tariffs

The US tariffs are a weapon of mass destruction in the Tech industry. Except for Chinese mobiles

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The 104% tariff Chinese tax By the Trump administration it will shake the foundations of the smartphone industry. Apple and Samsungthe two great actors in the sector, base a good part of their manufacturing strategy in countries especially penalized by these new measures. However, Chinese mobile phone manufacturers could better overcome the blow. Thanks to a strategy focused for years in international expansion and markets outside the United States, their direct exposure to the impact of these tariffs aims to be considerably less. 104%. USA He has officialized a 104% tariff to imports from China, carrying The commercial war between both countries to its peak maximum and leading us to a night of movement in the markets. The consequences have been immediate: Fall of almost 5% in Bag for Apple generalized in the rest of great technology, with the uncertainty of a new commercial scenario that will shake its current strategies. Chinese and United States manufacturers. For Apple and Samsung Import products manufactured in China or Vietnam to the United States will involve an increase in simply unassumable costs without price increases. A case that barely applies Chinese manufacturers, since they have never had too much presence in the country. Giants such as Xiaomi, Oppo or Vivo do not sell smartphones in the United States. However, OnePlus, TCL and Motorola (Property of the China Lenovo) do have a presence in the territory. In fact, Lenovo is the third smartphone manufacturer in the United States. The Lenovo case. Motorola and Lenovo are in the most compromised situation after the entry into force of tariffs. The manufacture of its devices is focused on countries such as China, Brazil and India. Importing the United States with 104% tariffs is simply unfeasible for the company, which would have to move its production chain outside China to survive in the United States. Although not even maintaining a diversified production would be sufficient to partially overcome the impact of tariffs. The Type imposed on Brazil is 10% (the minimum threshold), while that of India amounts to 26%. A 10% tariff is assumed through a light rise hybrid strategy and cost absorption. One of almost 30% requires more drastic measures. The consequences for the rest. On the side of OnePlus and TCL, despite being Chinese manufacturers, they have been making production to countries like India and Brazil for years, diversifying strategy for their product assembly. A diversification that is not enough to overcome tariffs, since the bulk of manufacturing remains in China. The only solution? Move in record time the production outside your native country and centralize efforts in external factories. A withdrawal on time. The most likely scenario after the implementation of tariffs is the disappearance of the little Asian trace that remains in the United States. With the exception of Motorola/Lenovo, this has never been a market to be conquered by China, a position that aims to reaffirm after the crossed commercial war. Beyond mobile phones, companies like Xiaomi, which They sell household products and monitors In the United States, they will have it difficult to maintain presence in the country without raising prices abruptly. A global impact. If manufacturers such as Motorola renounce the US market, with the consequent loss of income that this would entail, an increase in prices globally seems inevitable to alleviate the effects of losing presence in a key territory. Companies such as OnePlus, TCL or Xiaomi, with a minimum presence there, would have it easier to absorb part of this small loss and not end up moving costs to consumers outside the US. Despite this, not everything is so simple. Although Chinese brands do not sell mobiles significantly in the US market, they do have a presence in other categories such as televisions, monitors and home devices. The unknown is whether they will choose to compensate for the blow by increasing prices only in those lines, or if they will end up moving the extra cost to their entire catalog, including smartphones. THE WAR OF COMPONENTS. The main Chinese manufacturers use American components, such as Qualcomm processors or Corning Gorilla Glass crystals. At the moment, this situation would be under doubt, since Qualcomm subcontracts the production of its chips to Taiwanese giants such as TSMC or Samsung Foundry (South Korea). Something similar happens with manufacturers such as Corning, which diversifies production with plants in Asia and Europe to meet global demand. Given that US sanctions They prevent American memoirs from selling their most sophisticated integrated circuits to their Chinese clients, China does not have it easy to reduce dependence on the United States. Image | Xataka In Xataka | Brussels Baraja tariffs of 10% and 25% to US products. The measure aims to take its toll on the European consumer

The European car industry has a problem with US tariffs. Your solution is surprising: India

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An attack in a commercial war, a negotiation proposal and a closed door to lime and song. This can be summarized in the last days in the relationship between the United States and the European Union. On April 2, Donald Trump confirmed that the 25% tariffs on cars and the pieces for their production that will go through their borders. At the same time, he also confirmed that he would apply tariffs to almost all countries in the world. The base rate of these last tariffs is 10%. From there, the United States will apply tariffs that climb depending on the commercial deficit that has with those countries and that, according to its president, apply hidden commercial barriers. The European Union will pay 20%. Japan 24%. The threat already amounts to 104% for China. The answers have been diverse. China answered the first tariffs raising commercial barriers, which has cost him the threat we wrote above. Japan has sent emissaries to try to reach an agreement. Europe has put its own proposal on the table: 0% tariffs in the two directions For cars and industrial goods. The answer has been overwhelming. For Donald Trump this is not enough and is not open to negotiate in those terms. In the air a trade is at stake that in 2024 moved 38.9 billion euros. They are the ones paid by the United States for cars from Europe. To them we must add those manufactured by European companies in Mexico and Canada, to which these commercial barriers are also applied. The measure is hard and puts a sector, that of the automobile, which uses more than 13 million people in Europe and did not cross their best moment. In China, European manufacturers are finding huge difficulties in placing their cars now that the market has set their eyes on local manufacturers. In the United States, the production of the product only leaves three ways. One of them is to stop sending cars or stop selling them, as Volkswagen and Mercedes are doing with some models. The second option is manufacture locally But limiting the pieces that arrive from the outside, which is a expensive reinvestment. The third, and last, is to absorb tariffs to a greater or lesser extent and try to limit the rise in the final price. All these options attack the results account of the great European manufacturers. Good because they will sell less, because it will cost them more expensive to manufacture or for the sum of both conditions. Therefore, they already look where their factories or their products can be transferred. India seems to open the arms. 100% to 10% The Indian market is unexplored by large European manufacturers. The difficulties in operating there are maximum. The example is totally contrary to Japanese. In the Japanese country There are no tariffs to the importation of vehicles for local sale. However, the client is particular. In the big cities You can barely sell cars Because regulations on space force a parking space. They do not require Kei Caran extremely narrow and cheap type of car that in Japan dominates perfectly. India, however, is a very protectionist country. Tesla knows the challenge. In 2016 he already tried to enter there opening reserves of their cars for 1,000 euros. Almost a decade later their owners did not have the car or money. Tariffs are 15%… as long as Do not enroll more than 8,000 units When it comes to an electric. An extremely low figure that discourages the industry to sell large amounts of vehicles. Especially since they demand three -year investments seen In addition, so far they have had another problem. The potential client needs extremely cheap cars and with Very specific technical issuesas a free height to the ground higher than usual since the roads are in very poor condition. Adapting cars is a company to spend money on developing a product that must compete in extremely low prices. However, Europe seems to be willing to reach an agreement with India. And India is willing to listen to Europe and open the door. This is what they maintain in Reuters which ensure that the European Union and the Asian country are looking for a Agreement to reduce tariffs of import that are now 100%. In the news agency they point out, however, that although India is willing to reach a 10%tariff. Local manufacturers such as Tata or Mahindra press to impose their conditions. These are not going down 70% in tariffs on gasoline cars and gradually reduce tariffs up to 30% in successive phases. Of course, in the case of the electric car they do not want to reduce tariffs until 2029. Negotiation comes just when the United States has also pointed in the same direction. As we counted, Tesla has long wants to enter the market but Negotiations have intensified Since 2023. A four million vehicle market is juicy enough to seek solutions now that relations between the United States and Europe harden. Manufacturing in India is also an opportunity for manufacturers to give out to their lowest vehicles. The industry has long proclaimed that selling electric cars of 20,000 euros is not profitable in current conditions. That’s why Automotive News He pointed out that the Volkswagen Group has been evaluating this possibility. Carlos Tavares, at the head of Stellantis in 2022, I also pointed that India was one of the markets to conquer. And, according to ReutersByd has also shown interest in entering the country. Photo | Suroor Haider and Volkswagen In Xataka | “A hole we have never seen”: 25% tariff

Tariffs have returned to the harsh reality

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The luxury car market has always stood out for the Exclusivity and scarcity marketingso your clients are accustomed to waiting for two years and exorbitant prices in Customization concept. However, the imposition of tariffs To the Trump automobile sector, draws a new scenario that considerably increases the price of cars that already They are very high. How do the world’s most prestigious brands respond to these challenges? Tariffs and their impact on the automobile sector Unlike Generalist automobile sectorin which manufacturers have distributed factories in various parts of the world, manufacturers of supercoches or luxury cars tThey have a much more localized production. Its annual production is not measured in millions of units manufactured as in the generalists, but in hundreds and even in a few tens of cars a year. This leaves these manufacturers in a very delicate position because they do not have the same capacity to move their production (or part of it) to the US to avoid tariffs. Therefore, luxury brands such as Ferrari, Lamborghini, Rolls-Royce, Porsche and Jaguar already prepare their strategy to face the new tariff policies for their US clients. Policy change has caught manufacturers at a time of expansion to the US, after Sales fall in China who have experienced brands such as Ferrari or Porsche in 2024. These brands looked at the US hoping to expand their market share there to compensate for the fall in China. Apply a overruns up to 25% To their products will complicate the expansion in this market, so they have had to rethink their strategies. Each brand has opted for a different solution. Ferrari: Price increases in direct response Ferrari has been one of the first luxury brands to adopt a position against tariffs: it will assume part of the tariff cost, and the prices of some of its best -selling models in the US will increase by 10% to compensate for it. In statements for CNBCBenedetto Vigna, CEO of Ferrari, said that, although it is true that Ferrari buyers have a High purchasing powerthe company is aware of not moving all the additional cost of the measure. “When we consider the client, we consider that, to buy a Ferrari, these people have to work. We have to respect them. Because for us, the most important thing is the client. Therefore, we must ensure to treat them correctly,” said Vigna. In a Communicated statement By Ferrari, the manufacturer announced that it maintained the same commercial conditions before April 2 for Ferrari 296, SF90 and Rome, regardless of the import date. For the rest of the models, Ferrari establishes that they will be affected by a 10% increase for all models that have been imported after April 2, including the SUV Purosangue12Cilindri and the Ferrari F80. Therefore, Ferrari’s strategy is to maintain its profit margin without giving up the quality and exclusivity that defines its vehicles. According to data De Ferrari, of the 13,752 vehicles that left Maranello in 2024, 3,452 did it to the US, which reflects the importance of the North American market for the Italian brand. Porsche use Volkswagen as lifeguards Although Porsche has not yet adopted an official position in this regard, Oliver Blume, executive director of Volkswagen, declared In an interview with CNBC that the supercar manufacturer He could benefit from his alliance with Volkswagen to manufacture some of its models in the factories that the German group has in the US. “We have an industrial cooperation agreement with Volkswagen and, in the end, we are working closely together, so this should play a role,” said Blume. This movement would allow him to avoid the import cost for some of his models, which would reduce the final invoice of the application of tariffs, although the brand has not spoken about a price policy about it. According to published German half hAndelsblattPorsche is considering taking part of its SUVs segment and electrical models to US territory, taking advantage of the facilities that Volkswagen has in Chattanooga (Tennessee). Beyond the problems posed by tariffs, Porsche faces a complicated year in terms of sales. According to The published by The Guardianits sales in China and Europe have resent this first quarter and, although it has registered a 37% sales rebound in the US, this may be due to delayed orders from 2024 by the rates to the Chinese components of Europeand the anticipation of purchases due to the entry into force of tariffs. Lamborghini: Alternative scenarios before the tariffs Lamborghini’s response has been less direct than Ferrari’s and It still does not have an official position about itbut USA represents a 30% of total sales that the brand did in 2024. The Italian supercar manufacturer has indicated that he is evaluating different scenarios to manage the Impact of US tariffs. Stephan Winkelmann, CEO of Lamborghini, declared to Bloomberg that “we constantly work to keep up on the situation. We have daily meetings, in which you participate personally, and have personnel who analyze the situation constantly.” Like Porsche, Lamborghini belongs to the Volkswagen Group, so the option of moving part of the production is a possible output. However, His supercoches They have a great dependence on European components, which complicates their transfer. “If there are problems in the supply chain, we must address them; this is what we did during the Covid,” Winkelmann said. Rolls-Royce: Tariffs, what tariffs? In the case of Rolls-Royce, the British brand has decided maintain its production in Europe and will not move to the United Statesdespite tariffs. A brand spokesman said that: “We are currently evaluating the announcement in detail and we ask for its understanding since we cannot make more comments at this time.” This is due to the profile of their clients, who tend to be extremely rich and less sensitive to price increases. Rolls-Royce has declared that, although tariffs increase import costs, they trust that their customers in the US are willing to absorb those additional expenses. This position reinforces the ultraexclusive character of the brand … Read more

The US tariffs are already hurting two of the companies that support Taiwan’s economy: TSMC and Foxconn

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Tariffs officialized by the US government on April 3 They are wreaking havoc on the entire planet. These taxes penalize Vietnam with a 46%surcharge; to Cambodia, with 49%; to China, with 34% that adds to the tariffs that the US administration had already previously approved to make a total of 54%; either Taiwan with 32%among many other countries with which the nation led by Donald Trump maintains commercial relations. The relationship that the US and Taiwan maintains is singular. From a geostrategic point of view they go hand in hand with the purpose of defend their interests against China. However, the current US administration is determined to take the necessary measures to re -lead the semiconductor manufacturing industry as it did until the mid -80s and Taiwan is an obstacle. A very big one. After all, TSMC, The largest integrated circuit manufacturer on the planetIt is a Taiwanese company. Taiwan’s bag is already collapsing Donald Trump’s plan and his collaborators require that the US acquires the ability to manufacture all the avant -garde chips that currently come from Taiwan, or, to a lesser extent, from South Korea. And is that a good part of the GPUs for artificial intelligence (AI) that design Nvidia, AMD, brains or Amazon, among other American companies, leave the latest generation plants that TSMC has in their country of origin. The announcement of the new tariffs is already seriously damaging some of the companies that support Taiwan’s economy, such as TSMC or Foxconn If we stick to Taiwan the US tariffs seek to encourage the transfer of TSMC, UMC production plants and other Taiwanese companies to the US to, thus, avoid tariffs. In fact, TSMC is getting ready Several avant -garde plants in Arizona (USA), and one of them is about to start large -scale advanced chips production. In any case, the announcement of the new tariffs is already seriously damaging some of the companies that support Taiwan’s economy, such as TSMC or Foxconn. Just 24 hours ago the Taiwan bag almost 10% collapsed in which it is already its most pronounced fall in one day. The coup de grace was given the officialization last Thursday by the US government of the imposition of the 32% tariffs that I have mentioned a few lines above. According to Reutersthe announcement of the US administration has caused many investors to sell their shares of large technology companies. And, apparently, TSMC and Foxconn are two of the most affected. In addition, it is not any two companies. Not much less. Chips are fundamental for the support of Taiwan’s economy. And it is evident that TSMC is your crown jewel In this industry. AND Foxconn leads the global industry of the manufacture of consumer electronics devices. In fact, it is a fundamental pillar in Apple’s supply chain, Sony, Nintendo, Microsoft, HP or Dell, among many other companies. The Taiwan government has responded rapidly creating a fund of 2,650 million dollars that seeks to help the companies most damaged by the new US rules. And President Lai Ching-te has announced that he will strengthen economic ties with the country of Donald Trump with the purpose of finally eliminating tariffs between both nations. We will see what happens finally, but Some specialized analysts In economics they predict that Taiwan will fall into a short -term recession. Image | Foxconn More information | Reuters In Xataka | The USA hits China again with a double purpose: to stop the development of its hypersonic superorders and missiles In Xataka | What’s behind the chips megafabrica that TSMC and Samsung plan to build in Arab Emirates

Tariffs pose price increases in all types of products. Digital services are not going to escape

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On January 20, 2025 there were five very special guests to Donald Trump’s investiture ceremony. Were nothing less That Mark Zuckerberg, Jeff Bezos, Sundar Pichai, Elon Musk and Tim Cook, the CEO or founders of five of the most important technology companies on the planet. Then things happened. Billionaire losses. Three months later the companies of these five leaders have lost 1.26 billion dollars, An absolutely colossal figure. Donald Trump tariff All products that we buy and consume They rise appreciable. The services are not safe. However, what will happen to digital services? Taking into account that they are intangible, almost ethereal products, one might think that they will be safe from those increases, but we fear that there will also be important increases in these services. Infrastructure after service. The reason is clear: to provide these services services make use of data centersservers and components that will end up more. And if maintaining and providing these services costs companies more, it is logical to think that this cost increase will end up impacting users and customers. Subscriptions more expensive than ever. Thus, it seems that we will end up paying (even) more for being able to use Netflix, Spotify, Microsoft 365 or, of course, our subscription to Chatgpt Plus. Here the dominoes will fall everywhere, and it is expected that the digital services that users and companies use daily rise. We will buy less (and less imported products). As they point out In The New York Timesthere are outstanding examples such as internet payment intermediaries and of course electronic commerce platforms such as Amazon. If, for example, in the US, fewer people buy products imported from abroad – because tariffs will make them much more expensive – both Amazon itself and payment processing entities such as banks or services such as Paypall will suffer the consequences. And the EU prepares tariffs for those services. One of the possible EU responses to the tariffs Trump has announced for member countries (20%, without differentiating by country) is that of impose tariffs to services exports by the Big Tech. China exports goods, but USA exports services. The United States is the largest digital services exporter in the world. According to the analyst Jerry Ar P., in 2022 the United States exported digital services to Europe worth 187,000 million dollars, more than 25% of the total. Tariffs would clearly affect the US revenues due to these exports of digital services, and this consultant estimates that in 2022 these digital services represented 2.5% of the US GDP. Unpredictable collateral effects. The implementation of these tariffs on digital services raises notable consequences for the US economy and, of course, for global finances. North American technological ones who nourish these exports would be the clear victims, and there would also be a direct effect on their templates not only in that country, but globally. The market capitalization of these companies would probably also fall, triggering clearly clear effects in all types of areas, not only at the economic level but also at the diplomatic level. Image | Xataka with chatgpt In Xataka | The great technology built their empires in a connected world. Now that world is falling apart

Brussels Baraja tariffs of 10% and 25% to US products. The measure aims to take its toll on the European consumer

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We are attending a new climbing in the commercial war between Brussels and Washington. According to the EFE agencythe European Commission proposes to impose 10% and 25% tariffs to certain imported products from the United States. A proposal that, if progress, could have direct consequences for European consumers. The product list. Although the complete list of goods subject to the new tariffs proposed by the European Commission is not yet known, Bloomberg has had access to a document that includes dozens of categories. At the moment, there are two notable absences: digital services and whiskey. This is what appears on the list. Consumer and leisure goods: Appliances Motorcycles Recreation vessels Naipes Luxury products and others: Food products: Embutidos Corral birds and other agricultural products Personal and health care products: Industrial and Security Materials: Two possible tariffs. Bloomberg points out that most of the products included in the proposal would be subject to a 25%tariff, while a minority would face one of 10%. For now, it is not defined what percentage will apply to each category, so we will have to wait for the publication of the official document to know the details. Without bourbon on stage. As we point out, the final proposal does not include alcoholic beverages such as Bourbon whiskey, leaving out the 50% tariff that was initially shuffled. According to ReutersBrussels would have made this decision to avoid the 200% tariff to alcoholic beverages in the EU with which Trump threatened in case that measure went ahead. It is not yet official. 10% and 25% tariffs remain, for now, a proposal. Its public diffusion can be interpreted as a way of measuring the land in full commercial escalation. In any case, it is planned to be approved at the end of this week and enter into force on April 25. The collection, however, would begin in mid -May. View price increase. Tariffs, As explained by Tax Foundationthey function as taxes applied to imports. In practice, this additional cost is rarely assumed by companies: it ends up impacting directly on the consumer pocket. So if we are approved we will probably see products from the most expensive US. Images | European Parliament | The White House In Xataka | There is a clear winner with the 25% tariffs to the car: it is called byd and represents everything that China has to win

Manufacturing the iPhone 16 Pro of 256 GB in China costs 550 dollars today. With tariffs it will cost $ 850

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The Donald Trump tariffs They are about to unleash A global commercial warand one of the most obvious consequences is clear: everything will cost more. The question, of course, is how much more, and for that we have a good example of reference: Apple’s iPhone, which takes years Trying to diversify your logistics and manufacturing. Goodbye to the iphone of 999 departure dollars? We have been for almost a decade during which Apple has always maintained the starting price of its best iPhone, which was always at $ 999. There were sections with which the firm played to maintain that bar, such as storage capacity, but That price label was consistent. Now it can stop being. Tariffs in sight. Apple manufactures a good part of the iPhone in China, and there the total tariffs will be 54%, a spectacular figure that threatens notable price increases for iPhone. Other Apple products are manufactured in others Asian countries like India (25% of tariffs), Vietnam (46%), Malaysia (24%), Thailand (37%) or Indonesia (32%). Price increases seem practically inevitable. This is hard to make an iPhone now. A study of The Wall Street Journal He points out how the iPhone 16 Pro of 256 GB has a “material bill” of 550 dollars according to data from the Wayne Lam analyst in Techinsights. If we add the assembly and test costs the cost rises to $ 580. And this is what can cost with tariffs. But if we take into account the tariffs that theoretically apply to products imported from China, the iPhone would leave 54% more expensive, which places that cost of 550 dollars in $ 850. The difference is brutal, and obviously Apple would be forced to break the tradition and raise the starting price of these devices. And there is no easy solution (and less in the short term). Dontald Trump’s apparent obsession with tariffs makes potential negotiations They probably don’t get to anything. Apple could manufacture its iPhone in the US, but you can’t do something like that from morning to night, and the firm will have to adapt its prices worldwide. And manufacturing in the US would also be much more expensive. Migrating production to the US does not guarantee that the problem is solved. According to LAM, labor to assemble the mobile that costs $ 30 could cost $ 300 in the United States. And if each component also rises in price, the final cost of the device could become prohibitive for many people. In fact, the alternative you start talking about is Iphones subscriptions. If you have to upload prices, they will upload them. Apple will not shake your pulse when rising prices. They have done it in the past. It happened in 2022 in Japan when Yen was especially weakFor example. That same year we had some that came out especially expensive for inflation. The first harmed by all these circumstances will undoubtedly use users. The iPhone as a terrifying example of everything else. The example of the iPhone manufacturing price increase is an excellent and terrifying example of what can happen with any consumption product that is manufactured in China and wants to be sold in the US. Although it seems that the problem should only affect them, it actually affects everyone: if Apple or any other firm raises the prices of their products for tariffs, it will do it proportionally in all the countries in which it sells them. In Xataka | A 54%tariff, an iPhone of $ 2,300 and no easy output for Apple

Apple’s great opportunity is to use tariffs to meet an old yearning: the iPhone under subscription

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The new tariffs imposed by Donald Trump are onesignificant oreza For the pricing strategy of technological giants such as Apple. He $ 2,300 iPhone It seems unlikely, but traveling the path of the final increase resonates with much more force than remarkably sacrifice the profit margin. This tariff storm is the perfect setting for a plan that Apple has been finalizing for more than three years, According to rumors: that of an iPhone model under subscription. Breaking the psychological barrier of $ 999 will not be easy for the American buyer (as well as breaking the 1,500 euros for PRO Models in Europe), but paying a monthly fee is something that users are increasingly willing. Plan A, upload the price of the iPhone. If the question is what will happen to the price of the iPhone is that nobody knows. The key to this issue is that, according to analysis of Rosenblatt SecuritiesApple would need to raise the price of its star device to 43% to maintain current margins. In other words, more than $ 1,400 for iPhone 17 Pro Base, and more than $ 1,100 for 17, which currently costs $ 799 more taxes in the United States. Prices that would completely break Apple’s strategy and whose acceptance by buyers does not seem likely. Plan B, absorb costs. Absorbing tariff costs is the second way to travel. One in which the profit margin, historically lasted by Apple (around 25%), would be remarkably diminished. In this scenario, the accounts do not come out. Apple would need a hybrid strategy, absorbing a certain part of the costs and raising the price of its products in a not so abrupt way. A combination to alleviate the effect of tariffs and try to keep demand. Plan C, the Gold Plan. In front of both situations, a third scenario arises. One that analysts have been predicting for years and that is raised as a caramel for Apple: The iPhone under subscription. A plan that houses with Apple’s strategy to continue focusing on revenue from services, and that would allow access to the latest iPhone models without going through a high price as a barrier. It is not completely new for Apple. In the United States they have been implementing the iphone upgrade programone in which you can access an iPhone 16 for $ 39.50 per month, being able to return the phone or update to a new one after twelve months. An iPhone that is never yours. The model is relatively similar to certain types of renting. Pay for the use and enjoyment of the product, with advantages such as Apple+ and Zero interest when using Apple Card, and possibility of repurchase in the event that we want to leave the Apple ecosystem. Manufacturers such as Samsung have similar plans, such as Renting by Cetelemaimed at changing device every twelve months with a low monthly payment. The rent or subscription model already permea in Spain in sectors such as automotive. Maybe having the last iPhone for a few euros per month is not such a crazy plan. Image | Xataka In Xataka | The best functions and options of Apple Intelligence on iPhone and Mac to take advantage of artificial intelligence

25% tariffs on cars are already translated into dismissals and plants at medium gas in Mexico

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One has a thousand ways of Spanish to search synonyms to talk about threats and continuing notices. That of “the wolf”, the pitcher and the fountain, to pull the rope … It will not be for stories, word games or metaphors. Exactly that is the risk that is run with the tariff war that Donald Trump has opened. Since he arrived at the White House, the new president of the United States does not stop launch threats of new tariffsincendiary messages against their own allies (or those that were considered allies until not so long) and more and more statements in which The same is attacked to Europeans than Mexicans and Canadians. And, along the way … little or nothing applicable. Because although the United States applies since April 2 A 25% tariff on cars that pass through their borders and the pieces that help manufacture them, as well as steel and aluminum (also Keys in the automotive industry). The caraded tariffs to these two neighboring countries They are suspended. On April 2 tariffs have been announced to almost the entire world. They should Enter into force on April 9. Yes, we talk about 20% of tariff to any European product and even the 10% tariff applied to an uninhabited island. Or at least Only inhabited by penguins and seals. But along the way, China has already sent a notice: if the tariffs continue, if there is no possible conversation, They will impose back 34% of tariffs to American products. It is the most forceful response that the United States has received so far. But it is not the only one. Because so much threat has consequences. Canada and Mexico already prove how their automotive industry can go through many problems. Some, in fact, are already specifying. The first consequences Until now, Canada and Mexico had been commercial partners. To the point that the Inflation reduction law promoted by the government of Joe Biden that prioritized tax incentives to companies that produced in the United States also contemplated that part of the production would take these two countries. In either of them it occurs A very high volume vehicular. Except Tesla (produces all its cars there) and Ford (77% of what it produces is manufactured in the United States). The rest import vehicles in a much higher amount. General Motors, for example, produces 30% in Canada and Mexico. Nissan 31% and Toyota 27%. With the aim of counteracting the coup, Canada has announced that it will also impose 25% of tariffs on US cars that do not comply with the T-MEC free trade agreement. Both countries, together with Mexico, had been subject to a reciprocal agreement for 60 years so as not to pay tariffs on the import and export of vehicles and promote a connected automotive industry. To understand to what extent the new relationship is complicated, in BBC They explain with a map the complex process since a piston of an engine is born until it is introduced into the cylinder. On the way, the piece crosses the United States to Canada, from Canada passes to Mexico and from Mexico returns to the United States where, it is finally mounted. Impose round trip tariffs It will make a product that has its consequences on employment and the volume of cars sold. Stellantis is one of the companies that has announced drastic measures. The first, the temporary retirement of 900 employees in the United States. They are people distributed by five floors that will cease their work assembling motor trains and trains for a decrease in production as a cause of tariffs. In addition, another 4,500 employees will be sent home in Ontario (Canada), where their factory will remain closed for two weeks. Mexico does not get rid because its Toluca plant (2,400 employees) will also be closed throughout the month of April. Despite being the least affected (taking into account exclusively the production of cars and not so much where the pieces they use), Jim Farley, CEO of Ford, already warned in February that “a 25% tariff at the borders with Mexico and Canada would open a hole in the US industry as we have never seen,” they collect in The New York Times. These pieces are, without a doubt, the part that most directly affects Spain. Our country had an important commercial partner in the United States when selling parts to produce cars. There 4% of them are exported but, above all, they take air to the paths that the trade war will take in Mexico where a good part of The largest Spanish companies are settled. The other way is to make the products more expensive, move there part of their production or, directly get them out. The latter is what they value in Mercedes that can Stop selling your Mercedes Gla. Small cars are more complicated to make profitable and would not be competitive if they face a 25%tariff. Volkswagen is in an extremely complicated position. 43% of their sales for the United States arrive from Canada and Mexico. Another 36% produce it in Europe, mainly. Only 21% of their sales there are produced within their borders. An option raised is to bring the most profitable vehicles to the plants they already have in the country. For the moment, Automotive News He assures that the German company has already ordered to stop its shipments from Mexico and Europe. And Toyota, who was already reducing its production, has also ordered to reduce the working hours at its Guanajuato (Mexico) plant, they point out in Bloomberg. The same path leads in Honda, where they also have conversations to reduce their production and, therefore, send workers home even if it is temporarily. Photo | Honda and Luis Ramirez In Xataka | The Spanish car will not suffer with 25% of the United States tariffs but with its consequences: a poorest Europe

The new Chinese tariffs are a mosquadilla for Apple. It is just what Huawei needed to dominate Asia

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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. Image | Xataka In Xataka | Huawei no longer competes: he is building his own parallel reality

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