Apples challenges 2025 Nvidias strategy against export controls

Apple's difficult year 2025

Apple $AAPL (-0.52%) is facing major challenges in 2025. The share price has fallen by 19% over the course of the year, leaving investors concerned. At the same time, the company is facing an antitrust investigation by the Department of Justice (DOJ), which is shaking confidence in the company's management. Another conflict is the bitter legal dispute with Epic Games over App Store purchases, which raises the question of control over digital platforms. The introduction of an improved Siri has also been postponed indefinitely, which shows that Apple is lagging behind competitors such as Google and Samsung in the field of artificial intelligence. $GOOGL (-1.95%) and Samsung $102780 are lagging behind. Added to this is the announcement of former design chief Jony Ive working on a new consumer product with Sam Altman and OpenAI. These developments present CEO Tim Cook with an unprecedented challenge, especially in light of former President Trump's demands that Apple should produce iPhones in the US or else face high tariffs. This mixed situation is causing uncertainty and casts Apple's future in a different light.

Nvidia's new strategy for China

In the USA, Nvidia $NVDA (+0.99%) is reportedly planning to launch a new AI chip that will be cheaper for the Chinese market than the previous H20 model. This decision is a direct response to the US export restrictions imposed by the Trump administration in April. These measures have severely restricted the shipment of Nvidia's H20 chips to China, which is expected to result in a drop in sales of up to 5.5 billion dollars per quarter. Nvidia's market share of AI chips in China has fallen from an impressive 95% before the export restrictions in 2022 to just 50% currently, which CEO Jensen Huang finds worrying. Despite these setbacks, China remains a key market for Nvidia, accounting for an estimated 13% of sales in the 2025 financial year. Huang highlights that the Chinese AI market is expected to reach 50 billion dollars in the next two to three years. Missing this opportunity could mean a significant loss for Nvidia, which is why adjusting its strategy for China is of great importance.

Sources:

https://finance.yahoo.com/news/apples-difficult-2025-is-tim-cooks-biggest-test-yet-193007489.html

https://finance.yahoo.com/video/nvidia-stock-export-controls-mean-180000127.html

batic420@batic420

As a $AAPL fanboy, I've been following the company's decisions and Apple's current situation more and more closely lately.

What frustrates me so much is the "artificial intelligence" factor, as already described in the article, Apple is far behind here and anyone who owns an iPhone or other Apple product knows how poorly Siri works - even in comparison to standard assistants such as Alexa, which have also been on the market for a long time,

I'm curious to see how Apple will continue to develop here. After all, they can't rest on their laurels and are now in a situation where development and progress are extremely important.

Let's see how the new M-family chips perform, whether Tim Cook can once again conclude a special arrangement with DJT and whether Apple can finally score properly in terms of AI and integrate the whole thing well into its ecosystem. 😎

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Apple's challenges 2025 | Nvidia's strategy against export controls