DigiTimes reports that, according to sources within the laptop supply chain, after relocating production to Southeast Asia in recent years, several laptop makers—including companies from Taiwan and the United States—are now moving their manufacturing operations back to mainland China. The main driver behind this shift is that the impact of alternative tariffs has fallen short of expectations following a court ruling that deemed the U.S. government's reciprocal tariffs unconstitutional. Additionally, production costs in Southeast Asia remain significantly higher, averaging an extra $9 per laptop compared to mainland China—a difference substantial enough to wipe out the profits from budget-friendly laptops. Consequently, manufacturers like HP, ASUS, and Acer have recently scaled back their production in Southeast Asia, redirecting their focus to mainland China. This move has been advantageous for contract manufacturers in Chongqing and Kunshan. In contrast, Lenovo, Dell, and Apple have not significantly altered their production capacity plans.
