Frightened by the threat of Donald Trump’s customs taxes, American consumers rushed to the iPhone in the second quarter. Apple was able to take advantage of the situation, but the real difficulties will begin.
Since 2007 and the very first iPhone, Apple sold 3 billion (!) Of smartphones, revealed Tim Cook during the presentation of the financial results of the third tax quarter of the company (which covers the second quarter of the calendar). It took a little more than four years to go from 2 to 3 billion … and much longer for the counter to cross the threshold of the first billion, which was done in July 2016.
3 billion iPhone sold
The 4 billion are therefore already within sight; In fact, Apple could achieve this within three years. Tim Cook also explained that the iPhone family knew ” Two -digit growth compared to iPhone 15 In other words, a record in terms of renewal. Apple Intelligence will undoubtedly play a big role in accelerating sales … If only Apple manages to catch up in this area.
The new Siri is expected at the turn, after the postponement announced at the start of the year. “” We are progressing well towards a more personalized version of Siri, which we plan to launch next year “Explains the leader. “” Our goal is to integrate AI features into the entire platform, in a deeply personal, respectful of privacy. It may be necessary to call on competitors’ models …
It comes back to the last quarter, the iPhone range represented $ 44.5 billion, a figure up 13 % compared to the same period last year. A progression that is explained in particular by the appetite of American consumers: the fear of Trump customs tariffs and the rise in possible prices for imported smartphones pushed them to buy a new model.
« Regarding early purchases linked to concerns about prices and customs duties, we actually observed signs of this behavior at the beginning of the quarter “, Deciphered Tim Cook to CNBC. The American president had announced his “tariffs” in early April. Taxes that cost 1 point in turnover growth (94 billion) on the 10 points recorded by Apple – the most important progression since December 2021.
The still moving situation on the customs duties file cost 800 million dollars in Apple in the second quarter, 100 million less than estimated previously. “” For the September quarter, assuming that the rates, policies and methods of application of customs duties remain unchanged until the end of the quarter and that no new right is added, we estimate that the impact could increase our costs by around 1.1 billion dollars Adds Tim Cook. Not far from 2 billion for two quarters. The second term Trump will seem very long.
Contrary to what Donald Trump thinks, customs duties are not paid by exporting countries, but by American companies … and therefore, in the end, American consumers. It is rumored that future iPhone 17 could be $ 50 more expensive than expected.
Nevertheless, Tim Cook wanted to do against bad fortune good heart. “” Ultimately, we will produce more in the United States He says. “” We have hired $ 500 billion in investments in the United States over the next four years “, By” forgetting “to recall that this huge program was born under the presidency Biden. “” We have already started making fleas in Arizona, as well as semiconductors in 12 states, 24 factories, and many other projects are underway. »Sufficient to calm the White House? It is not certain at all!
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