like Donald Trump rates They hunt technology companies in the “storm”, especially the smartphones and devices manufacturers.
The movement of the President of the United States of America (the United States of America) is a Increased costs, a decrease in demand for consumers and tension in the supply chain worldwide.
The effect of these definitions is already a feeling in the market. the Apple retracts 9.30 % To $ 203.06, Broadcom loses 9.08 % To $ 156.48, Amazon Cai 8,01 % To $ 180.30, Dell Technologies Afunda 17,60 % To $ 78.54 and Intel slides 4.89 % For $ 20.91. also NVIDIA, one of the major conductors companies, decreases 7.26 % For $ 102.42.
With this Companies that have large production centers in ChinaOne of the definitions of “liberation day”, the notorious and proposal effect is to change production to the United States or other partners in Asia.
And the consumer?
The answers are still mysterious, but analysts make mathematics and this is not friendly.
Many analysts told Reuters that smartphones, Especially iPhoneThe products can be the most influential. The cause is precisely associated with production on Chinese soil, which will suffer from 54 % of the customs tariff.
In this case, companies have two options: Absorbing effectWith a strong increase in the costs of a one -pocket, Or pass it to consumers.
Thus, these analysts estimate that The price of iPhone can increase between 30 % and 40 %. S. The main iPhone 16 has a current price of $ 799 in the United States, but it may cost $ 1150If Apple wants to pass the fee bill to the customer.
Rosenblatt Securities estimates that Apple’s notes increase between 39 % and 43 % to compensate for Donald Trump’s tariff. IPhone alone will have to see 43 %, 42 % iPad, Mac and 39 % AirPods.
Rosenblatt Securities notes that “in fast accounts”, The cost of definitions can reach up to $ 40 billion “for Apple.
