Back to today’s briefing

Story perspectives

Apple Moves Smart Home Production to Vietnam Amid Tariffs

10/16/2025

31 3 Full Breakdown

Summary

Story summary

Apple Inc. is shifting smart home manufacturing to Vietnam in partnership with BYD Co. Ltd. for assembly, testing, and packaging.
The move includes a smart display launching in spring 2026 and a tabletop robot with a 9-inch display in 2027.
Apple aims to diversify its supply chain away from China amid rising tensions and tariffs.
The devices will face a 20% tariff in some markets despite production in Vietnam.

1 of 1

Story summary

Apple Inc. is shifting smart home manufacturing to Vietnam in partnership with BYD Co. Ltd. for assembly, testing, and packaging.
The move includes a smart display launching in spring 2026 and a tabletop robot with a 9-inch display in 2027.
Apple aims to diversify its supply chain away from China amid rising tensions and tariffs.
The devices will face a 20% tariff in some markets despite production in Vietnam.