Analysts continue to calculate the effects of customs tariffs that affect the prices of electronic products in the United States. iPhones are often used as an example. Yesterday, WSJ calculated that the material costs of the 256GB iPhone 16 Pro may increase by $ 300. Now, UBS has published a report showing the worst scenario – this scenario is produced in China iPhone 16 Pro Max It shows the increase in the retail price of the 1TB model.
Currently the price of the 1TB model is $ 1,600. In previous estimates, the price was expected to increase to $ 2,300, and these estimates envisaged an increase of approximately 40 %for all Apple products produced in China. However, UBS’s report is 1TB produced in China iPhone 16 Pro MaxHe calculated that it can be sold for $ 2,062, ie the current price may increase by 29 %. This calculation is based on the assumption that the current 54 %customs tariff applied to China will continue. However, the president TrumpHe threatened to apply tariffs up to 104 %in response to mutual tariffs of China.
What did you do Trump, 30 percent of the iPhone 16 Pro Max prices
AppleIn India iPhone
In this case, a 26 %tariff will be applied for an iPhone 16 Pro (128GB) imported from India to the United States. This means that an iPhone 16 Pro of $ 1,000 to $ 1,120; This corresponds to an increase of 12 %. However, it should not be forgotten that tariffs are applied not to the price of retail, but at the price that Apple pays to production partners (so the increase is 12 %, not 26 %).
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Apple‘of Watch Ultra 2The factories he produces are subject to a 46 %tariff and the current price of $ 800 is expected to increase by 19 %to $ 950. All these calculations are based on the assumption that Apple will reflect the cost of cost to the consumer instead of lowering the profit margin, as before. During the Trump period, Apple chose to reduce the profit margin due to the 10 %tariff applied to China. For now, it is not clear which way Apple will choose, especially after the stocked inventories are exhausted.
In the UBS report, other costs were also taken into consideration. Artificial intelligence servers produced in Taiwan will be subject to a price increase of 27 %. Although consumers do not directly receive an artificial intelligence server, these servers are important components that support Apple’s breakthroughs in the field of artificial intelligence for iPhone, Macs and other products.
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