U.S. President Donald Trump announced via social media on Friday a potential 25% tariff on Apple and other smartphone manufacturers producing devices outside the United States. The move, framed as a bid to boost domestic manufacturing, has sparked immediate concerns among global supply chain analysts and investors.
Trump's proposal specifically singled out Apple, which relies heavily on production hubs in Asia, including the Chinese mainland and India. Industry experts warn such tariffs could disrupt pricing strategies, reshape trade dynamics, and impact consumer costs worldwide.
The announcement comes amid ongoing U.S. efforts to reduce reliance on foreign tech manufacturing. Analysts note that Asian economies hosting major smartphone production facilities – particularly China, Vietnam, and South Korea – may face significant ripple effects. Shares of Apple suppliers across Asia dipped slightly in after-hours trading following the news.
While the proposal remains speculative, business leaders emphasize the complexity of relocating intricate tech supply chains. 'Smartphone manufacturing involves thousands of components sourced globally,' said tech analyst Li Wei. 'Sudden tariffs could strain margins without guaranteed U.S. job growth.'
The development is being closely monitored by international trade bodies, with potential implications for WTO dispute mechanisms and bilateral agreements.
