Supply Chain Research — Panjiva
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Supply Chain Research

Showing research about Vietnam

2023-05-19-sce-s301-countries-600x400

Supply Chain Edge: COVID no more, tariffs in abeyance

Healthcare supply chains have been disrupted during the COVID-19 pandemic. The US administration of President Joe Biden has downgraded the Public Health Emergency, while also extending a waiver on tariffs on imports from mainland China. Imports from mainland China are down 70% from their peak,... Read more →

2023-05-05-sce-sk-chips-600x406

Supply Chain Edge: A light in the semiconductor tunnel

Demand for semiconductors remains depressed while a recovery will take until later in the year, based on a review of the forward-looking comments from eight firms including Apple Inc. The latter’s supply chain remains in flux, with one supplier leaving India and another setting up in Vietnam. ... Read more →

2023-04-21-sce-thai-tech-exports-600x405

Supply Chain Edge: The new Vietnam

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global to... Read more →

2023-04-14-sce-us-bol-total-600x399

Supply Chain Edge: Slower, steadier and smoother

Evidence from US seaborne imports shows that supply chain activity continues to slow, further reducing pressure on supply chains. US containerized imports fell by nearly a quarter in March versus a year earlier, led by consumer durable goods. The S&P Global PMI for manufacturing supplier deliv... Read more →

2023-04-uk-cptpp-singapore-leads-uk-cptpp-exports-600x427

The new Pacific island: UK supply chains access CPTPP trade deal

The UK’s membership of the Comprehensive and Progressive Agreement for Trans Pacific Partnership (CPTPP) trade group brings new supply chain opportunities. They should not be overstated: the UK already has trade deals of varying sorts with all CPTPP members except Malaysia and Brunei. Export o... Read more →

2023-03-13-adidas-imports-600x398

Supply Chain Edge: Yeezy deflates kicks

Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply ... Read more →

2023-03-06-sce-china-phone-exports-600x437

Supply Chain Edge: Mobile smartphone manufacturers

A new crop of smartphones at the latest Mobile World Congress (MWC) aims to arrest a downturn in global demand. We dive into reshoring as a way to cut costs and look at the rise of India as a production and export center. Retailers are starting to cut excess inventories built up as a result of... Read more →

2023-02-24-vietnam-consignees-600x436

Supply Chain Edge: Vietnamese sneakers slip

Key findings this week: Layoffs at a major footwear supplier in Vietnam raise questions about the state of supply chains in the apparel industry — a downturn has already begun. The Home Depot’s cautious outlook is borne out by rapidly softening trade flows in hand and power tools. Europe’s ene... Read more →

2023-02-17-supplies-of-batteries-surging-600x436

Supply Chain Edge: Fording the EV gap

Key findings this week: Ford’s electric vehicle supply chain is expanding rapidly but faces operational and sourcing challenges. The consumer goods industry, particularly the toys industry, has an inventory problem and trade activity has fallen as a result. Foxconn is the latest electronics fi... Read more →

20211208-veitnam-seasonal-600x397

Vietnam sourcing still problematic for Adidas, Nike

Vietnam benefited from the surge in U.S. imports over the past year, building on successes claimed during the U.S. China trade war and rising with overall trends. The country saw U.S. imports increase by 36.0% year over year in August, but the outbreak of COVID-19 and subsequent lockdowns saw ... Read more →

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