The Zhitong Finance App learned that, according to reports, Google (GOOGL.US) has informed suppliers that the company plans to shift production of all Pixel smartphones, smartwatches, and wireless headsets outside of China from 2027. If the relevant schedule progresses according to plan, Google will complete plans to move the Pixel production line out of China by 2027, when Vietnam and India will become its main manufacturing centers.
The adjustments are part of Google's broader supply chain diversification strategy, which aims to reduce exposure to geopolitical and trade risks associated with China. According to reports, this plan will make Google the second major mobile phone manufacturer after Samsung to drastically move smartphone production out of China.
People familiar with the matter added that Vietnam and India are gradually becoming key manufacturing centers. Google has previously successfully produced high-end Pixel smartphones in Vietnam, which gave the company's management more confidence in setting a schedule to complete the production migration in 2027. India is also becoming an increasingly important manufacturing base for Google. The company has been expanding Pixel production in India, including the production of more advanced models.
Despite rising component costs, Google expects Pixel smartphone shipments to increase 8% to 10% this year. In 2025, approximately 12 million Pixel smartphones were shipped. Google is also integrating its cloud computing business with the smartphone business's memory chip procurement to cope with rising costs and enhance its bargaining power with suppliers such as Micron Technology (MU.US), Samsung Electronics, and SK Hynix (SKHY.US).