Here’s another thing to put on your technology watch lists. Due to a combination of the economic consequences of the coronavirus and the trade war between the U.S. and China, many U.S. companies are moving their manufacturing out of China. Consulting firm Kearney publishes its Reshoring Index [PDF].
Kearney predicts companies “will be compelled to go much further in rethinking their sourcing strategies, (and) their entire supply chains.”
Amid other companies, Mexican manufacturing is one possible fork in Apple’s road, along with Vietnam. As Forbes states, the U.S. can’t compete with China on labor costs, and I bet few Western countries can. I don’t know what the cost is to manufacture in Mexico, but the country likely carries less risk than China.
The U.S. Trade Representative approved Apple’s request to exclude the Apple Watch from U.S. tariffs on imported Chinese goods.
Apple has asked the White House for exemptions from the latest round of tariffs in the trade war between China and the United States.
Charles Arthur believes that the reason we’re seeing iOS 13.1 betas already could be linked to Trump’s tariffs.
Apple’s management also knows it can just about find a win-win solution here. If 13.1 proceeds as if it were 13.0, then it will be ready roughly when the “normal” 13.0 would have been, roughly a week after the new iPhones are launched, but about a week before they go on sale. That means that it can be the “GM” when it’s announced.
I don’t buy his Occam’s Razor logic because that is about finding an explanation with the fewest assumptions, and not his stated “most rational explanation.” And his theory, although interesting nonetheless, makes more assumptions than the current explanation of “Apple is holding features for iOS 13.1 to make iOS 13.0 more stable.”
Some Apple products will still be hit by a new 10 percent tariffs from U.S. President Donald Trump on September 1st, including iMacs.
Apple had asked the White House for a Mac Pro tariff exemption, but President Trump tweeted today that it won’t happen.
Trump has said that exemptions are available only to companies that can demonstrate they had no other manufacturing option or show the tariffs would cause “severe economic harm.” In his Friday tweet, he again championed products made in the United States.
The tariffs are 25% on certain parts, which means that customers might be footing the bill.
Charlotte Henry and John Martellaro join host Kelly Guimont to talk about how Disney+ has cornered TV+, and about Apple’s tariff stance.
Following an increase of tariffs on Chinese goods by the Trump administration on Friday, today China retaliated, and the iPhone XS price could be affected.
Though originally covered in early drafts of a $200 billion escalation of President Donald Trump’s trade war with China, the product code covering these two Apple devices—as well as competing devices—will be exempted from tariffs.
Apple CEO Tim Cook had dinner with Donald Trump last Friday and there’s a good chance they discussed the the tariffs the White House is imposing on China.
While stipulating that the first three tariffs that have already gone into effect don’t affect Apple, the fourth and largest was still under evaluation.