90 days no tariffs on iPhones and Co.: US government is temporary

After the US government has decided to initially take out electronic products and storage media from China from the giant zoll of 145 percent, the question remains how long this is up to. The US customs, the Customs and Border Protection (CBP), initially used a moratorium of 90 days. But on Sunday it was already said again that they were tinkering with new, “more special” tariffs about semiconductors. A US company is particularly affected by this back and forth: the iPhone group Apple. There, among other things, the most recently reacted to expand the production in India and to fly tens of tons of finished devices in front of the customs detail. After the Apple share had initially recovered, shareholders are looking forward to how things will continue on Monday. The papers were initially clearly in plus.

Temporary lobbyer success?

But the announcement from the Trump administration remains that you only see an intermediate measure in the stop. Minister of Commerce Howard Lutnick spoke of further or even new tariffsthat could come in a month or two. So the action could only be short -lived. Apple had succeeded in largely out of tariffs from tariffs against China in the first Trump administration-also because CEO Tim Cook had built up a direct line of Trump.

But the chaos should continue this time. In addition, there are so-called “fentanyl” tariffs of 20 percent, which Apple already knows. The US government wants to send a sign against the spums of the dangerous chemical drug, which is supposed to come into the country, but is not stopped by Beijing, as the Americans claim.

Problems also with preliminary products

Even if Apple fetches other parts of the production of iPhone, Mac or iPad to other regions of Asia – especially India or Vietnam – there is another problem: the preliminary products are currently scared by China.

This includes in particular the so -called rare earths, some of which are now occupied with a complete ban on export. The fabrics are also available in the United States, South America, Australia or Greenland, but are either still entirely unanswered or only available in significantly lower quantities. The entire supply chain is currently trembling – not only at Apple.