The profits of the third quarter of Apple can show the effect of customs tariffs star-news.press/wp

Wall Street expects answers to Apple supply chain challenges, iPhone and AI Advancements before the technology profit report in the third quarter that was shown on Thursday after the market closed.

The technology giant exceeded Wall Street for the fifth quarter in a row during The second quarter profits Partially because of Consumers rush to buy Its products before President Donald Trump’s tariff actually entered. During its profits in the first quarter, Apple reached 95.4 billion dollars of revenue, an increase of 5 % on an annual basis, and a quarterly share profits per share of $ 1.65, an increase of 8 % on an annual basis. Its stock has decreased about 15 % so far this year.

Whether it can appear Apple with another better than expected, but the supply chain restrictions that partially caused the definitions and their faded developments in artificial intelligence do not preach good for the iPhone maker.

Zacks research projects Apple will report $ 88.92 billion, indicating 3.67 % growth year, as well as $ 1.42. It is expected that Apple and Mac sales will grow in the third quarter.

According to the analysts surveyed by FactSet, the technology giant has an average price goal of $ 229.43. According to Street“As we go to the post -sales profits on July 31, we see customer morale somewhat negative given the unintentionally impact of customs tariffs, opposite pioneers of investigative films in the United States, slow progress in artificial intelligence,” said analysts at the American American Securities.

Apple stock closed In 214.05 dollars on Monday.

Definitions, production changes, Chinese iPhone sales, artificial intelligence, and more

Over the past few months, Apple has had higher talents tear or Declared retirement plansThe challenges facing its supply chain of customs tariffs, amazing products versions, and conflicts to stay in the artificial intelligence race. In addition, Apple is still dealing with escalating legal cases, including a lawsuit against local monopoly and Extract fines for the application store In the European Union.

During the call of the second quarter profit from Apple, CEO Tim Cook said that the effects of the tariff may get worse in the third quarter, adding that Apple can see a height 900 million dollars at additional costs Because of the definitions.

In May, the United States and China He agreed to stop A high tariff from the sky and inclined cutting rates for 90 days. The United States reduced customs duties on China from 145 % to 30 %. Now, the two are in the middle Re -negotiation on a commercial deal.

After the declared stop, President Trump said he spoke to Cook about Apple investing in local production. “He will build a lot of plants in the United States for Apple,” Trump said of the White House.

Apple has transferred its production From China to IndiaCook said during the call of the second quarter profits that the company had no plans to change this. As of now, Apple is made 20 % of iPhone devices in India.

For June quarter, Cook said: “We expect the majority of the iPhone devices sold in the United States of India as its original country, and that Vietnam is the country of origin for all iPad, Mac, Apple Watch and AirPods products that were also sold in the United States” in the United States “

However, Apple will continue to make its products in China for most product sales outside the United States, He said.

On the upper side, Apple’s has recently seen an IPHONE sales in China. IPhone sales in the country Finally see some growthAnd if that is not enough to drop Apple to the forefront in the country’s smartphone market again. A recent report found that iPhone sales in the second quarter of Apple put a product for smartphones that revolve around the market in the fifth rank in the Chinese market, and fails its largest Chinese competitor Huawei.

In the previous quarter, Apple recorded a 2 % decrease in its revenues in China, but things may improve in the third quarter as Apple begins to see more sales.

When it comes to Amnesty International, Apple is very backward compared to its competitors.

A Bloomberg report Earlier this month I found that Apple had Its artificial intelligence technology seat Instead, use human or Openai technology to run the Siri update due next year. Apple showed the new AI’s features in TV ads before its launch was postponed until 2026. At the end of June, Apple claim was filed by shareholders to clarify them in Siri’s artificial intelligence functions. Reuters mentioned.

Last month, the annual Apple company was held The developer conference around the worldAnd investors have not been neglected on artificial intelligence advertisements for the technology giant. At the conference, Apple unveiled its basic framework, which gives third -party developers direct access to large language models on the device that operates Apple and enables developers to build AI features that work completely incompatible. A different Apple approach to artificial intelligence can prove that it is fruitful, or put it more behind its competitors, affecting the image of its company – and its profits.

However, Zacks Research says that Focus from Apple AI can help its profits, thanks to the Apple Intelligence Company available in some iPhone 16s, depending on the region.

Shannon Carroll, Jackie Snow and Catherine Ernst contributed to this article.