Apple’s Supply Chain Under Threat from New U.S. Tariffs
Apple’s vast supply chain, spanning millions of people across over 50 countries and regions, is facing unprecedented uncertainty following the United States’ announcement of adjusted reciprocal tariff policies on April 2.
The U.S. has adjusted tariffs to 24 percent for Japan, 25 percent for South Korea, and 32 percent for the Taiwan region. Additionally, tariff costs from the Chinese mainland combine 34 percent of adjusted reciprocal tariffs and 20 percent of February duties.
According to Morgan Stanley, the iPhone maker could face estimated additional costs of $33 billion annually due to its exposure to these tariffs. This increase represents 26 percent of Apple’s projected earnings before interest and taxes in 2025.
The impact of these new tariffs could have significant consequences for Apple’s global operations, potentially affecting production costs and pricing strategies. As one of the world’s leading technology companies, challenges to Apple’s supply chain could ripple across the global market, influencing suppliers, consumers, and economies alike.
