Press hugs for $ 900 million in Trump prices

The prices on goods entering the United States will add nearly a billion dollars to Apple Costs this quarter, said the technology giant, despite President Donald Trump’s decision to spare the key electronics of new import taxes.

The estimate of the iPhone manufacturer comes as companies rush to respond to Trump’s pricing strategy, which disrupts supply chains and increases uncertainty about consumer demand.

Apple said it changed the production of iPhones for the American China market, which faces the highest tasks.

The majority of iPhones sold in the United States in the coming months will be manufactured in India, said Apple.

For the moment, the turmoil has left Apple sales unharmed.

The company said that revenues from the first three months of the year increased by 5% compared to the same period last year, to $ 95.4 billion.

Amazon, another technology giant, the results of which were closely monitored for signs of tariff damages, also said that sales were held, increasing by an annual shift in its electronic commerce activity in North America in the last quarter.

It provides similar growth in the coming months.

“Obviously, nobody of us knows exactly where the prices will settle or when,” said the boss of Amazon Andy Jassy, ​​while noting that the company has emerged from periods of disturbance – like the pandemic – stronger than before.

“We are often able to withstand difficult conditions better than others,” he said. “I am optimistic that it could happen again.”

Apple’s actions had dropped after Trump announced that his administration would take “reciprocal prices” from products imported into the United States, with the aim of persuading companies to make more in the United States.

Trump said he hoped that Apple products in particular will be manufactured in the country.

But the administration faced significant pressure to moderate its plans. Shortly after the entry into force of the prices, he announced that some electronics, including phones and computers, would be exempt.

During a call with investors to discuss the quarterly performance of the company, Apple Tim Cook’s boss seemed to draw attention to Apple’s investments in the United States, opening up with a recall of its plans to invest $ 500 billion in several states in the next four years.

But although Apple already moves its supply chain for products related to the United States far from China, India and Vietnam are ready to be the biggest beneficiaries, not in the United States.

Cook said that the company expected the majority of iPhones intended in the United States in India by the end of June and move the production of almost all iPads, Mac, Apple Watches and Airpods in Vietnam.

“We expect the majority of iphones sold in the United States to have India as a country of origin,” said Cook, referring to the next three months of negotiation.

He said Vietnam would be the country of origin “for almost all iPad, Mac, Apple Watch and AirPods products sold in the United States”.

China will remain the country of origin for the vast majority of total products sold outside the United States, he added.

Nevertheless, the change in the iPhone supply chain in India was “impressive” according to Patrick Moorhead, Managing Director of Moor Insights & Strategy.

“This is a change marked in relation to what (cook) said a few years ago when he said that only China could build iphones,” said Moorhead.

“There is a lot of progress that Apple must show here, but it’s a pretty good start,” he said.

Amazon is also repositioned to increase resilience in the face of prices.

The company said that it worked to make sure that it had a diversity of sellers and Jassy said he thought that the company was well positioned during the coming months, pointing to the company’s scale and its role providing essential elements of everyday.

For the moment, he said that sales had not been injured by pricing disorders. If anything, the managers said that the company could have benefited from certain customers who started to store.

Overall sales jumped 9% to $ 155.7 billion in the first three months of 2025, compared to the same period last year, while profits increased by more than 60% in annual sliding to around $ 17 billion.