The Future of the iPhone at Risk After Trump’s Trade Decisions

The impact of the trade policies implemented by U.S. President Donald Trump is starting to be felt on major consumer products, with estimates suggesting that iPhones could be among the most affected goods due to the new tariffs imposed on imports from China, reaching up to 54%.

Given that Apple relies heavily on manufacturing in China, the continuation of these tariffs puts the company in a tough position with two difficult choices: either absorb the higher costs or pass them directly onto consumers.

Economic reports predict that the prices of iPhone devices could increase by as much as 40% if the full cost of the tariffs is passed on to customers, which would impact demand and reshape the company’s pricing strategies. These developments are among the factors that contributed to a 9.3% drop in Apple’s stock in a single day, the biggest decline since March 2020.

It is worth noting that Apple sells more than 220 million iPhones annually in markets including the United States, Europe, and China, and any price increase could directly impact the company’s commercial performance.

According to estimates by Rosenblatt Securities, the iPhone 16 model, which currently starts at $799, could rise to about $1,142, while the price of the more expensive Pro Max model could jump from $1,599 to around $2,300 if the increase is fully applied.