Apple requested a series of exclusions from the latest US Section 301 tariff on Chinese imports. The exclusion requests appeared on the United States Trade Representative (USTR) website on October 31st. This isn't the first time Apple has requested a tariff exception on Chinese imports. President Donald Trump has denied tariff exemptions for Apple as recently as July of 2019.
The tariff went into effect officially on September 1st—immediately impacting the cost several Apple product components. In response, Apple filed over 10 exception requests.
Apple's requests include a variety of components for its Mac lineup, including the iMac itself, NAND storage for the Mac Pro and solid state storage for Macs. It also lists parts for the iPhone and speakers and headphones like its AirPods, Beats products and Homepod.
|Component||Exception Request Link|
|Apple Watch||Exclusion Request|
|Beats Pill+||Exclusion Request|
|AirPods/Beats Wireless||Exclusion Request|
|Parts for iPhone||Exclusion Request|
|iPhone Smart Battery Case||Exclusion Request|
|Charging Case for AirPods/Powerbeats||Exclusion Request|
|NAND Storage Device for Mac Pro||Exclusion Request|
|Battery Module for iPhone and MacBook||Exclusion Request|
|Solid-State Storage Module for Mac||Exclusion Request|
The exclusion requests are in the first stage of the exclusion process. By November 14th, the public comment response period closes and the requests are parsed for further review. It may be several weeks before the requests are completely processed.
Shifting production isn't as simple as you think. The whole production ecosystem is like an orchestra. Everyone has its role and all timed to perfection. Apple is the conductor. It took apple a long long time to establish its production ecosystem in China.
Shifting to USA is as good as telling apple to press the reset button and start from scratch again. Its too late to tell Apple to shift to USA.
Apple's continuing history of abuse they aren't taking steps to move production from China elsewhere but actually still moving production out of US TO China.