The scenario of Commercial War between the United States and China is generating an uncomfortable emotion in some of the technological giants: absolute panic by what may happen in the coming months. The supply chain is intended to change, and manufacturers live an uncertainty that increases for weeks.
Some of them have begun to move, from Apple to Nintendo, with a clear objective. The collection of as many product units is possible to avoid a greater impact.
Standby, not a real pause. The current status of tariffs is that of a ninety -day pause. With the numbers that are right now on the table, the products imported from China to the United States suffer a 145%tariff. The global is set at 10%.
They are numbers that are of little use since, since the beginning of the month, they have suffered a practically weekly dance. The situation at the time we write this piece is from standby, but could change completely in a matter of time.
Apple, the first to move file. According to sources of Reuters, Apple fought 600 tons of iPhones in airplanes from India to the United States. A total of six commercial flights with a million and a half devices in total.
A decision that would be accompanied by An increase in India production of 20%in order to mitigate the impact of tariffs. They are still ridiculous figures compared to the bulk global sales of the iPhone, which exceeds 100 million annually.
Nintendo and Switch 2. The Gaming Estrella product in this first half of the year was the new Nintendo Switch 2a device that started from 469.99 euros, but for which price increases are not ruled out.
Just a few days after its launch, Nintendo announced The postponement of reservations in the United States. According to sources of Bloombergthe Japanese company is sending thousands of consoles From Vietnam to the United States. The objective is simple: introduce in American territory as many consoles made of China as possible.
Consumers begin to answer. The fear of future price increases is not affecting only manufacturers, consumers too They begin to answer. Sources of Bloomberg They ensure that in just a weekend the influx to the American app store has been similar to that of the Christmas campaign, one of the most powerful for Apple.
“Sales of networks in North America grew very strong when benefiting from the awarded contracts and the accelerated investment of customers, partly reflecting the uncertainty of tariffs”
Manufacturers such as Ericsson have triggered their sales in the first quarter in American territory by 64%, to some extent due to an acceleration in investments in networks infrastructure caused by uncertainty.
It is not enough. The world is beginning to respond to the possible stage of a 145%tariff, but neither charting airplanes nor increase production in other countries will be sufficient.
The industry is condemned to raise prices to survive, as well as to look for alternative routes for a production chain that has been optimizing for more than two decades.
Image | Xataka and Pixabay
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