According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty created by the unpredictable nature of Trump's tariff policies. While no one can say for certain what direction the policy will take, two things are clear: assembly lines will not remain in China, and they will not return to the US.
Shifting tariffs have thrown global supply chains into disarray. Many clients, caught in the uncertainty, have halted shipments and paused production until tariff rates are clarified, demanding a renegotiation of prices before any new manufacturing can proceed. No timeline has been given for when operations might resume.
On April 7, multiple Chinese Apple suppliers responded to the Trump administration's newly announced "reciprocal tariffs." Reports from Xinhua and Sina show that many A-share listed firms downplayed their US exposure and said the policy would have minimal operational impact. They also cited diversified production and flexible strategies to manage risk.
