Hit China
Hit Vietnam
Hit India
One more round
Political cover
A US tariff lands on one assembly origin, volume reroutes to the next cheapest hub, and the same tariff risk follows
US tariff action
duty hits one origin
Washington
China
Foxconn — incumbent
duty tier
share
Vietnam
same tier as China
duty tier
share
India
Dixon — rising hub
duty tier
share
Foxconn · Dixon
allocation
lowest all-in cost
risk circles back
No stable endpoint
every hub inherits the risk — spread volume, buy cover
Pick an origin to see volume reroute