The United States has implemented new 10% tariffs on goods imported from 60 countries, including those where most iPhones and Macs are assembled. These tariffs, effective July 24, 2026, follow a lapse in a previous blanket import tax and stem from an investigation into forced labor practices.

Apple's supply chain, which relies on manufacturers like Foxconn, Luxshare, and Pegatron operating in affected nations, could be significantly impacted. While the tariffs cover 99.4% of U.S. imports, the U.S. Trade Representative may grant exemptions for products that could cause economic disruption, cannot be sourced domestically, or do not substantially contribute to eliminating the targeted labor practices.

Despite potential exemptions, Apple's reliance on overseas manufacturing, particularly given past labor practice concerns at facilities like Foxconn, suggests potential challenges. It remains unclear how Apple will navigate these new trade measures, though outgoing CEO Tim Cook's relationship with President Trump might play a role in minimizing exposure.