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Other Will you still buy an iPhone after tariffs?

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There will be a lot of grey market imported phones in the U.S. soon.

The component makers don't have any room to be squeezed. There's little competition as well. Apple can't use YMTC flash for example, so what are they going to do? It's only a choice between Kioxia and Samsung. Same with OLED panels.
 
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klowy79 said:
There are no tariffs on electronics right now in the EU. Also, iPhones don't come from the US.
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Apple could increase prices in other markets to balance things. So instead of increasing the price $200 for USA buyers to offset the tariffs, just increase it $100 and then get increase it another 100€ in UE.
So the hit is lower for USA customers and also it can seem that is not related to the tariffs and more like a worldwide price hike. Then if the tariffs go away or whatever, they don’t need to lower the prices again.
 
For me, probably not. I somewhat wanted to switch from Android to Apple but this makes it easier for me to save money now since my S22 still gets the job done for me.

Biro said:
That’s exactly what I did, picking up a Nikon Z5II on preorder and two lenses before the April 9th deadline. Nikon guru Thom Hogan has some additional words on that front:

More on the Tariff Situation | Cameras and Photography Explained | Thom Hogan

Further information about how the Trump tariffs are likely to impact the camera business
www.bythom.com www.bythom.com
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Nice! I think you'll be really happy with the Z5 II and it should be a really solid camera for the price. I would have picked one up if I didn't have a Z6 III already.
 
sw1tcher said:
Sigh!

You don't think Apple will speak with all their suppliers to see where costs can be cut? Walmart is already doing it


April 1 (Reuters) - U.S. retailing giant Walmart is continuing to push Chinese suppliers to cut prices to offset President Donald Trump's tariffs, Bloomberg News reported on Tuesday, citing people familiar with the matter.


So are Costco and Target


March 18 (Reuters) - Costco Wholesale is pressuring mainland China suppliers to cut prices in response to U.S. tariffs, The Financial Times reported on Tuesday, citing two suppliers.

Costco's Chief Executive Officer Ron Vachris had said that the company would consider modifying its international supply chain if tariffs result in significant price increases, during their quarterly earnings call earlier this month.


You want me to believe Apple won't do the same thing? That's what I mean by everyone up and down the supply chain cooperating and working together to absorb some of the tariffs. The threat of Apple using a different supplier or huge loss of sales for Apple's component suppliers would be a strong motivator for them to reduce component prices.
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The difference is there are many suppliers for lawn chairs, socks, toaster ovens, and cashews.

There are like three NAND players in the world that can supply at Apple's scale. There's literally only Foxconn and Jabil for enclosures. Sony is the only real player for quality camera sensors. The next one is OmniVision.

Apple's supply chain is already lean as it can be. The only way Apple can cut is operations and jobs in the U.S. and wasteful R&D spending like Vision Pro.
 
There will be higher prices, but by how much? Who knows. Too expensive and people will skip this year's phone and wait. I wish I could sneek a peak at the minutes of those Apple board meetings... 😅
 
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jdavid_rp said:
Apple could increase prices in other markets to balance things. So instead of increasing the price $200 for USA buyers to offset the tariffs, just increase it $100 and then get increase it another 100€ in UE.
So the hit is lower for USA customers and also it can seem that is not related to the tariffs and more like a worldwide price hike. Then if the tariffs go away or whatever, they don’t need to lower the prices again.
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That would result in lower sales, so the effect would not be very effective. Unlike the U.S., most other markets have actual competition from Chinese phones and are far more price sensitive.
 
JaredJenkinsDesign said:
For me, probably not. I somewhat wanted to switch from Android to Apple but this makes it easier for me to save money now since my S22 still gets the job done for me.



Nice! I think you'll be really happy with the Z5 II and it should be a really solid camera for the price. I would have picked one up if I didn't have a Z6 III already.
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Thanks. I have a Z8 but sometimes I don’t want to carry a camera of that size and weight. I was strongly considering the Z6 III but the Z5 II still seems to be fast enough even for sports photography… and comes in $800 cheaper than the Z6 III.
 
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jdavid_rp said:
Apple could increase prices in other markets to balance things. So instead of increasing the price $200 for USA buyers to offset the tariffs, just increase it $100 and then get increase it another 100€ in UE.
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This is the scenario in which I won't buy any further Apple products - as a matter of principle.

But keep in mind publicity these tariffs have gotten - even among ordinary people with little interest in economics and international trade. And the they were introduced by Trump - arguably the most "controversial" U.S. president in recent history (inside, and probably even more so outside of the U.S. themselves).

So don't be surprised if foreign media pounce on the story of Apple "overcharging" and European (or other countries') consumers indirectly paying U.S. tariffs.

On phones that were considered "expensive" - overall AND compared to U.S. American pricing.

That, along with (in the minds of ordinary people) Apple evading European tax, being overly restrictive and not "playing fair" with their software and App Store policies may well turn the tide against them and slowly erode market share.
 
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Whether or not he truly holds his position on the tariffs is yet to be seen, but it feels like he just wants to force CEO's and world leaders to visit him in Florida. Edit: So, I think it's too soon to be making assumptions and decisions about iPhone purchases involving tariffs.

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anakin44011 said:
Something isn't adding up (actually a lot of things aren't adding up).

Apple has announced it will invest $500 billion in the US. Trump even quoted it in the preamble to his tariff announcement.

Quite simply, if that doesn't provide some sort of tariff relief for Apple, then Apple can choose to invest (at least some of it) elsewhere. From that perspective, Apple might hold more cards than, say, Samsung.

Now, compare this to cameras. Nearly all high end cameras (Sony, Canon, Fuji, Panasonic, Nikon) are made in Asia. Just for the economies of scale, (let alone CAPEX and Labor) it makes no sense for any of them to invest in redundant manufacturing in the USA. Therefore, one simple conference call among CEOs can assure everyone to shrug and just let Americans pay the same tariffs across all the brands. It will probably depress overall sales for a bit...but equally across all brands.

So if you plan to purchase a camera (or lens, or anything else that is a similar category), you may wish to consider that before an iPhone.
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Trump could be using tariffs as way to renegotiate agreements, and put pressure on manufacturers to build in the USA

There's another piece to the puzzle for example in case of a world war breaking out those newly built car plants could be converted into mass armament equipment factories. It already happened when America entered WWII.

Still a good thing to see iPhone made in the USA but they'll be very expensive as Apple wants to keep high profit margins.
 
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Why would the cost go up 54% when tariffs are put on the import value not the retail price
 
digimc said:
That is actually what many people are thinking is going to happen. Trump is just playing games with our largest trading partners. He makes them sweat and then like the "brilliant" business man he thinks he is, he calls them up at the last minute and says "let's negotiate a new trade deal".

Then he gets to count that as a win, while stroking his ego.
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And killing my 401k
 
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Moderator Note:

Get back on topic. Thread is getting close to being closed as things keep drifting into political commentary.
 
IJustWannaTalk said:
This would take YEARS to implement, and isn't likely because few companies would invest in a country that isn't consistent with their economic policy.
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Absolutely, building factories isn't that simple but in the end big corpos are after profit it's up to them to decide pay 60%+ extra tax or manufacture locally and pay higher wages than what they're used to pay in China and Vietnam.
 
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No in case they go up in Europe too, as the US price dictates the international one with Apple. I’m European and find a lot of the products hard to justify already, they’re more expensive here.
 
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