Apple clips for 900 million US dollar Schlag from Trump tariffs

The tariffs for goods that come to the USA will add almost one billion dollars to Apple's costs in this quarter, the technology giant said, although President Donald Trump's decision to provide key electronics from the new import tax.

The iPhone manufacturer's estimate is made because the companies try to react to Trump's tariff strategy that disturbs the supply chains and increases uncertainty about the demand from consumers.

Apple said that it was about the production of iPhones, which was exposed to the highest tasks for the American market, which is exposed to the highest tasks.

The majority of the iPhones in the United States will be produced in India in the coming months, said Apple.

Apple's turnover at the moment has made sales intact.

The company said that in the first three months of the year compared to the same period of the previous year, $ 95.4 billion increased by 5%.

Amazon, another tech giant, the results of which were observed exactly on signs of tariff damage, also said that sales in the e-commerce business in North America rose by 8% in the last quarter in the e-commerce business in North America.

It predicts similar growth in the coming months.

“Obviously, nobody of us knows exactly where the tariffs are settled or when,” said Amazon boss Andy Jassy and noticed that the company emerged from disruptive times – like the pandemic – stronger than before.

“We are often able to survive challenging conditions better than others,” he said. “I am optimistic that this could happen again.”

Apple Shares had dropped after Trump announced that his administration would raise “mutual tariffs” for products that were imported into the USA with the aim of convincing companies to create more in the USA.

Trump said he hoped that Apple products in particular will be produced in the country.

However, the administration was put under considerable pressure to moderate its plans. Shortly after the tariffs entered into force, it was announced that certain electronics, including phones and computers, would be excluded.

When calling with investors to discuss the quarterly performance of the company, Apple chief Tim Cook seemed interested in drawing attention to Apple's investments in the USA and remembered his plans to invest 5,000 billion in several states in the next four years.

Although Apple is already relocating its supply chain for US-bound products from China, it is India and Vietnam who are the largest beneficiaries, not the USA.

Mr. Cook said the company expected that most iPhones were determined in India in India by the end of June and that almost all iPads, Macs, Apple watches and Airpods move to Vietnam.

“We assume that the majority of Iphones sold in the USA will have India as a country of origin,” said Cook, referring to the next three months of trade.

He said Vietnam would “be the country of origin for almost the entire iPad, Mac, Apple Watch and Airpods product sold in the USA”.

For the vast majority of the entire products that are sold outside the USA, China is added to the country of origin, he added.

Nevertheless, according to Patrick Moorhead, Managing Director of Moor Insights & Strategy, the shift of the iPhone delivery chain to India was “impressive”.

“This is a clear change from what [Cook] A few years ago he said when he said that only China could build iPhones, ”said Moorhead.

“There are many progress that Apple has to show here, but it's a pretty good start,” he said.

Amazon is also repositioned to increase resistance in view of the tariffs.

The company said it was working to ensure that it has a variety of sellers, and Mr. Jassy said that the company was well positioned for the coming months, which is indicated by the company's scale and its role.

At the moment it is said that sales had not been violated by the tariff turbulence. If at all, managers said that the company may have benefited from some customers who start to store.

In the first three months from 2025, total sales rose by 9% to $ 155.7 billion compared to the same period of the previous year, while winning increased by more than 60% to around $ 17 billion compared to the previous year.