Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
I don't see any "Apple can reduce their profit and greed". 😁
because that's not how capitalism works. They literally can't. It's illegal. They have a fiduciary responsibility to their stockholders. And any CEO that doesn't take actions to maximize their profits will not last long as CEO.
 
Obviously this is an opinion as you have no insight into the tariff control strategy of thousands of businesses.

Whose prices are going up? Can you name names?
I suppose you must be correct that when a business faces things that endure additional costs then obviously what will happen is they pay it & it comes out of their profits so then the company makes less profit & doesn’t attempt to make up that short fall in profits
Because it’s capitalism and they squeeze every bit of money out of the customer as they can

That maple syrup is going to become more expensive. And that's a direct price increase that households will face," said Thomas Sampson from the London School of Economics.
"If I buy goods that are domestically produced in the US, but [which use] inputs from Canada, the price of those goods is also going to go up," he added.
 
I love that none of the suggestions are Trumps vision of what will happen: move production to the USA
That's because those in charge think that it's best to outsource stuff to other countries instead of focusing more on improving things at home. America relies on countries like China and India for a lot of things. If those two ever decide to turn their backs on America, then America is gonna have a huge problem on its hands.

Bringing manufacturing back home would create a lot of different jobs, which would help offset increased prices.
 
  • Like
Reactions: ijordano
I suppose you must be correct that when a business faces things that endure additional costs then obviously what will happen is they pay it & it comes out of their profits so then the company makes less profit & doesn’t attempt to make up that short fall in profits
Because it’s capitalism and they squeeze every bit of money out of the customer as they can
What I’m right about and the only thing I’m right about is that nobody knows how this all will play out.
That maple syrup is going to become more expensive. And that's a direct price increase that households will face," said Thomas Sampson from the London School of Economics.
So now we have prescient people? Maybe the tariff cost of maple syrup will be absorbed in the revenue?
"If I buy goods that are domestically produced in the US, but [which use] inputs from Canada, the price of those goods is also going to go up," he added.
There are elastic products and inelastic products. We’ll see.
 
  • Haha
Reactions: rmadsen3
Apple will absolutely never give up margin.
DJGamble: Apple could diversify and aim to increase its international sales as there will be limited scope for domestic price increases, given the broader inflationary impact of these tariffs.
 
Oh this thread is a beautiful read. So beautiful. The most beautifullest read.

Well Trumpers, you voted for this. I'm getting the popcorn in (British popcorn obviously) and am going to enjoy every moment of it.

It's America's moment of Trussonomics. She lasted 4 weeks after her moment of insanity. I believe it's not as easy to replace a President unfortunately. Best of luck!
 
DJGamble: Apple could diversify and aim to increase its international sales as there will be limited scope for domestic price increases, given the broader inflationary impact of these tariffs.
why not. The prices in the US currently are less than other western countries after sales tax is allowed for. I am unsure why the domestic prices cannot raise to be at least aligned. Just look at the price of the base MBP - US$2095 in the UK vs US$1599 in the US. So that is a 30% margin difference. If you allow for US average sales tax of 7.25% you still have 23% price increase to have parity with UK prices.
 
Just look at the price of the base MBP - US$2095 in the UK vs US$1599 in the US.
And 22995 Sek = $2353 (today)

14 inch

Screenshot 2025-04-04 at 00.20.16.png
 
What I’m right about and the only thing I’m right about is that nobody knows how this all will play out.

So now we have prescient people? Maybe the tariff cost of maple syrup will be absorbed in the revenue?

There are elastic products and inelastic products. We’ll see.
So an economic professor that does this for a living has said as a consequence of this then prices will go up

Analysts from Rosenblatt Securities said in a note Thursday that Apple would need to increase prices for several products to offset an estimated $39.5 billion in costs from tariffs as the company relies heavily on China-based manufacturing, including a 43% price increase for iPhones and Apple Watches, a 42% increase ...

Yeah because Apple are going to absorb that cost & not pass it on to customers worldwide
 
If you live near the Canadian border you can take a trip up to Canada and buy your iPhone tariff free and your buck goes further up there. Just don’t let border officers find out or you may be incarcerated for weeks - always that! On second thought, don’t chance it!
 
  • Haha
Reactions: Kavik
If you live near the Canadian border you can take a trip up to Canada and buy your iPhone tariff free and your buck goes further up there. Just don’t let border officers find out or you may be incarcerated for weeks - always that! On second thought, don’t chance it!
They might also deport us to El Salvador. 😢
 
  • Wow
Reactions: picpicmac
So an economic professor that does this for a living has said as a consequence of this then prices will go up

Analysts from Rosenblatt Securities said in a note Thursday that Apple would need to increase prices for several products to offset an estimated $39.5 billion in costs from tariffs as the company relies heavily on China-based manufacturing, including a 43% price increase for iPhones and Apple Watches, a 42% increase ...

Yeah because Apple are going to absorb that cost & not pass it on to customers worldwide
well they need to increase the US price by 23% approximately for parity and then align pricing internationally. I dont think price increases for consumers in countries that already pay a lot more and have nothing to do with the US tariffs, is such a great idea.
Also all PC manufacturers would need to do the same, otherwise Apple then becomes very uncompetitive in the rest of the world.

Unfortunately for US consumers, I thinks its on you to take the majority price increase, rather than thinking its wise to pass this on worldwide.
The brands that dont pass it on internationally will become seriously attractive if this is the case, as a 30-40% price difference is going to be very tempting.

If you think about it, Lenovo will dominate internationally, if the pricing for non US consumers was increased massively. They will be having a massive party if it is.
 
  • Like
Reactions: AppliedMicro
why not. The prices in the US currently are less than other western countries after sales tax is allowed for. I am unsure why the domestic prices cannot raise to be at least aligned. Just look at the price of the base MBP - US$2095 in the UK vs US$1599 in the US. So that is a 30% margin difference. If you allow for US average sales tax of 7.25% you still have 23% price increase to have parity with UK prices.
The price of the iPhone 16 PM £1.199 in the UK
And it’s $1.199 in the US then add tax
It’s 1.305.41 that’s a wee bit of a difference so if the price goes up bloody hell
 
The price of the iPhone 16 PM £1.199 in the UK
And it’s $1.199 in the US then add tax
It’s 1.305.41 that’s a wee bit of a difference so if the price goes up bloody hell
If Apple decides not to create parity in the pricing [as taxes are a big reason there currently isnt parity] and treat their international customers unfairly then it will get very interesting. Tariffs are a tax like everything else - US consumers will need to suck it up [for the main part], although they may not want to hear this.
 
  • Like
Reactions: AppliedMicro
If Apple decides not to create parity in the pricing [as taxes are a big reason there currently isnt parity] and treat their international customers unfairly then it will get very interesting. Tariffs are a tax like everything else - US consumers will need to suck it up [for the main part], although they may not want to hear this.
I suspect what will happen is this rather than have their US customers feel the full increase then they will probably raise the prices worldwide so they don’t have to raise it that much in the US & it’s spread out everywhere
 
"high-end consumers are relatively more accepting of price increases." -Kuo

This is kind of a nonsense line I see regurgitated often. The same product at every price level has a demand curve. Raising prices just means less consumers buy. It's like saying "the rich will buy at any price" then why don't they swing for the fences and see how it works out for them?
 
So an economic professor that does this for a living has said as a consequence of this then prices will go up

Analysts from Rosenblatt Securities said in a note Thursday that Apple would need to increase prices for several products to offset an estimated $39.5 billion in costs from tariffs as the company relies heavily on China-based manufacturing, including a 43% price increase for iPhones and Apple Watches, a 42% increase ...

Yeah because Apple are going to absorb that cost & not pass it on to customers worldwide
You can bookmark the post for posterity and we’ll see how right and wrong everyone gets to be as things roll along.

People get things wrong all the time. Remember y2k? You have to watch out for the appeal to authority argument.
 
Last edited:
What about this: Apple could leave U.S.?
Why would they? And where would they go, China? Taiwan? Vietnam? Saudi Arabia? Iran? Russia?

Anyplace else they go would be a step down. Make no mistake also that many countries have laws against some of the social policies and practices that Apple likes to tout. And no constitutional rights to free speech.

Not to mention legal or religious restrictions against PERSONAL lifestyle choices of some of the Apple senior leadership team and many of their engineers.

It would be a severe hit to their security, and that foolishness would result in a complete loss of confidence in the US stock market. Hey, maybe they'll go to Greenland! 😏
George Carlin
--"They call it the American dream because you have to be asleep to believe it."
He said this about liberals. George Carlin was never a conservative, but neither was he a liberal.
This is day 1 after the announcement.
kuo has some ideas, and the supply chain folks at Apple and the other companies have some ideas.
We’ll have to see what really happens, time will tell, everything else is just speculation…
This is a reasonable expectation.
Is this where America is now? We CAN’T do big things anymore? We have to farm everything out to overseas? That’s a real shame.
We almost couldn't bring two astronauts back from space. Oh wait, Elon Musk did that.
I wouldn't at all be susprised if there either are no ellections in 2028, or if he re-elects himself Putin style for a third term. He's got the supreme court in the pocket anyway.
You just gave up like that? "He'll take away elections" is always the sign of somebody who has given up.
Agent Orange...
Name calling right up front. At least we know where you stand.
...He has blown away our education system...
The same one that allows young people to graduate without having achieved any reading or writing capability at all, and without having achieved any functional understanding of how our country's government works.
(something-something about) ... vaccinations.
If you have observed that many people don't trust government vaccinations, well good on you. But what you have incorrectly assessed is the REASON for the distrust. And that reason is government. Surprise!
Walmart and their ilk have been buying cheap stuff from China that they have made tremendous profits from but at least the poorer folks had access to food, basic services, clothing etc. Add 45% to these cheap goods and the poorer folks are not getting a pay raise so their ability to afford even the Walmart class stuff will be strained.
This comment is so convoluted that it doesn't make any sense.
The billionaire are lining up to buy the repossessed homes as families can no longer afford the mortgage payments. The rents will be even higher.....
This has been happening since President Stumblefeet was in office. You're only just now noticing this?
Nikita Kruschev said the USA will destroy itself from within in the 1950s. With help and guidance from Putin, Agent orange will get the job done
Khrushchev said a lot of things. "We will bury you."

His reference to destroying the US from within was toward misinformation. Another soviet famously said, “Give me just one generation of youth, and I'll transform the whole world.”

That was Vladimir Lenin in 1958. And the US schools were co-opted only a couple decades later with Jimmy Carter's Department of Education.

I'm not alone in my belief that the DOE needs to go, and fast. Our youth can't be successful for as long as there is a breath of life left in the DOE.
This is fundamentally a good thing, nobody against it has a compelling argument I've read so far of why they're against it, from the American perspective of course. If the only reason you can buy goods is because of slave labor, so that Nike can sell a shoe for $500 that is made for $1 in BOM, then I don't care their profits are going down.
OMG, thank you thank you thank you for saying the quiet part out loud. This is so important for people to hear.
If your argument is that iPhones can only be made in China or else it'd cost $10,000 for one, okay explain to me why? Oh it's because of slave labor and that 90% of manufacturing has been moved to China since the 90s, and ramped up even more in the 2000s so that companies can juice out even more profit. So with tariffs there are two things that will happen, either they get a maybe ~20% price increase as they're tariffed coming in (Apple isn't going to add the entire tariff cost immediately), or they get a hypothetical doubling in cost if they're made in the USA. Ok, now imagine what the cost would be if the manufacturing line was in the US 10 years after establishment? Or even 50% of the line? You think someone in 1950 was lamenting about how expensive their toaster (an old technology at this point) was because it wasn't manufactured by slave labor? Of course not, because the manufacturing was probably done the next town over.

I actually buy things in hobbies that are USA made, like pocket knives (Spyderco, Benchmade) and guitars (Gibson, Fender). Not only is there a perception that USA made items are higher in quality (which of course isn't true, Chinese manufacturing is of course state of the art nowadays), but the argument is that the hypothetical higher price on items will stop people from buying them, even if they're luxury goods, is wrong. This doesn't stop people AT ALL. These things still sell hand over fist even compared to their secondary foreign manufactured lines within the same company, that are made in China, Mexico, Indonesia, Japan simply BECAUSE they are made in the US.

If the argument is that people will experience layoffs after this when companies say they'll be less profitable which will definitely happen, they're STILL doing that despite having record profits and having to squeeze out even more profit. Only 50% of people even own stock, and only maybe 1% own enough that makes it even life changing enough if it goes up and down, and they're all institutional players. Again, if someone is saying the decrease in stock prices gives them less capital to hire people and there will be layoffs, they're still doing that despite having record profits and all time highs in any given period. IBM and Amazon are laying off and outsourcing to India still today, even though they're richer than ever, and so is every single company.

This doesn't even take into account the actual geopolitics of a kinetic war. China makes like what 90% of all steel on earth now? You know how screwed the entire western hemisphere would be if the next week Xi Jinping just decides to invade Taiwan? It would be COVID level depression x10 or even x50. Forcing companies to ramp up domestic manufacturing in literally every country is a good idea.

I haven't read a good argument other than the repeated slop "my iPhone will be $200 to $500 more expensive". Good news Bob, the iphone actually only changes maybe every 5 years so you don't have to buy one this year, and now you won't be abusing Chinese, Vietnamese, and Bangladeshi slaves now either.
Thank you again.
And all because companies that make BILLIONS a year REFUSE to cut PROFIT MARGINS.
I get you, and I mostly agree with you. But here's the facts of the stock market. Your stock gets PUNISHED HARD if you don't exponentially grow earnings quarter after quarter and year after year.

Sure, there are deviations from this in the short term. But over the long term, companies who don't grow earnings will just see lower and lower stock prices until it gets to a point where the company gets de-listed. And then can't fund major projects. And eventually goes away like the dodo-bird.
There is nothing wrong with wanting manufacturing to come back, I want that too. There is everything wrong on how the president is going about it.
But why not try? If China declared war right now on the US, then the only way to win it would be to strike hard and (ahem) "hot", if you know what I mean. And that's because the US does not have the manufacturing base to be able to build replacement planes, tanks, ships, or ordinance. China already has a bigger navy.

The US won WW-II because we had the manufacturing base and know-how to make tanks in a car factory. Or planes in a factory that just weeks before was making sewing machines. And so forth. You can't do that if you don't have factories at all.

This is a terribly high-risk state for our country. Rebuilding our manufacturing base must be done just for security reasons alone (although all the other reasons are good ones too), and it must be done quickly. Whining and complaining about how the president is "going about it" is your right, but it's way off track.
 
  • Like
Reactions: uacd
Why would they? And where would they go, China? Taiwan? Vietnam? Saudi Arabia? Iran? Russia?

Anyplace else they go would be a step down. Make no mistake also that many countries have laws against some of the social policies and practices that Apple likes to tout. And no constitutional rights to free speech.

Not to mention legal or religious restrictions against PERSONAL lifestyle choices of some of the Apple senior leadership team and many of their engineers.

It would be a severe hit to their security, and that foolishness would result in a complete loss of confidence in the US stock market. Hey, maybe they'll go to Greenland! 😏

He said this about liberals. George Carlin was never a conservative, but neither was he a liberal.

This is a reasonable expectation.

We almost couldn't bring two astronauts back from space. Oh wait, Elon Musk did that.

You just gave up like that? "He'll take away elections" is always the sign of somebody who has given up.

Name calling right up front. At least we know where you stand.

The same one that allows young people to graduate without having achieved any reading or writing capability at all, and without having achieved any functional understanding of how our country's government works.

If you have observed that many people don't trust government vaccinations, well good on you. But what you have incorrectly assessed is the REASON for the distrust. And that reason is government. Surprise!

This comment is so convoluted that it doesn't make any sense.

This has been happening since President Stumblefeet was in office. You're only just now noticing this?

Khrushchev said a lot of things. "We will bury you."

His reference to destroying the US from within was toward misinformation. Another soviet famously said, “Give me just one generation of youth, and I'll transform the whole world.”

That was Vladimir Lenin in 1958. And the US schools were co-opted only a couple decades later with Jimmy Carter's Department of Education.

I'm not alone in my belief that the DOE needs to go, and fast. Our youth can't be successful for as long as there is a breath of life left in the DOE.

OMG, thank you thank you thank you for saying the quiet part out loud. This is so important for people to hear.

Thank you again.

I get you, and I mostly agree with you. But here's the facts of the stock market. Your stock gets PUNISHED HARD if you don't exponentially grow earnings quarter after quarter and year after year.

Sure, there are deviations from this in the short term. But over the long term, companies who don't grow earnings will just see lower and lower stock prices until it gets to a point where the company gets de-listed. And then can't fund major projects. And eventually goes away like the dodo-bird.

But why not try? If China declared war right now on the US, then the only way to win it would be to strike hard and (ahem) "hot", if you know what I mean. And that's because the US does not have the manufacturing base to be able to build replacement planes, tanks, ships, or ordinance. China already has a bigger navy.

The US won WW-II because we had the manufacturing base and know-how to make tanks in a car factory. Or planes in a factory that just weeks before was making sewing machines. And so forth. You can't do that if you don't have factories at all.

This is a terribly high-risk state for our country. Rebuilding our manufacturing base must be done just for security reasons alone (although all the other reasons are good ones too), and it must be done quickly. Whining and complaining about how the president is "going about it" is your right, but it's way off track.
All empires come and go. Its Chinas turn now, whether you like it or not, and are the 'exceptional' country this century.
It's interesting people call them the 'enemy' but have been happy to hand over massive amounts of money for their products. The west lost with the rise of consumerism, wanting more at cheaper prices. Greed is not a good thing.

Maybe higher prices may help reign in this rampant unsustainable consumerism.
 
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.