President Donald Trump adds a new 25% tax to imported aluminum and steel, regardless of the country of origin. At first glance, the tariff measure is not so different from that imposed in its first mandate; In 2018, he announced a 25% increase to steel, and another 10% on imported aluminum.
He also agreed free of tariffs with countries such as Canada, Mexico and countries of the European Union, but it seems that they will be left of the table when the new tariffs begin in March. “Without exemptions, without exceptions,” Trump said.
Impact on consumer electronics
Aluminum is used in the high -end telephone housing such as Samsung’s Galaxy S25 and Apple’s iPhone 16. The iPhone Pro Line used stainless steel for years, and although it changed to the titanium for the iPhone 15 Pro, rumors suggest that the manufacturer will return to aluminum generalized from September. The forced question: will the tariffs affect the buyers of smartphones metallic?
It is not so simple. American tariffs on aluminum and steel affect raw materials, not finished products or processed componentsIt is well known that almost no Samsung or Apple phone is manufactured or assembled in the US, however, Trump could influence this. “The products enter as finished products, so it doesn’t matter,” says Neil Shah, Vice President of Research at Counterpoint Research and a specialist in the technological supply chain.
“Since 2013, part of the assembly of the Macbook Pro occurs in Texas, but those components are also with finished and not raw machining, so there is not so much impact on prices,” Shah adds. So, if you are planning to buy a new iPhone, will there be any real impact on the price? According to our analysis of the Apple supply chain, of the 13 metal processing and extraction companies that appear on the list, eight operate mainly in China. Two are Japan, one in Taiwan; Tata Electronics has a base in India, while Posco International Opera in South and China for Apple’s purposes. All these territories would be subject to tariffs if the imported metal were raw, but when the metals that Apple use the US border, they have already become something else.
The tariff to Chinese products could affect you
Trump tariffs on metals will not directly affect Apple or any other manufacturer, even if they cause important agitation in the cost of aluminum and steel in general. However, 10% tariffs on Chinese products could have a direct impact on the price you pay; Around 80% of world phones are manufactured in China, and although Apple has moved part of its assembly to India, millions of iPhones remain produced by Foxconn in Factories of Shenzhen and Zhengzhou.
According to the Consumer Technology Association (CTA), the American public will end up paying 10% tariffs in Chinese telephony. “Tariffs are imposed on US consumers, not foreign governments or companies. Increase import tariffs from Canada, China and Mexico will feed inflation and raise the prices of technological products, car manufacturing and services, “explains Gary Shapiro, general director of the CTA, which is behind the annual fair Technology celebrates in Las Vegas, Ces.
“Tariffs are tools to resolve commercial disputes, not exchange currencies for issues such as immigration or drug control.” That explains why the price of Apple’s shares fell 3% after the official announcement of tariffs to China. But even with these tariffs in force, a 10% rise in the prices of the American iPhone has not been caused. According to analysts, they may not even cause an increase in September, when new iPhones are announced.
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