Samsung makes fun of heavy iPhones in new Galaxy S25 Edge ad – SamMobile

🔍 Summary:

In a recent earnings call, Apple CEO Tim Cook discussed the significant financial impact of U.S. tariffs on the company, estimating an additional cost of $900 million per quarter if the current tariff situation remains unchanged. These tariffs, which have been imposed at a rate of 145% on imports from China and 46% from Vietnam, are reshaping the supply chains of major tech companies like Apple and Samsung. Apple, which has been heavily reliant on Chinese manufacturing for its iPhones, is now shifting some production to India due to its lower tariff rate of 26%. Similarly, Samsung, which primarily manufactures in Vietnam, is also considering India for U.S. bound products to mitigate tariff impacts.

The financial strain is evident as Apple’s potential $900 million quarterly cost is a substantial figure, even against its Q1 2025 revenue of $95.4 billion. This situation also poses a risk to Samsung, which not only produces consumer electronics but also components like semiconductors, which are subject to different tariff rates. Both companies might face the tough choice of either increasing U.S. prices or reducing profit margins on their devices. This could lead to higher prices for flagship smartphones, potentially reducing consumer demand and impacting sales.

The ongoing tariff issue underscores a volatile environment that could further complicate the operations and financial health of tech giants, affecting the overall smartphone market and possibly leading to less feature-rich products for consumers.

📌 Source: https://www.sammobile.com/opinion/if-apples-eating-900-million-in-tariffs-what-hope-does-samsung-have/