*Walter Bloomberg|Sep 09, 2025 13:07
AAPL - APPLE TO RAISE IPHONE PRICES DESPITE TARIFF SUCCESS
Wedbush says Apple has managed tariffs well but expects iPhone Pro/Pro Max prices to rise 50–100 with the new launch. Shifting production to India will be a 1B headwind this quarter, but the move eases long-term concerns.
Analysts note that 315M of Apple’s 1.5B users haven’t upgraded in 4+ years, creating strong upgrade demand even with higher prices. Investor focus is shifting toward Apple’s AI strategy for the iPhone 17 and beyond.(*Walter Bloomberg)
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