库克缺席中东行惹怒特朗普？苹果遭关税打击的原因曝光

Core Viewpoint - The article discusses the potential imposition of a 25% tariff on imported iPhones by Trump, which is linked to Apple CEO Tim Cook's absence from a recent Middle Eastern trip, marking a significant shift in their relationship and increasing pressure on Apple during a critical product launch period [1][4]. Group 1: Trump's Actions and Statements - Trump publicly criticized Tim Cook for not accompanying him on his Middle Eastern trip, which he viewed as a slight, and mentioned Cook multiple times during his visit [2][3]. - During his speeches, Trump praised other CEOs present but pointedly remarked on Cook's absence, indicating a personal grievance [3]. - Trump threatened to impose a 25% tariff on all non-U.S. manufactured iPhones shortly after returning from the trip, which surprised Apple given their previous tariff exemptions [3][4]. Group 2: Apple's Position and Challenges - Under Cook's leadership, Apple has seen its market value increase by over $2.5 trillion, averaging a daily increase of approximately $500 million, with annual net profits nearing $100 billion [6]. - The timing of the tariff threat is particularly challenging for Apple, as the company recently faced a legal setback regarding its App Store practices and is dealing with competitive pressures from former executives [6][7]. - Apple has not committed to manufacturing iPhones in the U.S. and continues to expand its assembly operations in India, which has drawn Trump's ire [6][7]. Group 3: Future Implications - To mitigate criticism regarding overseas production, Apple has pledged to invest $500 billion in the U.S. over the next four years and plans to source $19 billion in chips domestically [7]. - Despite these commitments, Trump remains focused on having iPhones manufactured in the U.S., suggesting that the tariff could be a tool to pressure Apple into compliance [7].