Group 1 - Apple estimates that tariffs on imported goods will increase its costs by nearly $1 billion, despite Trump's decision not to impose new tariffs on major electronics [1] - The company is shifting production of iPhones sold in the U.S. out of China to avoid high tariffs, with most of these iPhones expected to be produced in India by the end of June [4][7] - Apple's revenue for the first three months of the year grew by 5% year-over-year, reaching $95.4 billion, indicating that the tariff situation has not significantly impacted sales so far [5] Group 2 - Vietnam is expected to become the primary production country for nearly all iPads, Macs, Apple Watches, and AirPods sold in the U.S. [8] - Despite the shift in production, China will remain the origin for the vast majority of products sold outside the U.S. [9] - The CEO of Moor Insights & Strategy noted that the shift of the iPhone supply chain to India is impressive, marking a significant change from previous statements about China's unique capability to produce iPhones [10][11]
外媒:苹果准备承受特朗普关税政策带来的 9 亿美元损失