Apple(US:AAPL) 智通财经网·2025-05-23 23:21Group 1 - President Trump has intensified pressure on overseas manufacturers, indicating that the previously threatened 25% tariffs on Apple will now extend to all smart device manufacturers, including Samsung, compelling them to relocate production to the U.S. [1] - Trump's comments followed a meeting with Apple CEO Tim Cook, where Cook expressed plans to expand manufacturing in India, prompting Trump to assert that products sold back to the U.S. would incur tariffs if not produced domestically [1][3] - Apple's stock fell by 3.02% to $195.27 following the tariff news, and Trump also threatened a 50% tariff on EU goods, impacting the broader market [1] Group 2 - The manufacturing repatriation policy poses significant challenges for Apple and Samsung, as their supply chains are heavily concentrated in Asia, and the U.S. lacks a comparable mature supplier ecosystem and manufacturing capabilities [2] - Apple has not publicly responded to the tariff threats, but it had previously committed to investing $500 billion in the U.S. over four years, which includes building a server manufacturing plant in Houston and establishing a supplier academy in Michigan [3] - Trump's warning against passing tariff costs to consumers suggests that the current exemptions for smartphones and computers may not last, with potential comprehensive tariffs on semiconductors being considered [4] Group 3 - Analysts have indicated that the new tariffs represent a clear negative for Apple, with potential price increases for the iPhone 17 and significant impacts on its gross margins [5] - It is estimated that Apple's gross margin could decline by 3 to 3.5 percentage points in fiscal year 2026 due to the new tariffs, while the cost of manufacturing iPhones in the U.S. could lead to consumer prices reaching thousands of dollars per unit [5]