磐聚网调研 — Panjiva

Evonik, Dow in a Bind as China Retaliates With Higher Tariff Rates

May 20, 2019

The Chinese government has retaliated against higher U.S. tariffs by raising its own duties on around $60 billion of U.S. exports. That’s included $21.6 billion of products imported in the 12 months to Mar. 31 where duties will be increased to 25% from 10%. Imports of those products alre... Read more →

Trump’s Partly Right on Who Pays as Tariff Burden Sharing Emerges

May 16, 2019

The Trump administration’s decision to raise tariffs on “list 3” Chinese exports, worth $201.3 billion in the 12 months to Mar. 31, could add $30.2 billion to the past 12 months’ $59.4 billion of customs duties collected. While it is U.S. importers, not Chinese exporter... Read more →

Tariff Quote Watch: Foxconn Pulls a Plug on China for Telecoms Gear Due to Tariffs

May 10, 2019

Hon Hai Precision’s Chairman, Terry Guo, has stated the firm – also known as Foxconn – “has become unable to manufacture some equipment on the mainland” of China due to the U.S.-China tariff war. It will therefore move production of some of its telecoms equipment and servers to Tai... Read more →

China’s Unpleasant Surprise Has Roots in Autos, Telecoms

May 8, 2019

China’s unexpected export decline of 2.7% year over year in April has been driven by several sectors. The autos industry has been particularly weak with a 22.8% drop in exports of cars in April, potentially due to a zeroing of shipments by Geely’s Volvo Cars to the U.S. The electro... Read more →

Brexit Watch: Netgear Geared Up For No-Deal Exit, Orders Could Reverse

April 25, 2019

Netgear reported a 20.1% year over year growth in its European revenues in 1Q 2019. The network equipment maker’s Corporate Development Director, Christopher Genualdi, has stated that’s been due to “increased orders from our U.K. partners in anticipation of the originally scheduled Brexi... Read more →

LG Electronics Hangs Up on South Korea, Calls on Vietnamese Factory

April 24, 2019

LG Electronics will shift its smartphone manufacturing to Vietnam from South Korea, cutting costs and simplifying its supply chain. South Korean phone exports have already been in long-term decline and dropped 7.5% year over year in 1Q 2019. LG Electronics has followed Samsung Electronics in r... Read more →

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Foxconn, Flextronics Face Transit Troubles if Trump Closes Mexican Border

April 3, 2019

President Donald Trump appears to moderated his threats to close the border with Mexico, though he also stated “security is more important to me than trade”. Much of the short-term risk to supply chains from slower trucking is focused on the agricultural and automotive supply chain... Read more →

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 →

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