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The US-China Trade War and Its Impact on iPhones Imported From China

The US-China Trade War and Its Impact on iPhones Imported From China

The US-China trade war is escalating. In the first two rounds of tariffs, the US has imposed duties on a total of US$50 billion worth of Chinese goods, including semiconductor ICs, car parts, machinery, and equipment. The third round of tariffs has brought the total value to US$250 billion. However, Trump has no intention to back down as he has threatened to impose tariffs totaling $500 billion on 90% of Chinese imported goods. Smartphones are likely to be on the list. As Apple has heavily relied on Taiwanese manufacturers for its iPhones, the new tariffs are likely to have a major impact on Apple iPhone's supply chain. This report starts from the background of the incident, examines the impact from the market and supply chain perspectives, and gives a brief analysis of countermeasures of iPhone partners in short and mid-to-long terms.


  • BACKGROUND
    • iPhone Likely to Become a Bargaining Chip in US-China Trade War
  • IMPACT ANALYSIS
    • iPhone Accounts for over 42% of the Smartphone Imports in the United States
      • Table Tariffs and Prices of iPhone X in Different Countries
    • Impact on Supply Chain
      • Table Impact of US-China Trade War on Apple's Taiwanese Partners
  • COUNTERMEASURES
    • Short-term Strategy: Adjust Existing Capacity to Increase Production in Taiwan
    • Mid-to Long-Term Strategy: Increase Production Share in South/Southeast Asia
      • Table Analysis of EMS Providers' Production Sites
  • CONCLUSION
    • Main Industries and Value Affected by US Tariffs
    • Prioritizing Taiwanese Production in Short Term and Shifting Factories to Other Countries in Mid-to Long-term to Alleviate the Impact
  • APPENDIX
    • Glossary of Terms
    • List of Companies

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