As indicated by the survey of global market intelligence firm TrendForce, the gradual return to a relatively healthy and low level of inventory among smartphone brands...
"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.
As indicated by the latest survey of global market intelligence firm TrendForce, the series of tariffs imposed by the Trump administration have induced profound impact on the smartphone industry...
According to the latest research by global market intelligence firm TrendForce, on April 2, the US government imposed substantial tariffs on numerous...
"TrendForce reports new US ""reciprocal tariffs"" suppress investment and consumer demand, prompting a downward revision of the 2025 global end-product outlook. While semiconductors are currently excluded, ambiguity surrounding the ""US value"" exemption clause increases supply chain costs and recession risks. This uncertainty is expected to weaken annual shipment momentum for AI systems, servers, smartphones, and notebooks. TrendForce presents two scenarios: a base case with slowed growth across product lines, and a worst case involving potential trade war escalation leading to severe recession and demand contraction.
