“Do not guarantee that Apple prefers to accommodate the IPHONE tariff by 25 % of the transfer of production to the United States,” the analyst says.
Friday, President Donald Trump He asked for that Apple Inc. Aapl manufacturing iphone It is sold in the United States locally, or a 25 % tariff. Now, the best Apple analyst Ming Che Ko He said that the company is unlikely to transfer the assembly lines to the United States, even under political pressure.
What happened: “With regard to profitability, it is better for Apple to get a 25 % tariff on iPhone devices sold in the US market instead of transferring iPhone assembly lines to the United States,” Ko wrote.
Trump’s comments came in response to the growing Apple investment in India, where the main resource FoxconnOfficially known as the name Hon Hai Precision Industry Ltd hnhafHe builds a $ 1.5 billion width unit factory near Chennai.
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Trump criticized Apple to move production to India and warned the CEO Tim Cook The iPhone sold in the United States must be “manufactured and designed” locally.
Ko described the political threat more than the economist. “Trump’s specific tariff on iPhone is not the main concern,” he said. “The biggest issue is that this is the second pointed comment on Trump targeting Apple – a warning sign that Apple cannot ignore.”
He added that even if Apple negotiated a temporary postponement, the risks will not disappear.
“The transfer of all iPhone associations to the United States models again to the United States before the end of Trump is unrealistic, and Trump also opposes the iPhone Apple models in India,” Ko has stated, “even if Apple has obtained a temporary deal with Trump to avoid the iPhone tariff this time, there is no guarantee that it will not face frequent threats through His mandate. “
Why is this important: Earlier this month, Trump said: “I faced a small problem with Tim Cook yesterday,” adding: “I told him,” My friend, I dealt with you well. You are coming here for $ 500 billion, but now I hear that you are building all over India. ”I don’t want you to build in India.”
“I said, Tim, look, we have dealt with you well, we have dealt with all the plants that I built in China for years, and now you have to build us. We are not interested in building you in India, India can take care of themselves … we want you to build here.”
After that, Indian sources stated that Apple has repeated its commitment to India as a major industrial center, highlighting that there was no “change” in the company’s investment strategy.
A report on CounterPoint Research indicated that India represents 18 % of the global iPhone production in 2024, with expectations indicating that this may rise to 32 % in 2025.
Price work: Apple shares decreased by 3.02 % during the regular trading session on Friday, but they flourished slightly with an increase of 0.30 % in post -working hours trading, according to what she said. Benzinga Pro.
Benzinga Edge shares Apple gave a growth degree of 33.12 %. Click here to compare it with the other main players.
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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.
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