An Inconvenient Thought

Propensity to fight losing battles

How would you like your iPhones tariffed?

Erin Doherty, Hakyung Kim, and Lori Ann LaRocco reporting for CNBC:

President Donald Trump exempted smartphones, computers, and other tech devices and components from his reciprocal tariffs, new guidance from U.S. Customs and Border Protection shows.

The 20 product categories listed in the CBP guidelines are apparently exempt from the 125% tariff imposed by Trump on Chinese imports and the 10% baseline tariff on imports from other countries. A 20% tariff on all Chinese goods remains in effect.

Remember when Apple scrambled at least five planeloads of products from India and China just before the tariffs kicked in? I’m sure they are still glad they did it, even with this new exemption. Classic example of a low-regret decision.

Also, in Accidental Tech Podcast episode 634, two of the three hosts revealed that, in anticipation of supply disruptions and higher prices, they rushed to buy Apple products earlier than they originally planned to.

If Apple raises its prices in the U.S., maybe I should start taking orders to buy Apple products from Singapore for friends living in the U.S.