苹果3天向美国空运了5架飞机iPhone产品

Core Viewpoint - Apple is taking urgent measures to transport iPhones and other products from India to the U.S. to avoid the impact of new tariffs, which could significantly increase import costs and affect pricing strategies [1][3]. Group 1: Tariff Impact - The U.S. will implement a 26% tariff on Indian-made iPhones, raising the import cost by $120 to $420 per unit, which is 15% to 26% of the retail price [1][3]. - Apple has already built up over $15 billion in iPhone inventory in the U.S., equivalent to three times the expected sales for Q4 2024 [1]. - Analysts predict that if Apple passes the tariff costs onto consumers, iPhone prices could rise by 30% to 40%, potentially increasing the price of the iPhone 16 from $799 to approximately $1,142 [3][4]. Group 2: Production and Supply Chain - Apple has increased its iPhone production capacity in India from 0% to 14% over the past five years, with a goal of reaching 25% by 2028 [3]. - However, India faces significant supply chain challenges, with local component sourcing below 30%, relying heavily on imports for critical parts like A-series chips and OLED screens from China and South Korea [3]. Group 3: Market Reaction - Following the announcement of the tariff policy, Apple's stock fell by 3.67%, with a total decline of 19% over three trading days, resulting in a market capitalization loss of $638 billion [4]. - Analysts suggest that without price increases, Apple's earnings per share could drop by 15% due to the tariff impacts [4].