Tech giants are cautiously welcoming leaked details of Trump’s proposed tariff exemptions for consumer electronics, which would spare approximately $387 billion worth of annual imports from steep new China levies. The plan specifically excludes:
✓ Smartphones and tablets
✓ Laptops and desktop computers
✓ Gaming consoles and wearables
Industry lobbyists had warned blanket tariffs could:
• Add $120 to average device costs
• Disrupt holiday supply chains
• Accelerate manufacturing shifts to Vietnam/India
“Consumer tech is different from steel – you can’t just rebuild those supply chains overnight,” said a White House adviser speaking anonymously. The exclusions align with Trump’s 2024 campaign pledge to avoid “visible consumer pain” while maintaining tough-on-China rhetoric.
However, the proposal still targets:
• Network equipment (35% tariff)
• EV components (50%)
• Green tech imports (45%)