Impact of the proposed US tariffs on the PC supply chain
According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:
- Price increases for consumers and businesses
- Supply chain instability as manufacturers will seek alternative markets
- Long-term changes in production, possible relocation of production to other countries
The duties would particularly affect companies like Dell $DELL, HP $HPQ and Apple $AAPL and could make electronics more expensive in the US market.
In the end, these companies should not be affected so much.
Those tariffs don't help anything and this is how it will hurt those American companies.
This shouldn't be such a problem, but it would be bad if it significantly affects $AAPL.
I'd still like to see some analysis of what the price increase would be if everything was made in the US;)