Apple IPLE IPLE stocks can disrupt the supply chain amid a looming chip tariff, and the higher analysts warn – set the best Cuperno option behind the White House conversations – Apple (NASDAQ: AAPL)

Apple Inc. Aapl Maybe avoid worst Donald Trump New mutual definitions – now – but senior analysts Ming Che Ko It warns that the company’s supply chain still faces major disturbances in the coming months.

What happened: Apple avoids a temporary tariff on Chinese electronics, including iphoneand IPAD devicesand Macand Apple watchesAnd Air strikesAfter being exempted from Trump late on Friday.

but, TF International Securities Analyst Ko says this relief may be short -term, and Apple’s response may create new challenges.

In a publication xKuo noticed that Apple started storing iPhone devices to the United States after the new lunar year, which decreased in late January, when he built more than two months of stock in anticipation of trade fluctuations.

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Although this step helps protect sales in the second quarter, it has warned that it may lead to “a more clear disruption of the supply chain during the transmission of the model compared to previous years.”

He added that the production lines in China, which brings together the iPhone for the US market, remains dormant, which enhances the Apple plan to transfer more manufacturing to India. However, he warned that the plan “is subject to change and should be closely monitored.”

Kuo has also informed many of the risk of trade that is still on the table, including a 20 % semiconductor tariff and the executive orders associated with mutual definitions.

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Trade Secretary Howard Lootnick It was confirmed during the weekend that the current identification exemptions for electronics are only temporary and that additional fees can be provided – which affects iPhone devices – within months.

“Amid the unpredictable tariff policies in the Trump administration, the best option for Apple – the ongoing conversations with the White House of exemptions – is to create enough production lines in India to meet the American demand in the market,” Ko said.

Why do it matter: Despite the Apple efforts to diversify its supply chain away from China, nearly 80 % of 77 million iPhone devices that were shipped to the United States last year are still manufactured there.

Earlier this month, before the new Trump tariff entered, Apple was said to have exported 600 tons of iPhone – about 1.5 million units – from India to the United States

Amit DarianianiAnalyst Evercore IsiShe expressed relief from Apple in the Saturday note, saying: “The definitions would have been inflated the cost of materials.”

previously, Bank of America analyst And Miss Mohan I warned that Apple can see the costs of iPhone production increase by more than 90 % if American assembly requirements and tariffs are implemented.

Price work: A year to date, Apple shares have decreased by 18.74 %, although they gained 14.74 % over the past 12 months, according to Benzinga Pro Data.

Benzinga Edge shares give Apple a growth degree of 45.05 %. How do you accumulate against other stocks? Click here to get a full collapse.

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Disintegration: This content was partially produced with the help of artificial intelligence tools and was reviewed and published by Beenzinga editors.