The US’s recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement among upstream manufacturers. However, the relief has done little to ease broader concerns among brand operators, who continue to grapple with rising component costs and weakening consumer demand. Industry sources warn that these pressures could lead to significant shifts in smartphone market share across North America in 2025.

The Chinese companies complain about America’s non-tariff barriers, but many foreign car manufacturers and brands want to enter the Chinese market—what company hasn’t returned defeated?

The ongoing trade dispute between the US and China continues to escalate, with Chinese original equipment manufacturers (OEMs) finding themselves caught in a dilemma due to internal and external pressures. According to industry sources, threats of tariffs exceeding 100%, blocked loopholes for origin circumvention, and policy uncertainties have forced many businesses to suspend acceptance of US orders while seeking market diversification to mitigate risks. However, a sluggish domestic market, painful transitions, and a volatile international trading environment leave these companies in a difficult position.