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How Apple might lessen the impact of Trump tariffs, according to analyst

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Recent import tariffs announced by US President Donald Trump also affect Apple, which relies on manufacturing hubs in different countries.
US President Donald Trump announced new tariffs for goods imported from other parts of the world. A 10% « baseline » will apply to all countries, and higher reciprocal tariffs will apply to individual countries. Apple is among the big companies affected, and its stock price fell by around 9% after the announcement.
In recent years, the Cupertino giant has started diversifying its production bases outside China, with India and Vietnam among the new locations. All of these regions house around 85-90% of Apple’s hardware assembly; however, the new policies impose tariffs of 54% (China), 26% (India), and 46% (Vietnam), respectively.
The new tariffs will contribute to a significant rise in costs for hardware exports to the US, according to Apple supply chain analyst Ming-Chi Kuo, who noted that Apple’s gross margin could drop by about 8.

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