Apple and Tariff Talk - MOSK: 11.18.2024

Mac OS Ken

Ken Ray

Mac, Computers, Technology, Ipad, Tablets, Phones, Iphone, X, Apple, News, Smart, Os, Smartphones

4.8 • 972 Ratings

🗓️ 18 November 2024

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

- Barron’s: Trump Tariffs Could Raise iPhone Prices $240 - Jefferies: iPhone Prices Could Rise $256 Under Trump Tariffs - Bloomberg: Tariffs May Miss Apple Entirely - Report: Tata Electronics Buys Third iPhone Plant in India - AVP Launches in South Korea and UAE - AVP "Concert for One" Series Launches with RAYE This Friday - iPhones and an Apple Watch Make Vintage and Obsolete Lists - A Strange Series of Refunds for Old AppleCare+ Accounts - Sponsored by Turtle Beach - Level up your game and get 10% off @TurtleBeach with code MACOSKEN at turtlebeach.com/MACOSKEN! #turtlebeachpod - Take a deeper look at iOS 18’s “inactivity reboot” on Check No. 400 by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!

Transcript

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0:00.0	This is MacOS Ken.
0:08.9	More Apple and Tariff Talk.
0:11.0	Tata ups its iPhone game.
0:13.6	And weirdness around AppleCare Plus refunds.
0:17.1	It is Monday, the 18th of November, 2024.
0:20.7	I'm Ken Ray, and this is news from MacOS Ken.
0:26.2	Brought to you by yours truly and sponsored by Turtle Beach.
0:31.0	Level up your game and get 10% off at Turtle Beach with code MacOS Ken at Turtle Beach.
0:36.1	At turtlebeach.com slash MacOS Ken.
0:42.3	This show is also supported by people like you, patrons through Patreon.
0:49.6	Find out more and than your support at patreon.com slash macOS can.
0:59.3	Tariffs telegraphed by the incoming Trump administration could add $240 to the cost of an iPhone,
1:05.5	according to a piece from Barron's, or $256, according to Jeffrey's analyst, Edison Lee.
1:13.8	Or Apple could charm the new administration in the steering it clear of tariffs, or maybe that's the other way around.
1:21.7	That last one is the thinking of Bloomberg's very own Mark German.
1:26.1	I refer, of course, to Mark German. Starting with the Barron's piece,
1:31.2	roughly 45 to 50% of the cost of an iPhone is imported content. A 60% tariff on the imported portion
1:39.2	of the price would therefore come to a tax on Apple of roughly $216 to $240 per iPhone 16, an effective rate of 27 to 30%.
1:52.0	Assuming the company doesn't get the same sort of exemption from Chinese import tariffs, it was granted during the previous Trump administration.
2:00.6	Barron's figures Apple would have to navigate those levies through some combination of lower
2:04.6	profit margins and higher prices.
2:09.0	Raising prices would likely lower demand, so that's no good.
	...

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