The administration of Donald Trump took an important Decision that directly affects technological giants Like Apple and Nvidia. Throughout a week, the “war” between China and the United States for prices had never reached levels, even reaching 125%. Something that The logistics chain made unbearable And prices for companies like Apple, with great dependence on the Asian country.
Now at Apple Park, they can breathe a little quieter. And although they already had a plan B to maintain prices as much as possible, the news published by the US Customs and Border Protection Office are A victory (and relief) for the technology sector.
Most Apple products are out of prices
The new prices had generated Concern throughout the industry. And, with this additional cost, an iPhone could cost several more dollars. I'm not even talking about whether the manufacturing was complete in the United States, which Tim Cook has already completely excluded years ago. And although it seemed that tensions could not leave on Friday evening Officially price exclusions From the United States government and there are good news.
Exclusion published yesterday Free of smartphones, laptops, hard drives and memory chips The two 125% rates sent to China and the 10% global tax that would affect almost all other countries. For Apple, this means that its main products (iPhone, iPad, Mac, Apple Watch and Airtag) are temporarily protected. With curiosity, Airpods does not appear on the list of exempt productsThis could force the company to rethink its strategy for these specific devices.
THE Exclusion of most Apple products This is excellent news. “The American technology industry has a powerful voice and, despite the strong initial resistance against the White House exemptions, the reality of the situation was finally recognized,” said Daniel Iives, analyst of Wedbush Securities.
Donald Trump and Tim Cook visiting the Texas factory where the Mac Pro is assembled
“Honestly, now I feel very comfortable with China's prices,” Trump told Air Force One journalists, Presume his relationship with Chinese President Xi Jinping. “I think something positive comes out of this,” he added. However, this measure has nuances. According to Bloomberg analysts, this could be a sign that these products will soon be subject to a different rate. Surely less than 125% original, but greater than 10% which is now.
Technological companies have saved time
Great technology has won a victory, but it's probably just a break in combat. Lobbies in the sector have constantly supported to move the final assembly of smartphones and other products in the United States It's just impossible In the short and medium term.
Foxconn Plants (apple supplier) in the city of Zhengzhou, in China.
The rate price It also benefits manufacturers of semiconductors to produce semiconductors As ASML Holding and Tokyo Electron, as well as TSMC, which recently announced significant investments in the United States. Of course, companies such as Apple or Nvidia benefit from it, but also others such as HP or Samsung.
How long will this truce last? This movement can be part of the contacts that the Trump administration begins with other countries, as part of the general break of 90 days. Although the extension has no delay. But as Wendy Cutler, former American commercial negotiator: “other companies and countries will intensify their efforts to ensure their own exceptions, complicating the negotiations in progress”.
For Apple, which was diversifying its production outside of China, in particular towards India (When about 20% of the iPhone already occurs), this break is an opportunity to continue its resettlement plans without the immediate pressure of the prices.
For the moment, this extension has no end date and is officially published. But Long -term uncertainty continues. Going from 125% to 10% during the night (literally) is something to delight, but to be confident enough to believe that it will remain like that. Of course, these technological products have great possibilities of becoming a “currency” between this “trade war” in the United States and China.
Via | Border security and bloomberg office
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