Apple: an increase in delayed, but inevitable prices

A few days ago, Donald Trump signed a decree in order to apply newcustoms duties on products imported into the United States. Those coming from the EU will now be taxed up to 20 %, 34 % for China, 46 % for Vietnam, 36 % for Thailand or 26 % for India. A dramatic situation for many companies around the world, including Apple.Will the American company quickly increase its pricesTo limit the impact of these new customs duties on its profits?

Apple would try to delay the increase in the price of its products in the United States

In his latest newsletter for Bloomberg, Mark Gurman explains how Apple could react to new customs duties on products imported into the United States.Massively relocate its Asian production in the United Statesis obviously not a solution envisaged by the American company.

It would take years in Apple and the raw materials necessary for the manufacture of its products should always be imported. At first, the Cupertino firm would rather opt fora decrease in its average margin on its products, which is around 45 % today. Thus, it would not have to increase the price of its short -term products.

In addition, the apple brand could put pressure on its partners and component suppliers so that they lower their prices, as indicated by analyst Ming-Chi Kuo in a long post evokingThe impact of customs duties on Apple. These different strategies would allow the firm to delay the increase in the price of its products sold in the United States,But it seems inevitable.

Products currently sold on the American market should not be affected. On the other hand, the new devices such as the iPhone 17 and the 2025 iPads expected in the second half of the yearwill probably not escape it.Will American consumers be able to afford these products knowing that goods such as fruits, vegetables or rice will also be more expensive? Difficult to say. Remember thatApple's action dropped by 7.5 %At the time of signing the decree by Donald Trump, while the dollar continues to collapse against the euro.