"As we've had more time to think about potential mitigation efforts, a new train of thought has emerged." — Morgan Stanley analyst Erik Woodring
Read More How Apple could squeak by without raising iPhone prices
"As we've had more time to think about potential mitigation efforts, a new train of thought has emerged." — Morgan Stanley analyst Erik Woodring
Read More How Apple could squeak by without raising iPhone prices
"The reserves shipped at lower duty rates will insulate Apple’s U.S. operations for several months."
Read More Apple airlifts iPhones out of India to beat the tariffs
In a downside scenario, where the recently announced tariffs remain in force for an extended period of time, we believe further negative EPS revisions could drive tech another leg down.
The tariff on Chinese goods could add about $300 to the current $550 hardware cost to Apple of an iPhone 16 Pro that currently retails for $1,100, according to TechInsights.
Read More WSJ: Apple to make iPhones in India to dodge Trump's China tariffs
Much will depend though on how US President Trump’s tariff threats play out, analysts said.
Read More In 2025, Foxconn says, it will double last year's iPhone output in India
"Tata is trying to get as much skin in the game as possible." — Counterpoint's Mumbai-based Neil Shah
Read More Look who's going 'full throttle' with Apple in India
"Apple entered the Top 5 brands in India for the first time with a 10% share."
Read More IDC: The iPhone's market share in India grew 34.6%
Government officials discussed the possibility of a policy mandate or using legal measures to get Apple and Google to comply.
Read More India wants to pry open the doors to Apple and Google's walled gardens
After Apple matched their contributions, the charity funneled the original donation back to them— allegedly.
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