Apple Investors Seek Clarity on Tariffs and AI Strategy as iPhone Sales Decline

Nowadays, Apple is preparing the report for its second-quarter results, but the investors are curious about the results of the company’s artificial intelligence performance and how it is going to deal with the US-China tariff risk because there are strong chances of low sales of the electronics, particularly the iPhones.

Apple has presented its iPhone 16e at the low price of $599, and the investors are expecting more sales of the devices as the group revenue has risen to 4.2% for the January to March period, and the company is working on the growth production of iPads and the services.

Apple iPhone Investors Seek Clarity on Tariffs

Apple is trying to change some of its policies after the heavy tariffs were announced on every export, particularly on electronics. The Trump administration has imposed a great number of tariffs, and this has created tension for international companies.

The investors in the Apple company have a strong concern about the company’s plan to deal with the current issue, and some experts from Washington have declared that there will be some levies in the coming week.

The uncertainty in the policy and product manufacturing has affected Apple company shares because almost 90% of Apple’s iPhone manufacturing is done in China, and the parts are then exported to the US, where the assembling and other processes are carried out.

Almost 16% of the shares are down because of this tariff issue, and this has ripped off almost $600 billion from the company’s value.

As a result, the company is trying to shift its production to another country, most probably India. The analyst and investors are expecting the policies from Apple to spread the production to some more areas so it does not have to increase the device price, and the business remains intact.

Eric Schiffer, the chairman of Patriarch Organization, a California-based private equity firm that holds Apple shares, says about the current situation:

Tariffs are a sword of Damocles for Apple—dangling, disruptive, and politically charged.

What is iPhone Doing with AI?

Apple is facing questions from investors because, unlike its strong rivals like Alphabet and Samsung, which are extensively using the AI-powered features in their mobile phones, Apple is not taking advantage of such technologies at this level.

An example of such a case is the improvement in the AI voice Siri in the iPhones, which is delayed to 2026. Another mistake by the company is that it has made an ad and run it everywhere with the AI features that it is going to add to its model later, but at the moment, it does not have any of them.

China is the main hub of AI innovation, where local companies like Huawei are taking charge of the mobile dominance, and iPhone is losing its popularity and market share. There are many other points that are bothering the investors about Apple’s policy.

The AI is ruling the world, and integrating AI features into the digital system is considered a necessity for the time being. If you want to add the AI features to your web solutions, then you must see the performance of Weborik Hub, satisfying the hundreds of customers for their

Still, Apple is doing good business because of the good price value of the iPhone 16e, and its features are fairly economical as compared to its price.

Summary

The Apple investors are raising questions about the policy to deal with the tariffs and the company’s policies to deal with the current situation. Most probably, Apple is going to change the production region because shipping the parts from China will cause a lot of charges.

Moreover, the company is not utilizing the AI features as expected, and the rivals are making changes in their mobile to beat the competition. Investors seem worried about the future steps by the company, but hopefully, Apple has planned something interesting.