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Apple supplier eyes US shift for highly automated production

Published on: 2025-05-07 06:40:27

A new report from Reuters today says that Apple supplier Luxshare is considering moving some production outside of China, including to the United States, in response to Trump’s tariffs. According to the report, Luxshare co-founder Wang Laichun made the comments during a call with analysts on Wednesday. Laichun explained that Trump’s tariffs will “have little impact on profits and revenue” for Luxshare, as the company exports “only a small amount of finished products to the United States.” Today, Luxshare has factories and research centers in China, Malaysia, Thailand, Vietnam, and the United States. The company handles assembly of select iPhone models and production of AirPods and Apple Watch. “If there is a commercial guarantee and we are able to conduct a good evaluation, we do not rule out having some products being localised to meet the needs of the U.S. market,” Wang said during the call. She added that any investment in North America would require “long-term development and sa ... Read full article.