tried to solve the situation by promising to invest $ 500 billion and created 20,000 jobs in the United States until 2028. But this is not related to the iPhone. We are talking about the server for artificial intelligence, not smartphones.
The company is crushed from all sides
Tim Cook is now a difficult period. He simultaneously encountered pressure from Trump, ship in the United States, exclusive anti -exclusive surveys in Europe and competition in the field of artificial intelligence. At the same time, Apple is still one of the most profitable companies in the world, although it has reduced 25% of shares compared to the final peak.
One of the most interesting calls for Apple is the development of artificial intelligence. Former iPhone designer Johni Ive, along with Openai, is developing a new device without a screen, possibly a replacement for a smartphone in the future. If the project shot, this may shake the dominance of the iPhone.
Apple savings service
One of the main advantages of Apple is not only the sales of devices, but also income from registration and service. This direction has brought the company $ 96 billion each year and has not been tariffed. However, new court decisions can reduce income from the App Store.
Apple officially did not react to Trump's threats. But analysts believe that Cook will seek a compromise, perhaps promising to create more chips or components in the United States. Trump herself suggested this.
Meanwhile, Apple continues to keep the price, as he can, and postpone major changes. And in the fall, as expected, a new iPhone will be launched – most likely, the price increases. And here is the main question: How many consumers are willing to pay for the brand?
Meanwhile, in the context of worsening the trade relations between the United States and China, Apple has announced the large -scale restructuring of the production chain. CEO of Tim Cook Company said that most of the iPhone provided in the United States will be produced in India. If the current tax rate does not change, the tasks will increase Apple's cost to $ 900 million in the second quarter of 2025.