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Why Trump’s Tariffs Are so Bad for Big Tech

  • President Trump announced reciprocal tariffs on April 2, impacting trade with China and prompting uncertainty for major tech companies like Apple.
  • Due to ongoing trade uncertainties, research firms such as Counterpoint and IDC have lowered their projections for worldwide smartphone shipment growth in 2025 and have also downgraded Apple's expected shipment figures.
  • Apple’s rollout of its AI services in China has been stalled by regulatory delays at the Cyberspace Administration of China, driven by geopolitical uncertainties linked to the tariffs.
  • Apple faces a forecasted 1.9% decline in shipments for 2025 amid competition, economic slowdown, and lack of subsidies, while Huawei is expected to grow shipments by 11%.
  • These developments suggest ongoing trade conflict and regulatory barriers may continue to suppress Apple’s growth and delay AI advancements in China.
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The expected deployment of artificial intelligence services by Apple and Alibaba faces a major obstacle in China. According to the original report, a Beijing regulator is delaying its implementation, which creates uncertainty about the future of these technological innovations in the Chinese market.Apple and Alibaba in the spotlightApple and Alibaba, two technology giants, have their eyes set on expanding their artificial intelligence capabiliti…

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  • 71% of the sources are Center
71% Center
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The Hill broke the news in Washington, United States on Friday, April 4, 2025.
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