磐聚网调研 — Panjiva

China’s Surprise Hides Disappointment For Phone, Chipmakers

February 14, 2019

China’s surge in exports in January was widespread across product categories. The most significant growth came in electronic circuits, where exports climbed 27.8% year over year, as well as a 9.5% rise in exports of computer systems. Phone-makers, led by Apple, likely did less well after a 19.... Read more →

Huawei Accelerates Equipment Imports As Investigation Looms

January 17, 2019

The U.S. Justice Department is reportedly investigating electronics manufacturer Huawei on intellectual property theft grounds. A finding against the firm could restrict Huawei’s operations in the U.S. So far these have been minimal. The firm’s U.S. seaborne imports to the U.S. hav... Read more →

Blame Apple, and Tariffs, for China’s Export Woes

January 15, 2019

China’s 4.4% year over year drop in exports in December was only partly due to the trade war with the U.S. – exports to Japan and Taiwan have also fallen. Indeed, at the product level a large part of the blame can be laid at the feet of the telecoms sector. Exports of handsets and compon... Read more →

Tariff Quote Watch: Make-in-India Makes Samsung and Foxconn Reconsider Sourcing

January 8, 2019

As many as 78.7% of Indian mobile phone factories may face closure as a result of tariffs due to be applied by the Indian government later this year, according to the India Cellular and Electronic Association. The ICEA recommends a delay at least until 2020 if the government wants to achieve t... Read more →

Tariff Quote Watch: Apple’s Crunch Shouldn’t Be a Surprise

January 3, 2019

Apple has cut its revenue guidance for the most recent fiscal quarter by 5.6% to 9.6% from its earlier guidance. CEO Tim Cook has cited “rising trade tensions with the U.S.” as one reason. A tariff-inspired slowdown in China’s trade with the U.S. has been evident since mid December... Read more →

Samsung Chooses India Over China as Tariffs Help Drive Supply Chain Choices

December 14, 2018

Samsung Electronics is closing one of its major Chinese smartphone factories and shifting production to India. Other phone manufacturers could follow suit, particularly if the U.S. government applies duties to mobile phones in March 2019. Indian imports of mobile phones from China have already... Read more →

Blame Consumers (Mostly), Not Trade War For Korea’s Export Slowdown (For Now)

December 3, 2018

South Korea’s international trade growth slowed to 7.6% on a year earlier in November from 8.9% in the prior three months. That was down to a drop in export growth to 4.5% on the back of lower consumer electronics sales. Exports of mobile phones slumped by 44.0%, part of a global trend of lowe... Read more →

Apple’s Fewer Phones, Bigger Numbers Issue is Not a New Phenomenon

November 20, 2018

Apple has reportedly cut its orders for iPhones from its suppliers by a third in response to weak demand for the new Xs and Xr models. The saturation of the U.S. handset market appears to be an established fact of life. U.S. imports of mobile phones fell 2.3% in handset terms in September vs. ... Read more →

Trump Needs “Great Deal” to Avert All-In China Tariff Move

October 30, 2018

American duties on Chinese exports may be extended to cover all imports. An announcement could arrive in early December should President Donald Trump’s forthcoming summit meeting with President Xi Jinping not yield the “great deal with China” that President Trump wants. Tariffs already in plac... Read more →

Tariff Quote Watch: Flextronics Finds Opportunity in India, Struggles to Execute

October 26, 2018

Electronics manufacturer Flex has indicated “Make in India” tariffs have presented a significant growth opportunity for its Indian factories, though it has struggled to ramp up to meet demand. That comes despite a 4.1x surge in its local subsidiaries’ imports in the second quarter of 2018 vs. ... Read more →

Showing research about Info Tech - Comms Equip