this post was submitted on 07 Apr 2025
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  • New tariffs could raise iPhone prices by about 40% in the U.S.
  • Apple’s AI delays are hurting its appeal, while Chinese brands have rapidly integrated AI.
  • Nationalism and anti-Trump sentiment are driving some buyers to Chinese brands.
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[–] Joncash2@lemmy.ml 30 points 1 week ago

You don't understand. Chinese companies have been preparing for this for almost a decade now thanks to US policies. Here's manufacturing locations just for Moto.

https://motosmartphones.com/where-are-motorola-phones-made/

How much is it really made in Brazil? Enough to by pass the tariffs.

This is transhipment. China has been building an enormous transhipment network with those countries heavily dependent on Chinese heavy machinery and services. They expected this, they prepared for this. It's the US companies that tried to obey their own countries rules that are susceptible. Even Samsung has been working with China to create these networks. Soon, I would estimate, Apple will as well. The problem is, if you thought Tik Tok was a national security issue, forcing every US company to use Chinese logistics to fight your own countries tariffs...