usatoday24
When Trump, asking for calm before the chaos he created, speaks of decide “instinctively” which companies will be exempt from tariffshe is making a little conceal Apple.
It is no accident that I use such a little precise term when Apple came from losing $ 700,000 million in stock market capitalization after the arrival of the new tariffs.
Apple
No Boeing, no Ford, not another American multinational. It is Apple that is in the center of the hurricane and which would be more devastated by the commercial war with China.
Why Apple?
The answer is in the figures and in political psychology. No other American company exemplifies better The globalization Trump says to fight.
- 90% of their iPhone are manufactured in China.
- Taiwan, South Korea, Vietnam and China themselves form a supplier fabric that would be impossible to replicate in the United States.
No other American company would be so affected by the new tariffs Like Apple. A strict application of 125% to China with the current scenario would shoot the price of an iPhone 16 pro max, from the current $ 1,600 (more taxes) to $ 2,300.
In addition, it is Apple’s unique position in the American imaginaryespecially important for a president as Trump. The iPhone is not just a product, it is a symbol of status and the window to the daily world for the middle of the country. It is another symbol of the world conquest from American soil, such as Coca-Cola, McDonald’s or Starbucks. An important increase in its Scottish price in your pocket for a good part of your electorate.
Cook has played its cards well. Those who follow him for the values he says may have their own opinion. Those who follow the compass of Apple’s action movement, hardly have something to reproach him here.
He has received Trump in 2025 in a much more friendly way than in 2017, when he had to collect cable. It is not the only great CEO that has taken this step. And he has maintained a low profile, something complacent, weaving a personal relationship with him.
The half billion dollars in the United States –What Trump has always mentioned that he has had occasion – he has given him the perfect coverage. It is a movement that We have already seen beforewith presidents of both signs: Apple announcing megainversions and great hiring plans that are actually not more than the natural continuation of their plans, but let each president appropriate that merit because it should have it on his side.
The ultimate goal was always to achieve another exemption, Like 2018before the foreseeable tariff in China. We already anticipate it five months ago.
The truth is that Trump needs Apple almost as much as Apple needs Trump. An inaccessible iPhone for the average American would mean a failure in its tariff policy. And a source of frustration for those who put their ballot in the urn.
The becoming well looks like a choreography:
- Trump threatens with iron fist.
- Apple trembles publicly and fleta aircraft full of iPhone Made in India To cushion the impact.
- The next will be the exemption that both parties can sell as a victory.
Trends to be shocked.
AND The market already intuits this outcome. Yesterday Apple’s action shot 15% After the announcement of The 90 -day truce For all countries except China.
Inverters do not seem to believe that Tim Apple You will pay the account in this war.
Outstanding image | Xataka, Wikimedia Commons
In Xataka | Tariffs have put Apple in the eye of the hurricane. The question is what will happen now with Samsung
GIPHY App Key not set. Please check settings