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Apple CEO Tim Cook (R) shakes his hand with US President Donald Trump during an event at the White House Octal on August 6, 2025 in Washington, Columbia District.
Win McNamee | Gets the image
When Tim Cook gave President Donald Trump Gold and Golden Black Board last month, Apple CEO was welcomed on Wall Street for working in the iPhone relationship with a white house.
Cook, Wall -Strit said the commentatorslargely moved by threatening tariffs on Apple’s business, offering Trump’s additional $ 100 billion investmentThe victory of the president may consider the American production. But despite the 24th Trophy Cook, which handed Trump, the valid costs for these tariffs may finally appear for Apple customers at the end of this month.
“Thank you all, and thank you to President Trump for putting American innovations and American jobs in front and in the center,” Cook said at an event that has brought a total Apple spending up to $ 600 billion over the next five years. At this event, Trump said Apple would be released from the upcoming fares on chips that could double their price.
But when Apple is preparing to announce new iPhones on Tuesday, some analysts predict the company to raise prices on its devices even after Cook has done to avoid the worst tariffs.
“A lot of chatter: Will the iPhone grow in value?” The countempite research director Jeff Fieldhak said.
Although smartphones have not yet observed a significant price increase, Other consumer products They see the increase in prices caused by tariffs, including clothing, shoes and coffee. And tariffs got into some electronics, in particular video games – Sony, Microsoft and Nintendo, there are raised Console Prices this year in the USA
Some Wall -Rate analysts expect to follow Apple. Jeffries analyst Edison was baked into rising prices for $ 50 in its iPhone 17 average price forecasts in the note in July. He has an Apple stock rating.
Goldman Sachs Analysts note that the price increase can increase the average Apple device sales price over time, and a mixture of the company’s phones is out to more expensive prices.
Analysts expect Apple to release four new iPhone models this month, which will probably be named “iPhone 17”. Last year, Apple released four iPhone 16 models: Basic iPhone 16 for $ 829, iPhone 16 Plus $ 899, iPhone 16 Pro $ 999, and iPhone 16 Pro Max for $ 1199.
This year, many supply chain observers expect Apple to replace the Plus model, which is lagging behind, with a new, slim device that sells additional cameras and features for a thinner, lighter body.
“The subtle, easier form factor can arouse some interest in demand,” Goldman analysts wrote, but compromises such as battery life can compliance with Apple’s entry-level models.
Analysts have said they expect Slim Device to cost about $ 899, it looks like how much the iPhone 16 Plus costs, but they did not rule out the price. It would still be cut Samsung’s Thin Galaxy Edge, which debuted earlier this year at $ 1099.
Apple did not respond to a comment request.
Edge Samsung Galaxy S25 at the exhibition during a briefing at Samsung KX store in London, UK
Arjun Harpal | Cnbc
As Cook still ruled the tariffs
When Trump announced wide tariffs for China and the rest of the world in February, it seemed that the apple was in the intersection.
Apple, of course, makes most of its iPhones and other products in China, and Trump threatened to accommodate tariffs that could double Apple costs and more. Some of the so -called “mutual” Trump tariffs would fall into countries such as Vietnam and India where Apple Hedszered has its rates.
But seven months later, Apple has survived the tariffs better than many imagined.
US Government has repeatedly stopped the most Drakan Chinese tariffs, smartphones Received release from fares and cook in May detach Investors who the company were able to rearrange its supply chain to import iPhones to the US from India, where the tariffs are below.
Cook also successfully leaned toward his relationship with Trump, visiting him at the White House and taking it in August when Cook presented Trump’s brilliant memory. Such commitment has supported Trump’s impetus to bring more high -tech production in exchange, Trump said to release Apple from the future semiconductor tariff. And tariffs on Trump’s IEPA were managed illegal In late August, though they are still acting.
Apple did not quite miss the tariff consequences. Cook said the company spent 800 million dollars According to tariff costs in June, mainly because of the tariffs for China, founded in IEPA. It was less than 4% of the company’s profit, but Apple warned that it could spend $ 1.1 billion in the current quarter at the tariff expense.
After months By applying on its own tariff expenses, Apple can finally transfer these costs to consumers with the launch of this month’s iPhone 17 models.
People are lined up near the Apple store in Dubai on September 20, 2024, when the new iPhone 16 is out in stores.
Giuseppe Cacace | AFP | Gets the image
History of careful pricing
For example, Apple reflected on the increase in the price of equipment in the US, for example, has not increased prices since its debut in 2017, holding $ 999. But Apple has made some price changes.
The company has raised the price of initial level phones from $ 699 to $ 829 in 2020. And in 2022, when Apple eliminated a smaller iPhone Mini, which started at $ 699, the company replaced it with a larger screen plus that costs $ 899. Pro Max also got a hike in 2023 when Apple came across it from $ 1099 to the current price of $ 1199.
If Apple really increases its prices this year, don’t expect the management to blame the tariffs.
The average sale price of smartphones worldwide is increasing, IDC reports. In recent years, the price of smartphone components such as a camera module and chips has increased.
Apple is much more likely to focus on highlighting new features of your phones and quietly mark the new price. Analysts expect new iPhones to have big screens, memory enlargement and new, faster chips for AI.
“Nobody is going to go out and say it is due to the tariffs,” the IDC analyst said Paul.
One way that Apple can subtly raise prices is an entry-level version exception, forcing users to update to get more shelters at a higher starting price. Usually Apple charges $ 100 to double the iPhone storage with 128GB to 256GB.
Here’s what JPMorgan analysts expect Apple to announce next week.
They predict that Apple will leave the prices to the initial level and the high -class Pro Max Max, but they have written that they expect the company to eliminate the Pro -level Pro version, which means that users will have to pay $ 1099 for the iPhone 17 Pro, which has more premises from an initial level than its predecessor. This is exactly how Apple raised the price of the PRO MAX in 2023.
“However, with the recent Apple ads compared to the investment, the assumption is that the company will be largely protected from tariffs, causing limited pricing changes, except for those related to the basic storage configuration configuration for the PRO model,” the JP Morgan Samik Chatter wrote.
When Cook asked about a potential increase in Apple’s call in May, he said “nothing to announce.”
“I will just say that the prompt team did incredible work to optimize the supply chain and inventory,” Cook said.
See: Apple explores using Google Gemini AI for the updated Siri, reports, reports
