Apple(US:AAPL) Sou Hu Cai Jing·2025-09-20 04:14Core Insights - Apple's CEO Tim Cook addressed the impact of tariffs on iPhone pricing during an interview, stating that product prices do not include additional costs from tariffs [1][3] - The company has faced uncertainty regarding tariffs due to its highly globalized supply chain, particularly for iPhone production [3] Pricing Strategy - Apple has implemented a differentiated pricing strategy for the new iPhone 17 series, increasing the price of the flagship iPhone 17 Pro by $100 while keeping the entry-level model stable [3] - The newly introduced iPhone 17 Air replaces the Plus series and enters the mid-to-high-end market at a higher price point [3] Supply Chain Management - Apple has diversified its supply chain to mitigate tariff risks, moving approximately 15% of iPhone production to India, with expectations to increase this to 25% by 2025 [3] - The company has also engaged in long-term agreements with suppliers and locked in prices for key raw materials to smooth out cost fluctuations [3]