New US tariffs: According to China, other Apple landing countries also affected

Apple’s strategy of pulling its supply chain more and more from China in order to first become less dependent on the country and secondly to avoid problems with US tariffs, only seems to be due. The new taxes announced on Wednesday on imports to the USA by the Trump administration also affect regions to which Apple “fled”. The Apple share was not doing this well: the value of the papers decreased afternoon in the meantime by over 7 percent.

India also affected

In addition to China, whose imports will soon be occupied with 34 percent, the new customs list also includes Vietnam, Thailand, Taiwan, India, Malaysia, Japan and the EU. Vietnam is particularly affected at 46 percent, Thailand with 36 percent. India, which is Apple’s second most important production site, was occupied with 26 percent, Japan and Malaysia each with 24 percent. Particularly bitter: Taiwan, where almost all Apple-Silicon chips come from, gets a customs quota-it is 32 percent. The EU, in turn, where sensors and chips for iPhones come from, among other things, receives a 20 percent surcharge. In addition, there should be a standard customs rate on all imports of 10 percent.

Donald Trump had announced the tariffs as part of a “Liberation Day”, which should lead to the fact that as much production as possible will come back to the USA. Apple had previously fought for Chinese products with import fees of 20 percent. The good wire between Apple CEO Tim Cook and Donald Trump then led to some exceptions. Bank Morgan Stanley estimates that Apple through the new tariffs A good $ 8.5 billion in additional expenses will have.

Apple wants to invest more

According to the White House, the tariffs should apply “from now on”, although observers believe that they are more likely to be seen as a “starting point for negotiations” with the respective countries. Apple had recently spread a good atmosphere by promising high investments in manufacturing in the United States. However, Apple mainly relies on suppliers that are then located at home, such as Flextronics or Foxconn. In addition, the group wants to buy chips from a large, new TSMC factory in Arizona, which, however, still manufactures processors that are several generations older than what comes from Taiwan.

Customs are not levies that would have to be paid directly on products, instead the fees are only due when imported into another country. They then ensure that the end customer price of an iPhone in the USA increases, should Apple open 1: 1, which probably does not happen. According to market observers, the group is currently in the process of calculating its models. The new customs tariffs meet numerous other global companies that want to sell on the US market.