“Why should they? The same tariff that hits them will also hit their competition so it’s not like this places them at a disadvantage. “
Samsung produces 50% of their phones in Vietnam. Samsung can ship those phones to the US and not pay any tariffs. This puts Apple in a bind.
Foxconn manufactures phones and components for Apple. While they currently assemble most of the phones in China, Foxconn could shift the assembly to Thailand, Malaysia, the Philippines, or South Korea.