Supply Chain Research

U.S. imports of personal computers peak twice in the year – ahead of the back-to-school and the holiday sales seasons. Slow import growth in 2017 (0.4% vs. 2016) may have reversed to a 6% rise in the first four months of the year and as much as 32% in May. Given fundamental demand remains weak with sales set to fall 1% this year, according to S&P Global Market Intelligence’s Kagan media research group, that would suggest either a change in supply chain strategy or worries that the Trump administration may extend the duties on Chinese exports to include computers. China accounted for 90% ...