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Tariffs Leave Apple With a Cost Conundrum
2025/4/4
WSJ Tech News Briefing
D
Dan Gallagher
I
Isabel Busquets
我估计，特朗普总统的关税可能会导致苹果公司今年每股收益下降约25%，毛利率下降约9%。苹果公司利润率很高，但如果成本上升，他们必须决定是吸收成本还是提高价格。提高价格可能会损害消费者需求，因为消费者可能会推迟购买或选择更便宜的手机。苹果公司多年来一直在努力使其供应链多样化，但关税仍然构成重大风险。如果其他国家对苹果产品实施报复性关税，情况可能会变得更糟。
Deep Dive
Apple faces a cost conundrum due to Trump's tariffs on imports. The tariffs could significantly impact Apple's profits and force them to raise prices, potentially impacting consumer demand. Apple's diversification efforts and the possibility of retaliatory tariffs from other countries add complexity to the situation.
- Trump's tariffs could hit Apple's earnings per share by 25% and gross margins by 9%
- Raising prices could hurt consumer demand for iPhones and other Apple products
- Apple is trying to diversify its supply chain to mitigate the impact of tariffs
- Retaliatory tariffs from other countries could further harm Apple's sales
Shownotes Transcript