X @郭明錤 (Ming-Chi Kuo)

Government & Trade Policy Impact - The industry views Trump's recent targeted remarks towards Apple, regardless of the specific iPhone tariff amount, as a significant signal that cannot be ignored [1] - The primary focus for Apple is negotiating with Trump to avoid or delay the imposition or further increase of iPhone tariffs [2] - Apple might consider altering its DEI (Diversity, Equity, and Inclusion) policies as a bargaining chip to secure a temporary reprieve from Trump's actions [2] - Relocating all iPhone assembly lines for US models back to the United States before Trump leaves office is deemed unrealistic [3] - Trump's opposition to Apple manufacturing iPhone US models in India adds complexity, suggesting Apple may face intermittent tariff threats even with a temporary agreement [3] Financial Implications - For Apple, bearing a 25% tariff on iPhones sold in the US market is considered more favorable than moving iPhone assembly lines back to the US [3]