On August 5, it was reported by foreign media that due to tariff adjustment, Apple's products "may" rise in price. Guo Mingxuan, a well-known Apple analyst, recently released a report to investors, saying that Apple would "absorb most of the additional costs", otherwise these costs might be passed on to consumers.
The key word here is "most", which means that Apple may bear 51% to 99% of the new costs. Because Apple's profit margin is high, it is not impossible for them to absorb additional tariffs.
It should be noted that Apple does not intend to bear these taxes forever. The company intends to transfer its production line from China. However, this is nothing new. It is reported that Indian factories are ready to produce 2019 models, and Apple will speed up the process. But it is easier said than done, and it may take two years to transfer Apple's product line to markets outside China。
Guo Mingxuan also predicted the transfer time of each product:
iPhoneDue to the low degree of production automation, it is a challenge to expand non Chinese production capacity. It is expected that by 2020, non Chinese production bases will meet the demand of the US market.
iPad Due to the high degree of production automation and the small market share of the United States, it is not difficult to expand non Chinese production capacity to meet the needs of the United States.
MacAlthough the production automation degree of Mac is higher than that of iPhone, due to its higher market share in the United States, the non Chinese production capacity of Mac cannot meet the demand of the American market before 2021.
Apple WatchIt is expected that there will be non Chinese production bases from 2020.
AirPodsIt is expected that the transformation of AirPods internal design from SMT to SiP will improve the level of production automation.
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