Editor’s Note
This article examines the immediate market uncertainty triggered by the recent US policy shift on tariffs, highlighting the potential impact on global technology firms. The situation remains fluid as new trade measures are anticipated.
Jakarta – Following US President Donald Trump’s decision to prematurely end the 90-day tariff lag period for countries and companies that have not reached trade agreements with the US government, economic uncertainty is once again troubling tech giants like Apple.
In a statement made late Wednesday, April 23, at the Oval House, Trump stated that he would immediately set new tariffs within the next 2-3 weeks for entities deemed not committed to trade negotiations.
Since the start of the tariff lag period on April 9, which Trump called “Liberation Day,” the markets had been stable, but this state did not last long. Of the 90 countries initially said to be participating in negotiations, it is now said that only 15 countries are actively engaging in dialogue with the US.
While Apple has obtained some tariff exemptions, the protection is also temporary and is expected to end in a matter of weeks or days. Due to Trump’s uncertain policies, Apple risks facing additional tariffs, particularly on products and accessories manufactured outside of China.
Meanwhile, the base tariff of 10% could be raised to as high as 50% for countries that do not agree to the Trump administration’s terms. This includes new semiconductor tariffs that could further increase Apple’s production costs.
Currently, Apple is able to maintain product prices thanks to inventory management and careful supply chain planning. However, without clarity on the continuation of tariff exceptions, prices for the iPhone 17 line set to launch this fall could spike dramatically, depending on how much of the additional cost is absorbed by the company or passed on to consumers.
Apple is currently facing significant pressure to respond to the uncertainty of US trade policy. Without clarity in the near future, it is not impossible for global consumers to directly feel the impact of such trade tensions through price increases for Apple devices in the market.