Overview

• President Trump's 104% tariffs on Chinese imports, effective April 9, 2025, significantly impact Apple's supply chain and manufacturing costs.
• Analysts predict Apple will absorb most tariff-related costs due to thin supply chain margins, limiting extreme price increases for consumers.
• Apple's likely pricing strategies include a global price increase of 3-6% or a U.S.-specific hike of 10-19%, with some forecasts warning of potential jumps exceeding 40% for certain models.
• Concerns over future price increases have driven a surge in Apple store traffic, as customers upgrade their devices to avoid higher costs.
• Apple has not disclosed specific sales data, but reports suggest a temporary sales boost as consumers act preemptively against tariff-driven price changes.