Not a day goes by without our media discussing the latest actions of the future US President. I don’t remember such interest in foreign elections and their results in the country for a long time.
All this, of course, does not directly concern our topic, so the topic could continue to be safely ignored on iPhones.ru. There’s just one question, and it’s quite an interesting one if you think about it a little.
What will happen to AppleWhen will Trump become President of the United States?
If you look at it superficially, things should only improve for the company from this. As Tim Cook knows well, Trump fell in love with Apple in the last years of his presidency, although he periodically put a spoke in their wheels. For example, despite the demand to move Mac Pro production to the USA, he subsequently softened his position significantly. He even helped us enter the Indian market.
But if you look a little deeper, there is cognitive dissonance in expecting positive changes for Apple. The point is that Trump doesn’t like China very much. In his understanding, the economic and technological development of China needs to be limited and stopped, imports from there should be subject to protective tariffs, and exports should almost be banned entirely.
Trump has consistently maintained, then and now, that he intends to bring back as much manufacturing capacity as possible from other countries to the United States and support American businesses as much as possible. And there is no reason to expect that his position towards China will change with the start of his new presidential term.
Apple today is very dependent on China. The country brings the company 15% of its total revenue. It can be noted that this share pales in comparison to the 45% of revenue that the USA gives them. But it’s not so much about sales as it is about production. As of summer 2024, 85% of suppliers components and assembly operators for Apple devices were located in, guess where – in China, right.
Any moves by Trump to restrict technology imports and exports to China will inevitably face opposition from the Chinese authorities. And the first to suffer from this will be the most prominent American technology company – Apple. Tim Cook will be forced to seek a balance between two obviously irreconcilable sides.
Therefore, it is not surprising that Tim Cook, or rather Tim Apple, became one of the first CEOs of technology companies in the West, congratulated Donald Trump with victory in the presidential election. He also complained in advance to the future US president about the fines in Europe.
Now we have to be friends with all our might.
Source: www.iphones.ru
