Google is reportedly planning to move all Pixel production out of China

“Google has told its suppliers it will shift manufacturing of all Pixel phones, watches, and earbuds out of China, with production slated to begin in Vietnam and India by 2027. The move follows successful pilot builds of the Pixel 11 in Vietnam and reflects Google’s strategy to diversify its supply chain while scaling shipments by 8‑10% to boost adoption of its Gemini AI features. Expert Analysis: Relocating production reduces exposure to geopolitical tensions and rising labor costs in China, but may initially increase unit costs for U.S. consumers until economies of scale are achieved. The shift also positions Google to tap into the growing Southeast Asian manufacturing ecosystem, potentially accelerating the rollout of AI‑enhanced hardware in the U.S. market.”