*Apple Incorporated, a global technology giant and iPhone maker, manages to dodge its biggest crisis ever since the pandemic era, as United States President Donald Trump makes tariffs concession to the global technology giant on consumer electronic gadgets, as an industry analyst describes the development as 鈥榓 major relief for Apple鈥�

Gbenga Kayode | 绿帽献妻

Sequel to the latest exemption by United States (US) President Donald Trump’s tariffs concession amid the country’s sweeping tariff regime against several economies, Apple Incorporated, a global technology giant and iPhone maker, has managed to dodge its biggest crisis ever since the pandemic era, at least for the moment.

绿帽献妻 reports US President Trump, Friday, April 11, 2025, handed Apple a major victory by exempting several popular consumer electronics, including聽iPhones, iPads, Macs, Apple Watches and AirTags.

The tech company yet recorded another win, as the 10 percent tariff on goods imported from other countries has been dropped for those products, agency report said.

Prior to Trump’s tariff consideration, however, Apple reportedly, had a plan to adjust its supply chain to make more US-bound iPhones in India.

The tech giant’s plan would have been subject to far lower levies, according to report.

That, Apple executives believed, would be a near-term solution to avoid the eye-watering China tariff and stave off hefty price hikes.

Trump’s 125 percent tariffs on goods produced in China have threatened to upend the Big Tech’s supply chain as seriously as the Coronavirus pandemic did five years ago.

While a new, lower so-called sectoral tariff may still come on goods that have semiconductors – and a 20 percent tariff on China remains – the change marks a win for Apple and a consumer electronics industry that still heavily relies on the Asian nation for manufacturing.

Commenting on the development at the weekend, Evercore ISI analyst Amit Daryanani in a note stated: “This is a major relief for Apple. “The tariffs would have driven material cost inflation.”

Daryanani said he expected the shares to rally Monday, April 14, following an 11 percent rout this month.

It was also gathered the fact that the iPhone facilities in India are on pace to produce more than 30 million iPhones per year, manufacturing from that country alone could have fulfilled a fair chunk of American demand, according to report.

Apple, these days, sells about 220 million to 230 million iPhones annually, with about a third of those going to the US.

It us equally noted that such a shift in the company’s market share would be difficult to pull off without a hitch, especially because the company is already nearing production of the iPhone 17, which will be made primarily in China.

Within Apple’s operations, finance and marketing departments, fears had grown about the impact on the fall launch of new phones – and fueled a sense of dread.

The company, in just a few months, would have needed to pull off the herculean task of moving more iPhone 17 production to India or elsewhere.

It likely would have had to increase prices – something that’s still possible – and fought with suppliers for better margins.

And Apple’s famous marketing engine would have had to convince consumers it was all worth it after all.

Uncertainty still in the air?

The feeling of uncertainty remains despite Apple’s latest wins in regard to President Trump’s tariff concession.

White House policies are likely to shift again, and Apple may need to pursue more dramatic changes, report said.

At least for now, though, management of the global tech giant is breathing a sigh of relief.

Another concern is, if Apple relocates more production from China at a rapid pace, how would the country retaliate?

Apple generates about 17 percent of its revenue from the country and operates dozens of stores, making it an outlier among US-based companies.

Besides, China has launched competition inquiries into US companies and could create issues for Apple through its own customs process.

In recent years, the country has also banned iPhones, among other US-designed devices, from its legion of government workers.

That followed a US crackdown on Chinese technology champion Huawei Technologies Co.

The iPhone is Apple’s biggest moneymaker, and about 87 percent of them are produced in China, according to estimates from Morgan Stanley.

About four in five iPads also are made in the country, along with 60 percent of Macs.

In all, those products are responsible for about 75 percent of Apple’s annual revenue. Still, the company now builds nearly all of its Apple Watches and AirPods in Vietnam.

Some iPads and Macs are also manufactured in that country, and Mac production is expanding in Malaysia and Thailand.

The company generates about 38 percent of its iPad sales in the US, as well as about half its Mac, Apple Watch and AirPods revenue, Morgan Stanley estimates.

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