Impact of the proposed US tariffs on the PC supply chain
According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:
- Price increases for consumers and businesses
- Supply chain instability as manufacturers will seek alternative markets
- Long-term changes in production, possible relocation of production to other countries
The duties would particularly affect companies like Dell $DELL, HP $HPQ and Apple $AAPL and could make electronics more expensive in the US market.