Apple’s Tariff Strategy: A Hidden Boost for iPhone 17?

Apple has been navigating the turbulent waters of tariff-related market disruptions, but according to Loop Capital, the tech giant might actually benefit from these challenges. The firm has reaffirmed its $215 price target and Hold rating, suggesting that Apple’s pricing and production adjustments could help sustain iPhone sales ahead of the iPhone 17 launch.

Price Hike & Strategic Timing

Loop Capital’s supply chain analysis reveals that Apple has raised the average selling price of the iPhone 17 Pro and Pro Max by $100 to $200. Interestingly, Apple’s tariff response strategy—shifting phone sales earlier into Q1 and Q2—might provide a smooth transition into the iPhone 17’s release.

Boosted Shipment Forecasts

Apple has also increased its shipment forecast for the iPhone 17 in the September and December quarters to 100 million units, up from the previous 92 million. Additionally, the iPhone 17 Air model is expected to ship 31 million units, a 15 million unit increase over earlier estimates.

Will Investors Overlook Tariff Concerns?

While tariffs could pressure profit margins, Loop Capital believes that if the iPhone 17 and iPhone 18 feature exciting new designs, investors might ignore the financial impact. Apple is reportedly planning one of the biggest hardware redesigns in years, which could drive strong consumer demand.

What’s Your Take?

Could Apple’s pricing and production shifts turn tariffs into an unexpected advantage? Will the iPhone 17’s redesign be enough to keep investors bullish?