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

[jntdroid]

While I agree with you about the fickleness of Americans and frothy nature of the stock market, I have to disagree with you about no one caring about inflation over the past few years. It cost the Demoicrats the White House and control of Congress. And it may very well cost Trump and Republicans this time around.

Fair point for sure. I shouldn't make statements like that based on mass reactions on macrumors.com

The inflation situation was a bit more of a slow burn compared to the tariff "shock", so this feels a bit more knee-jerk than inflation was - but you're right, people definitely cared.

 

[neuropsychguy]

Everything is looking good according to Trump today. He will get the rates changed also for more WINNING!!!


View attachment 2499132

For the first time ever I visited Truth Social to see if he actually posted that. He did. I'm speechless (but can still type). The real question is if he believes it. I sure hope not.

 

[turbineseaplane]

American politics has become so polarised under Trump. Even ex-Republican Presidents don’t support him. There is very little consensus across the isle. Personally I think that is bad for democracy and bad for America.

Trump is not traditional Republican nor Conservative

He's an entirely new, and horrifically destructive, variation of a RINO

 

[cmichaelb]

Complete BS headline.

Companies can't pass the full tariff onto customers because no one would buy their products.

What will happen is most of it will be absorbed throughout the supply chain, and company margins will take a hit. Markets are pricing that in now.

Apple currently has a goal of a 30% margin. Maybe they have to go down to 20% for phones - oh my, the calamity!

 

[CarAnalogy]

And no tariffs on Russia because he works for them.

Wait really? But aren’t sanctions the same thing but far worse? We still have those right?

 

[bmark]

How many of those companies are simply expanding existing manufacturing plants that already exist in the US. They’re not relocating plants from elsewhere.

Companies are bringing manufacturing jobs to America is the bottom line.

 

[jntdroid]

American politics has become so polarised under Trump. Even ex-Republican Presidents don’t support him. There is very little consensus across the isle. Personally I think that is bad for democracy and bad for America.

I think you're exactly right. They've always been polarising, but between social media growth the past 10+ years, and Trump being a self-inflicting lightning rod, it feels like it's gotten exponentially worse. If people haven't already, they should look up the Reagan vs Mondale debate on YouTube. A great example of how two opposing political candidates could still joke with each other during a debate. Or the fact that one of Reagan's best friends was Tip O'Neill - and they disagreed on literally everything politically. Bush and Obama seem to be pretty good friends now as well. etc. etc. etc...

 

[MichaelDroste]

As stated in previous thread - I’m out then - will stick with iPhone 16 till it dies and then get battery replaced…. Not worth it - same with the M4 mini pro - I’m retired and can’t afford it anymore- been on the Mac since 1992.

 

[WarmWinterHat]

Complete BS headline.

Companies can't pass the full tariff onto customers because no one would buy their products.

What will happen is most of it will be absorbed throughout the supply chain, and company margins will take a hit. Markets are pricing that in now.

Apple currently has a goal of a 30% margin. Maybe they have to go down to 20% for phones - oh my, the calamity!

If everyone raises prices, no one raises prices. There is no where else to go.

Prices will go up, how much it will go up depends.

 

[barnyard]

Good luck with that Apple. I'll just keep using my old one until it dies.

 

[jennyp]

You're not wrong, at all. But the opposite is also true. There is a faction that will criticize anything he says, just because it's him, even if he might be right about something.

Honest guess is that it's more of the former though. I even remember thinking, "Is he a genius, or is he stupid?" I soon came to the conclusion that he's not a genius.

 

[turbineseaplane]

Companies are bringing manufacturing jobs to America is the bottom line.

Nope -- this is just to exact control by releasing tariffs on those who bend the knee.

Trump is a liar -- always has been.
It's good practice to not believe much of anything he says (or at least by seriously skeptical of it).

 

[rp2011]

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.

 

[0049190]

Apple currently has a goal of a 30% margin. Maybe they have to go down to 20% for phones - oh my, the calamity!

They would have to cut their margin on most of their products not just phones.

 

[mnsportsgeek]

16 Pro Max costs $500 to make. 34% Chinese tariff is $170 so I’m not seeing where $2300 comes from.

1TB iPhone goes from $1600 to $1800 at worst.

 

[WarmWinterHat]

Companies are bringing manufacturing jobs to America is the bottom line.

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.

 

[Lift Bar]

They’re not a charity, do we not assume they price near the max of what the market will bear? If a 43% hike is viable under tariffs that suggests the higher price point is at least theoretically sustainable.

Are we assuming now that Apple’s been undercharging massively decades?

interesting premise. might be worth thinking this through a bit more.

 

[neuropsychguy]

Complete BS headline.

Companies can't pass the full tariff onto customers because no one would buy their products.

What will happen is most of it will be absorbed throughout the supply chain, and company margins will take a hit. Markets are pricing that in now.

Apple currently has a goal of a 30% margin. Maybe they have to go down to 20% for phones - oh my, the calamity!

There's little chance Apple will raise prices that much. We've already seen Apple mostly not pass on inflation to customers. It's likely though that if tariffs persist more than several months, Apple will raise prices to partially compensate. If not in hardware, then in high margin services.

 

[supremedesigner]

I hope people who voted orange are going to suffer.

TDS much? Looks like someone’s still salty about an election!

 

[turbineseaplane]

Are we assuming now that Apple’s been undercharging massively decades?

interesting premise. might be worth thinking this through a bit more.

I've always assumed they could charge far far higher numbers for "Pro" model items.

There is, of course, a balance to be struck between margins and unit sales to get the best overall net result.

Apple, I'm absolutely positive, works with that balance as a first principle.

I feel that is especially true with Tim Cook as CEO.
He's a numbers and Ops guy.
This is his wheelhouse.

 

[0049190]

Companies are bringing manufacturing jobs to America is the bottom line.

You keep saying that without providing any evidence to substantiate that claim. Maybe some companies will relocate their manufacturing back to the US but I don’t think it will have the seismic effect Trump is claiming and I’m not convinced Americans will be too happy to pay the higher prices that will inevitably result.

 

[rymc02]

Apple, TSMC, Hyundai, Toyota, GM is expanding their plants as well. Many more to come as well.

if these companies already announced, what is the point of the tariffs? Doesn’t look great after this, oh and this.

 

[bmark]

You keep saying that without providing any evidence to substantiate that claim. Maybe some companies will relocate their manufacturing back to the US but I don’t think it will have the seismic effect Trump is claiming.

You don't follow the news so why do you care?

 

[dannyyankou]

I know you’re trying to be smart but egg prices have actually dropped $2/dozen

You’re looking at wholesale prices. I’m checking my local stores right now, and the cheapest is $5.99. Not organic, not free range or name brand. Just the “cheap” store brand.

 

[Jkeith85]

absolute stupidity thinking Apple is going to raise prices by almost 50%. Giving these analysts that don’t know what they are talking about a platform to spew this garbage is slimy.

You say that. Nintendo is already pulling the switch 2 relaunch US date to raise the price, because of tariffs