Apple's iPhone Stockpile Could Disrupt Supply Chain Amid Looming Chip Tariffs, Warns Top Analyst — Identifies Cupertino's Best Option Beyond White House Talks

Quick Summary:

Apple Inc.(NASDAQ:AAPL) may have avoided the worst of Donald Trump's new reciprocal tariffs—for now—but top analyst Ming-Chi Kuo warns that the company's supply chain could still face major disruptions in the months ahead.

What Happened: Apple has temporarily dodged steep tariffs on Chinese-made electronics, including iPhones, iPads, Macs, Apple Watches, and AirTags, following an exemption granted by Trump late Friday.

In a post on X, Kuo noted that Apple began stockpiling U.S.-bound iPhones after the Lunar New Year, which fell in late January, building up more than two months of inventory in anticipation of trade volatility.

---

More Pictures

---

Read Quick SummarySave Time

or

Article Details

Author / Journalist: Ananya Gairola

Category: Technology

Markets: United StatesChinaIndia

Topics: Supply Chain IPhones Markets Benzinga US0378331005 Ming-Chi Kuo Stories That Matter Gadgets Donald Trump Appleverse News AAPL Tariffs Benzinga neuro Tech

Source Website Secure: Yes (HTTPS)

News Sentiment: Negative

Fact Checked: Legitimate

Article Type: News Report

Published On: 2025-04-14 @ 02:31:21 (2 days ago)

News Timezone: GMT +8:00

News Source URL: benzinga.com

Language: English

Article Length: 577 words

Reading Time: 4 minutes read

Sentences: 25 lines

Sentence Length: 24 words per sentence (average)

Platforms: Desktop Web, Mobile Web, iOS App, Android App

Copyright Owner: © Benzinga

News ID: 27854428

View Article Analysis

About Benzinga

Main Topics: Technology

Official Website: benzinga.com

Update Frequency: 25 posts per day

Year Established: 2010

Headquarters: United States

News Last Updated: 10 hours ago

Coverage Areas: United States

Ownership: Independent Company

Publication Timezone: GMT +8:00

Content Availability: Worldwide

News Language: English

RSS Feed: Available (XML)

API Access: Available (JSON, REST)

Website Security: Secure (HTTPS)

Publisher ID: #53

Publisher Details

Frequently Asked Questions