关税阴霾下苹果iPhone价格暗流涌动，消费者或承担更多成本

Core Insights - Apple is considering relocating its U.S. phone assembly operations to India while stockpiling iPhones, despite enjoying tariff exemptions in China [1] - Experts caution that consumers should not expect stable iPhone prices even with these measures [1] Group 1: Tariff Impact - Apple's largest supplier in India shipped nearly $2 billion worth of iPhones before the tariff policy was implemented [4] - By the end of 2026, Apple may source all iPhone products sold in the U.S. from India, where a 26% reciprocal tariff is currently exempt, but a 10% import duty remains [4] - If tariffs are fully passed on to consumers, prices for Indian-made Apple products could rise by 26%, while Chinese-made products could see a 145% increase [4] Group 2: Consumer Strategies - Experts recommend consumers prepare for potential price increases in electronic products and consider purchasing last year's models, trading in old devices, or selling second-hand items to save costs [4] - The timing of any price increases remains uncertain, but if devices produced before the tariff implementation sell out, companies may need to raise prices on affected goods [4] Group 3: Cost Absorption Strategies - Supply chain experts suggest that Apple may absorb some tariff costs initially to maintain stable pricing, later transferring remaining costs to consumers through service packages and ecosystem upgrades [5] - Theoretically, tariffs are paid by importing companies and typically passed on to consumers, but if price hikes lead to a drop in demand, Apple and other manufacturers might absorb some costs or lower prices to remain competitive [5]