Apple Considers Price Increases on Its Products Due to Trade Tariffs

During yesterday's conference call, which focused in particular on customs duties and their effects , Tim Cook has openly addressed concerns about a possible increase in the prices of Apple products. And even if he has not announced any imminent changes, his words suggest less reassuring future scenarios for consumers.

Apple has announced that, in this quarter alone, will have to bear an additional cost of 900 million dollars due to tariffs imposed by the United States. For now, the company has chosen not to pass these costs on to end customers, but Cook did not rule out that this policy could change in the future.

“Of course we are very involved in the tariff discussions,” the CEO said. “We believe in the conversation and will continue to do so. In terms of pricing, we have nothing to announce today. I can only say that our operations team has done an incredible job of optimizing the supply chain and we will continue to do so as long as we can.”

This statement sounds more like a warning bell than a reassurance. The pressure on costs is real and increasing, and Apple's desire to protect profit margins could lead it to revise its price lists upwards if the situation were to worsen.

In the meantime, the company continues to diversify production outside of China, moving parts of its production lines to India for products destined for the United States and to Vietnam for other hardware components. However, even these countries are not immune to future protectionist policies, especially if the American administration decides to apply more pressure to bring production back home.

At the moment, Apple product prices have not changed, but everything will depend on how global trade policy evolves. If tariffs were to become more stringent or extended to other key countries in Apple's supply chain, a price increase would not only be possible, but probably inevitable.