1.Background 
1.1 iPhone Likely to Become a Bargaining Chip in US-China Trade War 
2.Impact Analysis 3
2.1 iPhone Accounts for over 42% of the Smartphone Imports in the United States 
2.2 Impact on Supply Chain 
3.Countermeasures 
3.1Short-term Strategy: Adjust Existing Capacity to Increase Production in Taiwan 
3.2 Mid-to Long-Term Strategy: Increase Production Share in South/Southeast Asia 
4.MIC Perspectives 
Appendix 
Glossary of Terms 
List of Companies 
 

Background and current development of the US-China trade

Impact analysis of the US-China trade war when it spills over to smartphones from the industry, market, and supply chain perspectives

Short, mid- and long-term strategies to mitigate the possible impact of the US-China trade war
 

Table 1 Tariffs and Prices of iPhone X in Different Countries 
Table 2 Impact of US-China Trade War on Apple’s Taiwanese Partners 
Table 3 Analysis of EMS Providers’ Production Sites