From Yahoo Finance: 2025-04-30 10:10:00

The US-China tariff situation remains uncertain, with current tariffs at 145%. President Trump hinted at reducing tariffs during an event, affecting the consumer electronics supply chain. OEMs are stockpiling inventory to mitigate revenue challenges. Apple may be heavily impacted due to its reliance on China for supplies.

As US consumers rush to upgrade devices before tariffs, OEMs face a dilemma of passing costs onto consumers. Revenue uncertainty and supply shortages add to the challenges, potentially stalling production improvements. Apple may see short-term relief with exemptions, impacting Samsung’s production strategies.

Tariffs could disrupt the supply chain, leading to price spikes for devices. Higher prices may extend consumer upgrade cycles, affecting OEM revenues. Achieving revenue stability in 2026 will be crucial amid the volatile environment. OEMs must adapt strategically to navigate the challenges ahead amid the looming tariff crisis.

Read more: Landscape for device OEMs is fraught with uncertainty