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‘Possible, but not probable': analysts react to rumors of a $2,300 iPhone after Trump tariffs
- Speculation has risen regarding the possibility of a $2,300 iPhone due to Trump's tariffs affecting tech imports.
- Donald Trump announced sweeping tariffs on imports, potentially impacting the tech industry, including the iPhone pricing.
- Industry analysts suggest that the price increase might not reach the speculated $2,300 mark for the iPhone.
- Rosenblatt Securities projected a rise in the price of a high-end iPhone to $2,300 due to the tariffs.
- Apple could pass on the 54% proposed tariff on Chinese imports to consumers, affecting pricing.
- Analysts like Kate Leaman and Nick Rakovsky believe a $2,300 iPhone is possible but not probable.
- Apple's margin compression and supply chain efficiencies may limit the actual price increase for consumers.
- Ming-Chi Kuo highlighted that Apple may shift assembly orders away from China to countries with potential tariff exemptions.
- The consensus among analysts is that while a price increase is possible, a $2,300 iPhone is currently unlikely.
- Apple's pricing strategy and supply chain adaptability may help mitigate the impact of tariffs on consumer prices.
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