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Open original source ↗This CNBC report may suggest that tariff risks for Apple could escalate significantly, making the entire situation highly unpredictable.
1. The Chinese Ministry of Commerce’s official statement, as reported by CNBC, indicates that the U.S. government’s plan to use tariff negotiations to pressure U.S. partners into restricting trade with China is likely underway.
2. If such “restrictions on trade with China” involve urging other countries to raise their tariffs on Chinese goods, the potential risks for Apple would rise sharply.
3. If only the U.S. imposes high tariffs on Chinese imports, the risks are manageable. However, if other countries also raise tariffs on Chinese goods, Apple would need to establish more non-China iPhone production lines to meet demand in markets beyond the U.S., meaning the tariff risks for Apple would become immeasurable and entirely uncontrollable.
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