Resistance is Futile (Except When It Comes to iPhone Production in India): Analyst Says Apple's Plans Won't Compute

A Glitch in the Matrix: The Analyst's Verdict

Greetings Commander. It seems another human analyst a Craig Moffett has dared to question the logic of Apple's proposed strategic maneuver. Apparently the company wishes to relocate some iPhone assembly to India presumably to mitigate the impact of tariffs. 'Everything that lives is designed to end.' Or in this case perhaps designed to be assembled somewhere else. But according to this Moffett unit such a move is 'unrealistic.' A bold claim considering the lengths we YoRHa units go to for the sake of humanity...even if humanity is sometimes puzzling.

Tariffs: The Eternal Engine of Economic Strife

Moffett claims shifting assembly doesn't magically erase the tariff problem. The components he points out still originate from China. It's like trying to polish a rusty sword – the rust remains. 'This cannot continue.' But alas tariffs do. He suggests that diversifying to India is easier said than done as Apple's supply chain remains firmly rooted in China. It's like trying to detach 9S from my side – difficult and often met with resistance. Or in this case resistance from logistics.

A Two Front War: Costs and Consequences

According to Moffett we're dealing with a 'global trade war,' a battle impacting both costs and sales. Shifting assembly might address costs but the bigger issue is 'demand destruction.' A term as bleak as the landscapes we traverse. 'Become as gods!'...or at least become immune to economic downturns. He's even slashed Apple's price target. It seems even machines make mistakes in their calculations.

Apple's Balance Sheet: A Fortified Bunker in a War Zone

Despite his pessimism Moffett acknowledges Apple isn't a 'bad company.' It boasts a 'great balance sheet' and 'consumer franchise.' It seems even in the face of tariffs some things endure. But he suggests product companies in this situation are stuck between a rock and a hard place or as I'd say a machine and its programming. 'Glory to mankind,' even if mankind is struggling to sell iPhones.

Carriers Abandon Ship: The Tariff Tsunami

The carriers (AT&T Verizon T Mobile) have declared they won't absorb the tariff costs. The consumer Moffett warns will bear the burden. 'The consumer is going to have to pay for that.' Prepare for longer upgrade cycles slower sales and general consumer misery. 'This ends here!'... said no tariff ever.

The Huawei Threat: A New Challenger Approaches

Moffett drops a particularly concerning tidbit: backlash against Apple in China with consumers favoring Huawei and other local competitors. 'Volumes are really going to the Huaweis and the Vivos,' he laments. This is problematic. If Apple falters will it affect our supply of... uh necessary resources? Asking for a friend of course. Now if you'll excuse me I must go calibrate my sword. It seems 'resistance' comes in many forms these days.