iPhones Could Cost Up to $2,300 in the U.S. Due to Tariffs, Analyst Says

[TJFDenver]

I’m over the day 1 gotta have syndrome anyway … I’m going on the 1 year delayed and refurbished acquisition for a 60% discount anywho … lets go me

 

[ikramerica]

And no tariffs on Russia because he works for them.

They are already sanctioned.

 

[ImAlwaysRight]

What part of this financial analysis based on current device pricing, the locations from which they're imported, and tariff percentages already announced by the White House is fear mongering?

When Apple actually charges $2,300 for the top of the line iPhone 16 Max, let me know, mmkay? Not. Gonna. Happen.

 

[dysamoria]

I guess the takeaway from this is if you’re thinking about buying a new Apple device you better decide quickly. I doubt Apple is going to raise the price of their current product line in the short term but I bet the iPhone 17 is going to have a significant price hike

This is exactly what I’m struggling with. As a person in poverty, with a whole slew of outdated tech, I have a small “tech egg” of money to modernize my stuff, but kept waiting year after year for a release of things that would feel like I’d be good for the next 6-10 years.

I was really close to buying the Mac Studio that just came out, until seeing the rumors that the studio display might get updated next year. I’m going to feel like a fool if they release a much better display one year after buying the current one. The damn thing is already expensive as is.

Now THIS BS happens. 🤬

 

[uacd]

This is media scaremongering. You will see that in a month stock prices gonna be up again, this year iPhones will cost same 1000$ as the last year ones, as well as tariffs will potentially benefit US in the long run. As soon as manufacturing will be moved to tariff-free countries price will be stabilized. My prediction is that India and Vietnam will become centerpiece of Apple’s manufacturing in future years. Also new jobs will be created in US, TSMC is basically an American company now

 

[majkom]

This is media scaremongering. You will see that in a month stock prices gonna be up again, this year iPhones will cost same 1000$ as the last year ones, as well as tariffs will potentially benefit US in the long run. As soon as manufacturing will be moved to tariff-free countries price will be stabilized. My prediction is that India and Vietnam will become centerpiece of Apple’s manufacturing in future years. Also new jobs will be created in US, TSMC is basically an American company now

Yeah, sure🤣

 

[It’s always something]

This is media scaremongering. You will see that in a month stock prices gonna be up again, this year iPhones will cost same 1000$ as the last year ones, as well as tariffs will potentially benefit US in the long run. As soon as manufacturing will be moved to tariff-free countries price will be stabilized. My prediction is that India and Vietnam will become centerpiece of Apple’s manufacturing in future years. Also new jobs will be created in US, TSMC is basically an American company now

Which tariff-free countries? Russia? North Korea?

How long does it take to move manufacturing? A few days, or years?

 

[uacd]

-

 

[richinaus]

North Korea and Russia will unlikely dodge future sanctions, US obviously cannot deal with them, as well as they don’t have the capacity and factories, and both India and Vietnam have them. Fyi many new Samsung phones are already made in Vietnam, scaling it for Apple won’t take long, maybe half a year. And India already makes iPhones so no issues there. I had read they have been in talks with US to abandon tariffs.

My guess is that Apple will be able to do it in 1.5 years, I mean all products not just the iPhones

I doubt shifting all production to Vietnam would be a great idea long term. The US consumer needs to suck up prices on parity with the rest of the world, and not the easy consumer lifestyle it's used to.

 

[dantay]

I wonder if Tim can get his 1 million back? 😂 😂 😂

 

[Matsamoto]

”Old Mac-Donald had an (Apple) farm” 🎶😂

 

[darngooddesign]

They are already sanctioned.

We still imported 3.4 Billion from Russia in 2024.

There are countries that we import less than that on the list, yet Russia isn't on it.

 

[vantelimus]

As usual, the media misses the mark. Trump doesn't want to collect any of these tariffs. He wants countries to drop their tariffs and we drop ours. These are mostly reciprocal.

He may have said they were reciprocal, but they were nothing of the sort. His methodology is laughable and has no basis in any economic theory. His formula to figure out the tariff was to take the trade deficit with the country for goods, divide that by the total goods imported from that country, and then divide that number by two. It has nothing to do with reciprocal tariffs. You bought his lie.

This is a negotiation.

No, it isn’t a negotiation. A negotiation starts with “Let’s talk,” not an aggressive act of economic war.

 

[It’s always something]

No, it isn’t a negotiation. A negotiation starts with “Let’s talk,” not an aggressive act of economic war.

Very well put! 💯

 

[willzyx]

They are already sanctioned.

They still export to us. And sanctioned means nothing. Iran is sanctioned. Still gets tariffed.

 

[God of Biscuits]

Imagine being insanely profitable, just not obscenely profitable.

But shareholders will pass the costs onto customers in order to stay obscene.

 

[Fred Zed]

Does it matter? Every time the administration changes as does the rules and laws they created get reversed.

 

[Cervisia]

Folks, this is not that crazy..
The iPhone 16 Pro Max currently costs "up to $1599"

Throw 40%-ish tariffs on that and you're there... and that's without any of the normal Apple price hikes that come along from time to time.

View attachment 2499137

Why would you apply the tariffs on Apple's margins too? It's not a sales tax.

 

[Cervisia]

I think VW has the best approach - add a tariff surcharge line to the price. Perhaps all businesses should consider it. Consider when companies, and using Apple as an example, raises the price of an iPhone from $999 to $1499 all blame and finger pointing goes to Apple. However, if Apple itemizes $999 for phone and $500 tariff surcharge for a total of $1499 sell price, the transparency is front and center for everyone - in their face - of what caused the price increase.

It's a tariff, not a sales tax.

The next question is, can Apple remain this highly profitable with reduced margins?

High margins mean their cost is the lowest among everyone else. Meaning their tariff impact is much lower compared to sales price than their competitors. They pay tariffs on the imported value, which is essentially what they pay for manufacture. Once the phone cleared the customs, they can sell it for whatever they want. Apple's competitors will pay more tariffs on a 1000 dollar phone than Apple does.

 

[Cervisia]

Even if they don’t all come back, which I suspect is not to total goal, lowering tariffs on us to make it equal will allow us to bring some of it back and be competitive. Right now we are at such a deficit we have not shot of competing.

But Apple making cheap phones in China then is really' China's profit or Apple's? Or US companies paying next to nothing to people working on their banana or whatever plantations then importing it to the US? Or operating mines in Africa?

 

[Cervisia]

I'm more worried about the price of cars. They are already crazy expensive. There was no way I was going to buy a new car any time soon; now I just gotta make sure I baby the cars we already have. I have an extra iPhone lying around if necessary.

Maybe you guys could finally start building viable public transportation from the tariff income

 

[Cervisia]

Why do you keep bringing this up? There is more (much more) to the tariffs than manufacturing that you refuse to even acknowledge.

Here is the bottom line. I don't give a sh*t if it's made here, there or on the moon. It should be made in the place where it's most efficient, and nationalism is for suckers and idiots.

Sounds good on paper, in reality the most efficient place means lacklustre environmental and health rules. Besides that, if companies would pay the real cost of transportation, including damages from pollution, very few things would be transported over half the world.

 

[sdfox7]

Supply and demand. Apple can only charge what the market will bear. If people are willing to pay $2,300 for an iPhone, then they deserve to pay $2,300 for an iPhone.

Up to this point people have been willing to pay anything, so I don’t see the problem. 😂

 

[Cervisia]

At least half of us do, yes

It hasn't started with Trump.

 

[rp2011]

Maybe you guys could finally start building viable public transportation from the tariff income

Hell yeah we should. Here in SoCal you need a car. Right now working from home sounds fantastic.