Apple Supplier Luxshare Evaluates U.S. Move for Automated Manufacturing

Facing tariffs on Chinese goods, Luxshare considers relocating automated production to the U.S. as part of a broader supply chain strategy.

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.