🖼 🍎 Apple faces multiple challenges: Trump's pressure, regulatory review, and AI competition

🍎 Apple Faces Multiple Challenges: Trump's Pressure, Regulatory Review, and AI Competition

Apple Inc. and its CEO Tim Cook are facing pressure from multiple parties:

* Pressure from the Trump Administration: Trump demanded that Apple produce iPhones in the United States. Otherwise, it will face a 25% tariff threat, which could cause the price of the iPhone to exceed $3,000.
* Regulatory Pressure: Regulatory agencies in the United States and Europe are reviewing Apple's App Store policies, which may force it to allow developers to bypass high commissions. A federal judge criticized Cook for making the wrong choice. The EU also requires Apple to make similar rectifications overseas.
* AI Competition: Jony Ive, the designer of the iPhone, joined OpenAI and plans to launch AI - driven innovative devices, which may pose a threat to Apple's core business. OpenAI plans to produce 100 million AI "companion" devices.
* Supply Chain Risks: Although Apple has transferred part of its iPhone assembly business to India, it still relies on China for core components and it is difficult to fully achieve "Made in the USA".
* Profit Margin Challenges: Apple's service business has a gross profit margin of over 70%, but it faces regulatory review, which may affect the consumption of teenage users. The Google antitrust case may cause Apple to lose about $20 billion annually in Safari's default search engine fees.
* Stock Price Decline: Apple's stock price has fallen 25% from its high point. Investors are worried about whether Apple can maintain its competitiveness in the AI era.

(IT Industry Information)

via Teahouse - Telegram Channel