China has not taken to respond to new tariff rates imposed By the Trump administration, further increasing the pressure on this commercial war scenario.
The new situation. After the Last climb announced on April 3the tariffs that the United States applies to imported products from China already reach 54%. In reciprocal response, China has announced a new 34%rate package. The US rates enter into force on April 9 and those of China on April 10, with a day of strategic difference.
A margin that opens the door to possible last minute negotiations to adjust or avoid the implementation of tariffs, giving time to both countries to search for agreements before the measures impact their economies. In this stage of tariff chaos there are two very important actors for the Chinese market: Huawei and Apple.
The golden opportunity for Huawei. Huawei is positioned as a key actor in technological matters with strong government support. At the beginning of 2025 it has become the Second manufacturer in Chinabehind living and just ahead of Apple. Beyond smartphones sales, Huawei is a crucial company for the country in relation to network infrastructure, manufacture of multiplatform semiconductors and software.
Currently, the company is a symbol of technological self -sufficiency, both in software and hardware. Huawei recently announced his plans to abandon Android in favor of Harmonyosa system designed for the Asian market (at least, for now), with its own development and without a trace of foreign code.
Similarly, the company has been in full commercial fight for years to be competent in the manufacture of semiconductors, currently blocked in seven nanometers lithographybut having achieved your own manufacturing With the support of SMIC, the Chinese giant for chips function.
Quota dance. Only 1%market share separate (17%) from Huawei (16%), and with an Apple (15%) that could be out of the map after the entry into force of a new 34%tariff to American products, the scenario that is drawn is that of an absolute leadership by Chinese manufacturers.
For Huawei, who has been climbing positions for a few years, it is the best possible scenario. The company is resuming its position in the market thanks to the support of the Chinese government (who has invested in national machinery for chip manufacturing and provides tax exemptions to technology like this).
It will not be the only beneficiary. With the exception of Apple, China is a market in which national companies cover full sales photography. I live, Huawei, Oppo and Honor are the best -selling brands, with quite similar figures and market share. China has been a key market for Apple for years. At the end of 2024, this territory meant about 30% of its income. However, in the first quarter of 2025 and in the middle of the commercial war, Chinese participation in Apple’s income fell to 15.83%.
An even more aggressive tariff would mean an important setback for the American company, who now faces a complicated scenario in which tariffs to countries like Vietnam or India put their manufacturing and margins strategy in check.
Five days of doubt. The reciprocal tariffs between the United States and China threaten to shake the entire world, from the drop in stock market and increase in the manufacturing costs of companies outside technology such as Niketo the hard blow suffered by practically All Big Tech.
Next week it will be crucial to know if there is room for negotiation, or if the commercial war is about to start its crudest phase.
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