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cover of episode Can Apple Dodge New US Tariffs?

Can Apple Dodge New US Tariffs?

2025/3/31
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition

AI Deep Dive AI Chapters Transcript
People
C
Catherine Thorbecke
D
Doug Krisner
J
James Abate
Topics
Doug Krisner: 苹果公司与中国经济关系密切,供应链深度融入中国,这使其面临美国新关税的巨大挑战。 Catherine Thorbecke: 苹果公司在中国市场的供应链和消费者市场都深度依赖中国,使其难以从中国经济中脱身。中国智能手机市场竞争激烈,本土品牌崛起对苹果构成重大威胁,苹果在中国市场面临巨大挑战。苹果未能在中国市场推出其人工智能功能,导致iPhone销量下滑,成为其在中国市场面临的重大挑战。中国本土智能手机品牌,如华为和小米,凭借人工智能功能等优势,对苹果构成强烈的竞争压力。中国人工智能行业的蓬勃发展,特别是像深势科技这样的公司,对苹果在华发展构成挑战,苹果需要与中国开发者合作才能在中国市场取得成功。中国政府对本土科技公司的扶持政策,给苹果在中国市场的发展带来挑战。美国关税和中国市场竞争的双重压力,对苹果公司构成巨大挑战,这将是库克任期内面临的最大挑战。苹果公司难以轻易将供应链从中国转移到其他国家,如印度等。

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Shownotes Transcript

Apple CEO Tim Cook visited China last week for his first visit of the year, amid a burgeoning trade war with the US. He met with officials in Beijing, stopped by a local Apple store and visited students in Hangzhou, among other events. The trip could serve as a case study in how multi-national corporations will navigate business across the Pacific. We explore how Apple's deep business ties in China may be impacted by upcoming reciprocal tariffs with Catherine Thorbecke, Bloomberg Opinion Columnist in Tokyo.

Plus - we look at how this week's tariffs and a number of other key economic events may resonate through global markets. We're joined by James Abate, Managing Director & Chief Investment Officer at Centre Asset Management.

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