The escalating US-China trade conflict is placing consumer electronics and high-tech industries at the center of geopolitical strain. As trade barriers rise and nationalism grows, American brands such as Apple and Tesla are increasingly vulnerable in the Chinese market, facing both regulatory headwinds and shifting consumer sentiment.
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.