Smaller businesses have also retreated. Shortly after the tariffs were announced, Razer halted laptop sales in the United States. Sales of some models that are no longer profitable under the additional fees have been halted by Framework. Numerous brands are awaiting the outcome of the price increase.
This occurs shortly after the demand for PCs increased globally. The first quarter of 2025 saw a 4.9% year-over-year increase in shipments. The spike occurred as businesses and consumers scrambled to place orders ahead of the end-of-life updates for Windows 10 and before the tariffs went into effect. However, experts predict that bump will pass. According to IDC, the tariffs will increase prices and reduce sales for the remainder of the year. Demand is also anticipated to be negatively impacted by ongoing economic uncertainties.
U.S. consumers are likely to face both shortages and higher prices. With imports paused, inventory of key laptop models may run low in the coming weeks. Acer’s CEO confirmed an expected 10% price hike to offset the tariff burden.
Apple is the only major brand not halting shipments. It prepared in advance, filling U.S. warehouses before the tariffs hit. Apple is also flying in more iPhones from India, where the U.S. tariff is 26%, compared to the 104% rate on China-made goods. This has allowed Apple to keep its supply steady and avoid raising prices for now.
The rest of the industry is still figuring out how to deal with the sudden changes.
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