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Apple analyst warns political pressure may outweigh tariff impact

  • President Trump threatens Apple with a 25% tariff if iPhones are not made in the US, prompting concern about political pressure.
  • Analyst Ming-Chi Kuo suggests that Apple should absorb the tariff as it's more profitable than producing in the US due to high costs.
  • Apple is expanding iPhone production in India due to the US-China trade war, drawing Trump's criticism and pressure to bring production back.
  • Kuo advises Apple to focus on negotiating with Trump to avoid tariffs rather than moving production to the US, as political pressure remains a concern.

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