From China+1 to Brazil+India? The smartphone supply chain shuffle could be coming…

There’s a 90-day window before steep new reciprocal tariffs kick in on electronics—everything from smartphones and laptops to chips and batteries. On paper, the duties look brutal: a baseline 10% tariff on all imports, with additional country-specific tariffs. China has been hit hardest , with tariffs potentially reaching up to 125% on certain electronics, including smartphones and semiconductors. And in case you missed it, in case of China, there’s no tariff pause.