Apple supplier Luxshare may shift production from China to US, chairperson Wang Laichun says 'If there is a commercial guarantee and we are …'

Apple supplier Luxshare , the Chinese company that helps assemble iPhones and makes AirPods, is reportedly exploring options to move more of its production out of China. According to news agency Reuters, the company’s chairperson, Wang Laichun , told analysts that they are speaking with customers about setting up manufacturing in other countries, including the United States. This move comes in response to new US tariffs announced by President Donald Trump , which impacts products imported from over 100 countries.


“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. Stating that the current tariffs would not significantly affect Luxshare’s profits or revenue, she added that the company might pause some planned investments in China and look at investing more overseas.


Wang also mentioned that Luxshare has told some of its customers that it would need solid guarantees before setting up services in North America, especially for products made with high automation. She explained that any big move like this would be carefully thought out, keeping long-term growth and stability in mind.


While Luxshare didn’t name Apple directly during the call, the company is known to be one of Apple’s key partners. In addition to working with Apple, Luxshare also designs and manufactures a range of tech products like routers, wireless chargers, and video conferencing tools.


No plans to expand to India, says Wang Laichun

Wang said Luxshare is considering expanding more into Southeast Asia, although she didn’t mention any specific countries. Interestingly, the company isn’t currently planning to expand into India unless a customer specifically requests it.


Besides China, Luxshare already has factories and research centers in the US, Mexico, Vietnam, Malaysia, and Thailand. Vietnam, one of Luxshare’s main manufacturing hubs, was hit with a high 46% tariff under the new rules—more than Thailand (36%) and Malaysia (24%). The Vietnamese government is now negotiating with the US to reduce these tariffs.


According to Wang, if the company decides to set up new production lines in countries where it already has factories, it would take about 1 to 1.5 years to complete.



When asked whether Luxshare or its customers would absorb the tariff costs, Wang said: "To date, all hardware manufacturers do not foot the bill for tariffs or logistics warehousing ... Nothing like this has ever happened and I think it will be the same in future."



However, she acknowledged that customers may try to push for lower prices because of the tariffs.