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A comment on iPhones Could Cost Up to $2,300 in the U.S. Due to Tariffs, Analyst Says. Parent comment

Re:iPhones Could Cost Up to $2,300 in the U.S. Due to Tariff... by alephnerd on Saturday April 05, 2025 @09:31AM (#43593342)
The alternative is severely reduced purchases, which are an even more severe hit to all the metrics mentioned.

Margins are important, but so is rate of sales. Hence the statements in the original Reuters article.

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Re:iPhones Could Cost Up to $2,300 in the U.S. Due to Tariff... by JumpCrisscross on Saturday April 05, 2025 @10:58AM (#43593987)
> alternative is severely reduced purchases

Doubt it. Keep a cheap upgrade option with an older and reduced BOM and then use the tariffs as an excuse to boost the top-of-the-line offering to $3k.

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Re:iPhones Could Cost Up to $2,300 in the U.S. Due to Tariff... by alephnerd on Saturday April 05, 2025 @11:15AM (#43594110)
I agree with that, and that is most likely what will happen.

But my point is I would be very shocked if base model iPhones, lower specced Pro models, and the 16e would see a price increase beyond 15%.

At the higher tier (Pro Max, and maybe even Pro) absolutely, as those were already out of the price range of the average consumer.

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Re:iPhones Could Cost Up to $2,300 in the U.S. Due to Tariff... by JumpCrisscross on Saturday April 05, 2025 @11:29AM (#43594205)
> would be very shocked if base model iPhones, lower specced Pro models, and the 16e would see a price increase beyond 15%

I’ll also be shocked if they take much margin hit there. All of the iPhone’s competitors are also getting tariffed, after all. And the tariffs don’t bridge the labour-cost difference, so it’s not like launching domestic production would make sense even if you could trust that these policies will stick.

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Re:iPhones Could Cost Up to $2,300 in the U.S. Due to Tariff... by petre on Saturday April 05, 2025 @11:16AM (#43594117)
That's why Buffet sold his Apple stock: he saw this coming. Now he can buy it at a discount.
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Re:iPhones Could Cost Up to $2,300 in the U.S. Due to Tariff... by wg0 on Saturday April 05, 2025 @03:37PM (#43596226)
Apple consumers aren't price sensitive. If they were, they wouldn't buy Apple.
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