Apple is sounding the alarm. In an official document published after its quarterly results, the apple brand sets the record straight: trade tensions between the United States and China could well end up impacting its customers. And not just a little.
Customs tariffs that weigh heavily on Apple
Even today, a large portion of Apple products are manufactured in China. As a result, the company is on the front line when it comes to potential customs tariffs imposed by the two powers. Apple explains that these taxes could disrupt its entire production chain. And if this is confirmed, it will have no choice but to pass these increases on... to the final price of its products.
In concrete terms, Apple is discussing several scenarios. If tensions worsen, it could have to change suppliers, review its logistics, or even eliminate certain products or services in certain geographic areas. And yes, that also includes third-party applications. But above all, the brand is clearly talking about a possible price increase. A decision that will depend mainly on the duration and scope of the trade conflict.
A situation that is already worrying the markets
Since the publication of this information, Apple's stock has lost more than 6%. A drop that clearly demonstrates investors' concerns. What's troubling? The lack of visibility. For now, Apple hasn't specified how it plans to adapt in the long term. This silence fuels doubts.
And that's not all. Apple also points out that a tense economic climate can have a direct effect on purchasing habits. In short: if the situation worsens, consumers could spend less. Fewer purchases, less confidence... and therefore fewer sales. A vicious circle that even the most powerful brands can't ignore.
In short, the manufacturer is slowly preparing its customers for a less comfortable reality. In a world where geopolitics directly impacts tech products, the brand could well revise its prices upwards. And for consumers, this could mean more expensive iPhones... and choices to make.
Source: Apple
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