Overview

• Luxshare, a key Apple supplier, is assessing the relocation of some automated production to the U.S. to mitigate the impact of Trump's 104% tariffs on Chinese goods.
• The company has stated that any U.S. investment would focus on highly automated production lines and require commercial guarantees and thorough evaluations.
• Luxshare expects a lead time of 1 to 1.5 years to establish new production lines, even in countries where it already operates facilities.
• Despite the tariffs, Luxshare’s leadership expects minimal impact on profits, as the company exports only a small portion of finished products directly to the U.S.
• Luxshare’s global manufacturing presence, including facilities in China, Vietnam, Malaysia, and the U.S., supports its diversification strategy to address trade policy challenges.