2027 Migration Targets
100% Allocated
Vietnam Assembly (Compal/Foxconn)
60%
India Assembly (Foxconn/Pegatron)
40%
China Legacy Assembly
0%
Operational Parameters
Annual Pixel Production Volume
12.0M Units
BOM Local Sourcing Rate
42%
Transitioning 12.0M Pixel units to 0% China, 60% Vietnam, 40% India completely eliminates Section 301 China assembly tariffs and cuts supply chain vulnerability from 78 to 22.
Retooling CapEx
$420.0M
Tooling & Lines
Yield Ramp Friction
$18.4M
Scrap & Qual Loss
Annual Tariff Exposure
$0.0M
-$54.0M vs 2024
Geopolitical Risk
22 / 100
-56 pts (Low Risk)
Regional Assembly Migration Flow (2024 Baseline vs. 2027 Target)
China (Foxconn Zhengzhou/Shenzhen)
Vietnam (Compal Vinh Phuc / Foxconn Bac Giang)
India (Foxconn Sriperumbudur / Pegatron TN)
Manufacturing Execution Roadmap (2024–2027)
| Year | Phase Gate | China Vol | Vietnam Vol | India Vol | Active EMS Hubs | Avg Line Yield |
|---|