The apple is left without a life on the flow against the background of Trump’s trade war: Analysts

Although the 90-day pause of US President Donald Trump on many of his “mutual tariffs” gave some firms and investors a respite, the largest company in America, AppleNot so lucky.

Technological giant based in Cupertino It is now 145%.

So, despite the fact that the US trade situation looks more promising for the world, experts say the US-Kita negotiations remain major for Apple.

“Apple can be created for many years by these tariffs,” said Dan Jus, head of the world research on technological research in the Wedbush Securities, said CNBC, adding that the company “turned over in the ocean without life rafts.”

According to OMDIA, the manufacturer of smartphones is engaged in diversification of its supply chain from China, but from 77 million iPhones sent to the United States, nearly 80% came from China, according to OMDIA.

According to the technology research firm, which according to the current tariffs, Apple may be forced to increase its prices on the US sold from China by about 85%to keep their margins.

“If the original tariffs for China were 54%, such an impact was serious but managed … But it would not have financial sense for Apple to increase the current tariff prices,” said Leho, OMDIA research manager.

As reported Reuters and Times of India.

Apple and two of its iPhone manufacturers did not respond to CNBC request.

Chiew said this news was not confirmed, the accumulation would be the best option for the company to quickly soften the consequences of tariffs and buy some time.

However, it is unclear how long such reserves can last, especially since consumers increase iPhone purchases in waiting for the price increase, he added.

According to OMDIA, Apple’s medium -term strategy was a decrease in the impact of geopolitical and tariff risks, and it seemed to focus on increasing the production of iPhone and exports from India.

Trump’s temporary stop is likely to push tariffs on India to the base line 10% – at least

However, the production of iPhone production in India was a long process. Indian iPhone manufacturers just started producing the highest PRO and Pro Max iPhone Apple For the first time last year.

According to Chiew, the increase in production is enough in India to meet the demand, it can take at least one year and did not go without its own rates.

In connection with the tariffs, the experts said the best option of the company is likely to contact the Trump administration for exemption from China’s import tariffs as it continues to increase its diversification efforts.

It’s something The company got – To a certain extent – during the first Trump administration, some analysts believe that this may happen this time.

“I still see some potential relief that can come as Apple’s $ 500 billion concessions,” said Daniel Newman, CEO of Futurum Group. “This has not been discussed much, but I am optimistic that companies that make expansion of the United States can see some form of assistance as the negotiations are promoted.”

Apple stated in February that deposit money 500 billion dollars in the USCreating 20,000 jobs.

However, Trump was clear that he believed that Apple could make iPhones in the US – although analysts doubt this regard. Analyst Wedbush Jus predicted that iPhone will cost $ 3,500 If produced in the US, not more typical $ 1,000.

Meanwhile, other analysts say even a trading deal or fare may not be enough for Apple to avoid adverse business effects.

“Let’s assume that you will have at least some thaw or in the moderation of mutual tariffs aimed at China or in a special Apple release,” said Craig Moffet, co-founder and senior analyst at Moffettnathanson Studies.

“It still doesn’t solve the problem. Even 10% basic tariff creates a huge problem for Apple.”