Tariff Policy Volatility Intensifies, Supply Chain Dynamics Accelerate!

Join Sigmaintell’s exclusive webinar, "Impact of Tariffs on Global Consumer Electronics & Semiconductor Supply Chains and Markets," on April 25th, 8:30-10:30 AM (Beijing Time, UTC+8) . Collaborate with Sigmaintell’s research team to explore strategies for navigating this transformative era!

Event Highlights

✅ Insights from Industry Experts: Sigmaintell Chief and Senior analysts will dissect tariff impacts on TVs, monitors, notebooks, tablets, smartphones, and semiconductor industries.

✅ 2025 Data & Trend Forecasts: Exclusive release of key global market data, covering supply chain strategy, cost shifts and demand trends.

✅ Actionable Strategies: Learn how to build a "resilient supply chain" to mitigate tariff risks, from capacity planning to competitive positioning.

✅ Live Q&A: Address your specific challenges directly with analysts.

Speakers from Sigmaintell

Lisa Li, President

Ellike Chen, Vice President & Chief Analyst

Zita Zhang, Deputy General Manager of Large-Size display Research

Ailey Li, IT device market Research Director

Yummy Wang, Mobile device market Research Director

Core Agenda

1. Short-Term Relief vs. Long-Term Challenges

Why is the IT sector’s restocking demand "short-lived"? Key constraints: high inventory, offshore capacity bottlenecks, and brand conservatism.

Smartphone supply chain shifts: How will Apple and Samsung evaluate Southeast Asia and Latin America?

Semiconductor’s dual impact: U.S. IDM giants (Intel, TI) hit by Chinese tariffs —order suspensions and stock plunges. Potential U.S. Section 232 tariffs: Can TSMC/Samsung remain a "safe haven" for chip designers?

2. The Inevitability of Supply Chain Diversification

TVs: How Mexico’s USMCA zero-tariff edge cements its role as North America’s hub.

IT: Vietnam’s monitor capacity dilemma—can Brazil, Turkey, or Egypt fill the low-end demand?

Smartphones & tablets: Balancing Southeast Asian expansion with Brazilian outsourcing.

Semiconductor regionalization: U.S. fabless reliance on TSMC/Samsung—can they hedge tariff risks? Why Chinese foundry opportunities remain limited amid policy uncertainty.

3. 2025 Forecasts & Risk Alerts

Smartphones: 2025 shipments revised to 1.21B units (1.9% YoY vs. prior 4%), driven by demand erosion.

Tablets: Global shipments may dip 1% to 139M units—how will U.S. cost pressures hit consumers?

Notebooks: Dual pressures of overseas PCBA policies and a 5% 2025 capacity gap.

Semiconductor ripple effects: Rising MCU/power chip costs and their impact on device pricing.

4. Survival Strategies: Leaders vs. Challengers

How Samsung/LG leverage global capacity to dominate markets.

Niche brands’ retreat: Shifting from North America to hyper-competitive EU/Latam markets.

Semiconductor’s dual-track play: Will U.S. IDMs partner with Chinese foundries or pivot to Southeast Asia?

Registration

Time: April 25th, 8:30-10:30 AM (Beijing Time, UTC+8)

• Tokyo: 9:30-11:30 AM JST, April 25

• Seoul: 9:30-11:30 AM KST, April 25

• New York: 8:30-10:30 PM EDT, April 24

• San Francisco: 5:30-7:30 PM PDT, April 24

• London: 1:30-3:30 AM BST, April 25

• Singapore/Hong Kong: 8:30-10:30 AM SGT/HKT, April 25

Fee: $129 USD/person | Sigmaintell clients attend for free

Contact

Sigmaintell MarCom Department: promotion@sigmaintell.com

Jessie Yang: +86 151 0168 2530, jessieyang@sigmaintell.com