Smartphones and computers freed new tariffs from Trump's new tariffs

Smartphones and computers freed new tariffs from Trump's new tariffs

according to a current Note from us Customs and border protection States are imported from the reciprocal tariffs of President Donald Trump. This regulation concerns, among other things, smartphones, computer screens and various electronic components and applies to products that will be reached or removed from the USA from April 5th.

Effects of the customs exemption on the electronics industry

This measure takes place in connection with the introduction of a minimum customs set of 145 % on goods from China that are imported into the United States. The tariffs had a significant impact on tech giants such as Apple, which produce iPhones and other products in China. According to Wedbush Securities estimates, around 90 % of iPhone production and assembly take place in China.

reactions of the analysts and companies

Analysts from Wedbus described the customs exemption as "the best news for tech investors". They explained: "Large tech companies such as Apple, Nvidia, Microsoft and the entire technology industry can take a deep breath this weekend to Monday. This is a big step for the US technology to get these exceptions and the most optimistic news that we could have heard this weekend.

nvidia and Microsoft rejected a statement to CNN, while Apple did not respond to a request for comments.

influence on the smartphone market

The research company Counterpoint Research, which observes the global shipping of smartphones, estimated that Apple has a stock of up to six weeks in the United States. As soon as this stock is exhausted, you could expect rising prices.

US government is pushing to shift production

The White House said on Saturday that Trump continued to urge the tech companies to move production to the United States. “President Trump has made it clear that America cannot be dependent on China to produce critical technologies such as semiconductor, chips, smartphones and laptops. For this reason To move the USA, ”said the Press spokeswoman of the White House, Karoline Leavitt.

price increases by tariffs feared

economic experts warn that the costs of the tariffs could ultimately be passed on to consumers. This concern has caused many Americans to accelerate large purchases such as cars and electronics, while consumer mood has fallen on record lows.

Nintendo announced on April 4 that the pre-order date for its switch 2 console in the USA will be postponed in order to check the potential effects of tariffs and developing market conditions. Instead of the initially planned price of $ 450, the Switch 2 experts could cost around $ 600 due to the tariffs.

strategies for the competitiveness of the USA

The Trump administration claims that these tariffs would bring more production workplaces to the United States and reverse decades. However, there are products that cannot simply be produced or procured in the USA, which increases the production costs in American factories.

semiconductors and microchips are examples of products whose production has been relocated abroad due to lower costs. According to Friday, these electronic components are now excluded what Asian chip manufacturers such as the Taiwan Semiconductor Manufacturing Company (TSMC), the South Korean company Samsung and SK Hynix.

future studies and political measures

An official representative of the White House said that Trump will soon order a study on the national security effects of semiconductor imports-known as a section 232 study.

At an event of the Committee for the Republican National Assembly, Trump criticized the decision of the bid administration to grant TSMC a grant of $ 6.6 billion for semiconductor production in Phoenix as part of the chips and science law of 2022. "I have given TSMC no money and told the company: 'If you don't build your work here, you will pay a big tax - 25, maybe 50, maybe 75, maybe 100 %," says Trump.

This article has been updated with further content.