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July 22, 2021
Uncategorized

中美貿易戰 iPhone銷售額可能減少800萬美元

中美貿易戰火持續延燒,新一波關稅風雨欲來,這一回合的課稅項目,大多是消費導向商品。iPhone也在這波課稅名單當中,分析師估計,未來一年內iPhone減少大約600-800萬部的銷售量。

總統特朗普無預警宣布對中國價值3000億美元的商品加徵10%的關稅,並於9月1日起實施。儘管尚未公佈更多細節,但市場普遍認為蘋果產品都會因此受此影響。分析師發表悲觀看法,今年9月,預料蘋果將推出三款新iPhone表示關稅可能會讓最新款的iPhone價格提高75〜100美元,消費者恐受打擊。

另有分析師表示,如果蘋果選擇吸收關稅,讓美國iPhone價格保持不變,那麼將使該公司2020年的每股盈餘下跌約4%。相反,如果蘋果選擇通過提高iPhone的售價來將成本轉嫁給消費者,那麼估計該公司將在未來一年內減少大約600-800萬部iPhone的銷售量。

蘋果曾在6月份時向美貿易代表萊特西澤致函表示,任何進一步的關稅擴大或加徵都會影響該公司的主要產品,包括iPhone、iPad和Mac。此前,有報導指出蘋果考慮在未來三年內將15-30%的產能移出中國。而相關數據分析公司則認為,蘋果較有可能在未來18至24個月內,將5-7%的iPhone產能適度轉移。

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