据媒体报道,3月的最后一周,苹果在短短3天时间里,安排5架飞机,满载iPhone等苹果设备从印度运往美国,并在新关税政策实施前顺利入关。
报道指出,苹果短期内不会提价,目前的产品库存能撑一段时间,9月份的iPhone 17系列可能会涨价。
业界认为,此次关税冲击对苹果的影响最大,即便苹果加快多元化布局,进一步调整供应链,推动供应商降价,但是苹果仍将承受成本和利润率压力,产品在美售价将会调整。
更糟糕的是,即便是在美建厂组装iPhone,这需要至少5年时间才能启动生产,对公司和消费者来说都是灾难性的。
根据投行摩根士丹利的测算,加征关税将使苹果公司每年增加约85亿美元的成本,分析人士称,如果苹果公司将关税成本全部转嫁给消费者,iPhone 16 Pro Max的在美零售价将从现在的1599美元上涨到2300美元(约合16750元人民币)。
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