What's at Risk for Apple in U.S.-China Trade War?

The transcript discusses the challenges Apple faces due to trade tensions with China, including potential impacts on iPhone sales and Apple's valuation. It highlights concerns about a trade war, the company's financial strategies, and supply chain issues. The discussion includes insights into Apple's stock repurchase program and the difficulty of relocating manufacturing from China. Tim Cook's expertise in supply chain management is noted as a key factor in navigating these challenges.

What is a major concern for Apple regarding its sales in China?

• Lack of innovation in new models

• High production costs

• Negative media portrayal of the US

• Increasing competition from local brands

How does Apple's stock repurchase program help the company?

• It helps stabilize earnings amidst market volatility

• It reduces the company's debt

• It increases the number of shares available

• It allows for more investment in research and development

What is a potential consequence of a 25% tariff on phones imported from China to the US?

• Decreased competition in the market

• Increased sales in the US

• Higher prices for consumers

• More manufacturing jobs in China

Why is it challenging for Apple to move its manufacturing out of China?

• Lack of skilled labor in other countries

• High precision required for products

• Legal restrictions on moving operations

• Insufficient demand for Apple products

What alternative location is Apple considering for manufacturing, according to Tim Cook?

• Mexico

• Vietnam

• India

• Indonesia