Apple supplier Luxshare is exploring options to shift some manufacturing outside of China, potentially to the United States, in response to ongoing tariff pressures. Despite these trade barriers, the company maintains that its profitability remains largely unaffected, as only a small portion of its finished goods are exported to the U.S.
Luxshare currently operates facilities across China, Malaysia, Thailand, Vietnam, and the United States, handling assembly for select iPhone models, AirPods, and Apple Watches. Co-founder Wang Laichun indicated that any investment in North America would focus on highly automated production, ensuring efficiency while minimizing costs.
In addition to U.S. expansion, Luxshare is evaluating increased investment in Southeast Asia, reflecting broader industry trends toward diversified manufacturing locations. While Luxshare does not anticipate hardware suppliers directly absorbing tariff costs, industry-wide concerns persist regarding pricing pressures and supply chain disruptions.