Duties Bring Cost Concerns, Not Supply Chain Panic For Quanta and Foxconn — Panjiva


Duties Bring Cost Concerns, Not Supply Chain Panic For Quanta and Foxconn

China 1761 Info Tech - Comms Equip 118 Info Tech - Tech Hardware 378 Tariffs 1172 U.S. 3306

The latest escalation in the trade spat between China and the U.S., in the form of 10% duties on $200 billion of Chinese exports by America, has captured key elements of the IT industry including network equipment (worth $24 billion in the past 12 months) and PC components ($17 billion). Duties on the former will complicate supply chain decision-making for web services providers including Amazon, Alphabet and Facebook among others. There has been an acceleration in shipments of network equipment from China this year. Growth in the first quarter of 7% had climbed to 17% by May, while sea...

PANJIVA RESEARCH is a service provided by Panjiva, Inc. ("Panjiva") to relevant global subscribers, and are deemed to be Panjiva "Services" subject to the Panjiva Terms & Conditions of Use. Information contained within or made available via the Services is for informational purposes only and nothing in the Services shall constitute or be construed as an offering of financial instruments, or as investment advice or recommendations by Panjiva, Inc. or its affiliates of an investment strategy or whether to "buy", "sell" or "hold" an investment. The Services may include views and commentary about customers of Panjiva. No aspect of the Services is based on consideration of your individual circumstances, and you should determine on your own whether you agree with the information contained within or made available via the Services. Employees involved in Panjiva Research may hold positions in securities analyzed or discussed in the Services. Panjiva does not make any express or implied warranties, representations, endorsements or conditions with respect to the Services and the information contained within or made available via the Services, including without limitation, warranties as to the usefulness, completeness, accuracy, currentness, reliability or sufficiency of any information (including, without limitation, conclusions, statements, opinions, estimates, forecasts or projections of any kind) and expressly disclaims any implied warranties. Neither this disclaimer nor any of its contents may be forwarded or redistributed without the prior written consent of Panjiva. © 2019 Panjiva, Inc. All Rights Reserved.