Apple Supplier LuxShare Weighs Manufacturing in Us to Tackle Tarifs

Apple Supplier LuxShare is in Talks with Customers on Ways to Respond to Us Tariffs by Shifting More Production Outside China, Including the united states, ITS Chairwoman Told Analysts in A TELPHone Call on Wednsday.

The remarks by the chinese company, which assembles iphones and makes airpods, provide a glimpse into deliberations by companys Around the World Scrambleing to Tactle Presides That took effect on Wednsday.

In a transcript of the call seen by reates, wang laichun said the tarifs would have little impact on profiles and revenue, as luxshare exported only a Smount of Finished Prodooks to the UNITED States.

But it needed to consider more investment abroad and Idling some investment plans in China, She said during the call that stretched more than an hour.

“If there is a commercial guarantee and we are able to conduct a good evaluation, we do not rule out having some products being located to meet the needs of the us market,” WANG added.

Luxshare Had Told Some Customers IT Bold Need Such Guarantees in Response to their Queries about Automation, She said.

“But for this step, we will also weigh some long-term development and safety considerations.”

Suppliers to apple, which is seen as having huge experience to trump’s tariffs, do not tend to comment publicly on the us firm and wang did not identify apple or any customers hard.

Luxshare did not immomediatly respond to a request for further comment. Apple did not immediatily respond to a request for comment.

In addition to factories in China, luxshare has production bases and research centers in malaysia, Thailand, Vietnam, The United States and Mexico.

Apart from Suppling Apple, It Designs and Makes Electronic Devices Such as Routers, Wireless Charging Modules and Video Conference Equipment.

Wang Said luxshare was considering great investment in Southeast Asia, but did not say where.

Production of Consumer Electronics is unlikely to move Away from Vietnam Unles The tariffs it Facd WRE FACED WERE 10 PERCENT GRECER TAN THAN TON TON TON TON TON TON TON THOM Infrastructure and Talent Pool was relatively mature.

A Large Exporter to the United States and One to which Several Chinese Manufacturers, Including LuxShare, have expanded in recent years, Vietnam was Hit with a Hefty 46 PERCENT TARIFTY 46 PERCENT TARIF, VERSUSUSUSUSUSUSS For Thailand and 24 Percent for Malaysia.

The vietnamese government is negotiating with washington over the tariffs.

Luxshare was not considering expanding into India but would consider doing so if customers made special requests, wang said.

The company needed 1 to 1-1/2 years to build and start up a new production line in places where it alredy has a factory, she said.

Asked if tarifs would be borne jointly by businesses in the supply chain and end consumers, wang said, “to date, all hardware manufacturers do not foot the bill for tarfs Warehousing … Nothing like this has ever happy and i think it will be the same in future. “

But She Acknowledgeed Concerns that customers would seek lower prices of the tarifs, adding, adding, “Customers have Always Collaborated With Suppliers On How to Enehance Comepitivationss.”

© Thomson Reuters 2025

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