With global tensions only increasing and a trade war with China seeming unavoidable, top US companies are looking to navigate the rough waters. Among them is Apple (AAPL), whose stock was heavily impacted by the tariff threats from the US against Asian nations like China and Taiwan. Recently, the iPhone developer made the news after flying in millions of iPhones into the US to avoid the tariffs. Now, Apple is eyeing another big move to protect itself against tariffs and secure the future growth of the company.

The company is trying to diversify by shifting some iPhone production to India, and Wearables and Mac production to Vietnam. Apple isn’t looking to move production to the US due to high costs, but will likely explore that as a last resort. The move would be a small step towards further protecting itself from Donald Trump’s US tariffs. However, the latter’s threats continue to grow.

Apple has had a rather slow start to 2025 so far. The stock has dropped more than 15% over the last six months, firmly trading below the $200 mark. Moreover, things could be set to get even worse. Specifically, the White House revealed that tariffs on China could reach heights of 245% amid a brewing trade war. This tariff rise could be a fatal blow for Apple Inc. and its stock shares, sending the stock lower. Fortunately, there are still bits of optimism amongst investment firms.

Also Read: Ford Suspends Shipments to China Amid US Trade War

According to a recent update from Evercore ISI, Apple stock (AAPL) could return to form because of its status. It remains a dominant retail tech firm, with attractive margins of 46%. Additionally, they projected that the financial impact of Chinese tariffs would persist but sit at around 20%. This would result in a cost of goods sold (COGS) inflation of as much as$8 billion for the company.

Still, they note that one way the company could curtail this is by shifting production. Although manufacturing in the US is still too expensive, the analysis notes that 35% of iPhone and iPad demand could come from India. Moreover, they have already earned an exemption from the Chinese tariffs, although the escalating conflict could threaten that.

With global tensions only increasing and a trade war with China seeming unavoidable, top US companies are looking to navigate the rough waters. Among them is Apple (AAPL), whose stock was heavily impacted by the tariff threats from the US against Asian nations like China and Taiwan. Recently, the iPhone developer made the news after flying in millions of iPhones into the US to avoid the tariffs. Now, Apple is eyeing another big move to protect itself against tariffs and secure the future growth of the company.

The company is trying to diversify by shifting some iPhone production to India, and Wearables and Mac production to Vietnam. Apple isn’t looking to move production to the US due to high costs, but will likely explore that as a last resort. The move would be a small step towards further protecting itself from Donald Trump’s US tariffs. However, the latter’s threats continue to grow.

Apple has had a rather slow start to 2025 so far. The stock has dropped more than 15% over the last six months, firmly trading below the $200 mark. Moreover, things could be set to get even worse. Specifically, the White House revealed that tariffs on China could reach heights of 245% amid a brewing trade war. This tariff rise could be a fatal blow for Apple Inc. and its stock shares, sending the stock lower. Fortunately, there are still bits of optimism amongst investment firms.

Also Read: Ford Suspends Shipments to China Amid US Trade War

According to a recent update from Evercore ISI, Apple stock (AAPL) could return to form because of its status. It remains a dominant retail tech firm, with attractive margins of 46%. Additionally, they projected that the financial impact of Chinese tariffs would persist but sit at around 20%. This would result in a cost of goods sold (COGS) inflation of as much as$8 billion for the company.

Still, they note that one way the company could curtail this is by shifting production. Although manufacturing in the US is still too expensive, the analysis notes that 35% of iPhone and iPad demand could come from India. Moreover, they have already earned an exemption from the Chinese tariffs, although the escalating conflict could threaten that.