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[Selected Topics] Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

Last Modified

2025-04-15

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Aperiodically

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Overview

TrendForce reports that the introduction of new US tariffs, particularly the 20% "fentanyl tariff" on China-made goods, has significantly disrupted the smartphone industry, pushing brands to accelerate supply chain diversification away from China. Apple, which holds a dominant market share in the US and still sources a large portion of its US-bound phones from China, is expected to face the greatest challenges, despite its ongoing efforts to expand production in India.

In contrast, Samsung is better positioned during the 90-day grace period, benefiting from its pre-existing diversified production network in Vietnam and India. However, Lenovo (Motorola), with its heavy reliance on China, faces potential supply bottlenecks and heightened vulnerabilities.

While China remains the core global production hub—accounting for the majority of smartphone manufacturing—the shift toward diversification has become unavoidable. Nevertheless, this transition is not without its challenges, as it introduces higher costs and increased management complexity to global supply chains.

＜Total Pages：6＞

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[Selected Topics] Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

Overview

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

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[Selected Topics] Trump’s Tariffs to Impact US Smartphone Market and Prompt Supply Chains to Expedite Corresponding Adjustments

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

[Selected Topics] How DeepSeek Reflects Shifting Dynamics in the Global AI Market

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

Selected TopicsRelated Reports

[Selected Topics] AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

[Selected Topics] Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

[Selected Topics] Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

Download Report

USD $6,000

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

[Selected Topics] How DeepSeek Reflects Shifting Dynamics in the Global AI Market

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

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