Apple supplier Luxshare is in talks with customers on ways to respond to U.S. tariffs by shifting more production outside China, including the United States, its chairwoman told analysts in a telephone call on Wednesday.

The remarks by the Chinese company, which assembles iPhones and makes AirPods, provide a glimpse into deliberations by companies around the world scrambling to tackle President Donald Trump's tariffs that took effect on Wednesday.

In a transcript of the call seen by Reuters, Wang Laichun said the tariffs would have little impact on profits and revenue, as Luxshare exported only a small amount of finished products to the United States.

"If there is a commercial guarantee and we are able to conduct a good evaluation, we do not rule out having some products being localized to meet the needs of the U.S. market," Wang added. 

Luxshare had told some customers it would need such guarantees in response to their queries about the possibility of providing some services in North America for products made with a significant degree of automation, she said.

"But for this step, we will also weigh some long-term development and safety considerations."

One of Patently Apple’s previous reports on Luxshare was posted in Dec. 2024 titled “Apple Supplier Luxshare has taken a huge leap in Assembly Power by acquiring Wingtech's Assembly Business and more.”