The decision of the President of the United States, Donald Trump, to exclude certain technological products manufactured in China from the new rate package. In a movement that surprised analysts and multinational companies, the 145% prices that would initially apply to Chinese imports will not affect devices such as mobile phones, laptops, semiconductors and other strategic electronic components.
The news, which was known by a declaration of American customs and border protection Like Apple, Nvidia, Dell or Samsung, many of whom assemble and manufacture most of their products in Chinese territory or in countries that are affected by prices without this exemption. The measure would also seek to contain the impact on consumers, by avoiding an epidemic of end selling price.
What products affect exclusion?
Among the devices that are out of taxes are the iPhone, iPads, Macs, IT processors, hard drives, solar panels, memory cards and solid units. The machines used in the production of semiconductors are also exempt, which represents a clear wink for companies such as Taiwan Semiconductor Manufacturing, ASML and Tokyo Electron, fundamental for the flea manufacturing chain.
The measure, which will be retroactive since April 5, joins the 90 -day truce announced by Trump in the imposition of prices for all countries except China. This means that electronic products that enter the United States or leave the deposit of this date will be exempt from the basic rate of 10% and 145% specific to China. For its part, the Asian giant responded with a rate of 125% to American assets.
Impact on apple and technology industry
Apple, whose production depends on more than 90% of factories located in China, was among the most exposed to the direct effects of prices. An equivalent tax increase could have increased the price of an iPhone at levels close to 3,500 dollars in some high -end models, according to expert calculations. Uncertainty has led many American users to anticipate a possible increase in prices and empty stores during the days preceding the official announcement of the exemption.
Definitive measure or momentary relief?
Although the exemption represents a victory for the technological sector, the experts warn that it is a provisional relief. The exemptions come from an initial command which avoided the duplicity of prices on the products which had already applied general prices. This means that new specific rates could be implemented in the near future, in particular on goods containing sensitive components such as semiconductors or technology associated with artificial intelligence. Attention should be paid to the way price strategies could be assigned in the future.
From the White House, it has been disclosed that the executive is working in a new research on foreign dependence of fleas and other strategic productsThis could lead to selective prices later. In particular, Trump promised to impose additional rates on semiconductors, although they were not yet completely completed.
China's response and the new phase of the conflict
Meanwhile, China has not ended up with crosses. The Asian country has tightened its position by applying a 125% rate to American products And raised his criticism of Trump's unilateral approach. The Beijing Government has described the American president's trade measures as a form of unjustified coercion that goes against the global economic system.
In addition to prices, China has taken additional measures such as the suspension of key imports, restricting exports of strategic minerals and including American companies in black lists. All this further complicates the economic relations between the two powers and aggravates the uncertainty of the multinationals which operate between the two markets. This could also affect the launch and production of new iPhone models in the future.
Tensions also have a political and symbolic dimension. The Chinese president, Xi Jinping, publicly underlined his rejection of intimidating practices and asked Europe collaboration to defend inclusive economic globalization against protectionist measures.
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