It was the good news of last week. After the earthquake caused by its modification of customs duties in the United States, the North American president gave a respite to Apple and others. Smartphones, computers and other connected objectshad the right to a "stay".
But the White House tenant returned to this decision in the weekend. He recalled that this exception was only "temporary" and that "final" customs duties would arrive in "a month or two". In the words of the secretary of trade Howard Lutnick, interviewed by the ABC News channel, he assured that the world of new technologies would have the right to "special" pricing without giving more details.
A final solution for Apple?
On the Cupertino side, we follow the situation with, of course, a lot of interest. It is the economic model of the first company in the world which is thus questioned. If the customs tariffs between China and the United States remain as they are,Apple should then turn to India and Vietnam.
For several months, it has been producing thousands of devices in these countries for several months. They are not currently in the viewfinder of Donald Trump and his teams. It is nevertheless difficult to imagine Apple to move all its production in these countries. The supply chain is not ready to produce such a quantity of devices.
Apple will not escape it
The firm must face the facts, it will not pass through the meshes of the net. Faced with an adversary as unpredictable as Donald Trump, it is very difficult to get ahead. If Apple can anticipate several scenarios, such as the arrival of customs duties in China, nothing assures it that moving its production to India or Vietnam is a long -term solution.
Donald Trump's philosophy is as follows: bringing production to national territory, although it costs. He seems ready to dolose billions of dollarsto the flagships of America to achieve its ends.
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