“Ironically, there is a world where AAPL’s ‘tariff actions’ of pulling phones forward into the Mar Q and Jun Q provide a much-needed bridge into the iPhone 17 launch.” — Analyst Ananda Baruah
Apple is caught in the middle of this mess.

Apple faces a projected 1.9% decline in 2025, challenged by Huawei competition and economic pressures, with many models ineligible for subsidies.
Q1 2025 had the lowest volume of sub-€200 priced devices shipped in over a decade, highlighting the challenging demand environment.
Read More More Europeans prefer premium Apple and Samsung smartphones
Perplexity AI's "snappy" answer to the question: What does the U.S. Court of International Trade's tariff ruling means for Apple Inc.?
Read More Court Slams Brakes on Trump Tariffs — Apple Breathes Easier

The latest naming strategy is reminiscent of approaches taken by both Samsung Electronics Co. and Microsoft Corp.
From "NEC Director Kevin Hassett on Trump's iPhone tariff threat: In the end, we don't want to harm Apple" which aired Wednesday on CNBC.
Read More White House: "We don't want to harm Apple" (video)
This marked the return of the iPhone series’ base variant to the top spot in the first quarter after a gap of two years.
Read More Apple's iPhone 16: World's best-selling smartphone
6 Comments