Apple is set to announce its fiscal second-quarter earnings on May 1 (Pacific Time). Analysts anticipate the company will hit revenue targets, supported by stronger-than-expected iPhone sales and steady demand for MacBooks and iPads. However, rising geopolitical tensions and seasonal softness are casting a shadow over its near-term outlook.
After pressuring the UK to ban Huawei's 5G gear on national security grounds, the Trump administration is widening its trade assault on China, this time zeroing in on shipbuilding and port infrastructure. New tariffs will target Chinese-made vessels and port equipment, including gantry cranes, containers, and chassis.
Apple's fiscal second-quarter results, reported on May 2, presented a mixed picture: strong global sales growth and expanding services revenue on one hand, but on the other, weakening performance in China and intensifying regulatory and geopolitical headwinds.
As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of strategic limbo, anxious over the potential implications of every twist and turn in US tariff decisions.
