From “Apple mulls shifting 15%-30% of output from China amid trade war” posted Wednesday morning on Nikkei Asian Review:
Key iPhone assemblers Foxconn, Pegatron, Wistron, major MacBook maker Quanta Computer, iPad maker, Compal Electronics, and AirPods makers Inventec, Luxshare-ICT and Goertek all have been asked to evaluate options outside of China, multiple sources say. Many other Apple suppliers such as print circuit board and casing providers are closely monitoring where these major assemblers would shift their production…
The countries being considered for diversification include Mexico, India, Vietnam, Indonesia and Malaysia. India and Vietnam are among the favorites for smartphone diversification, the people said, who asked for anonymity as the discussions are private.
My take: Note that the U.S. was not on Nikkei’s list. Hope the President doesn’t see it.