The repeated tariff policies of the United States in recent years have had a structural impact on the global supply chain, especially in the field of electronic components (integrated circuits).
The United States is no longer as confident, open and inclusive as it was at its peak. The policies of the United States in the future may also be detrimental to global trade.
Therefore, we suggest that it is feasible to gradually use Chinese electronic components as substitutes. Not only can the cost be greatly reduced, but also the supply is stable and the delivery time is short.
1.The impact of US policies on the electronics component industry has led to disruption of supply chain stability, an increase in global procurement costs, and hindrance of technological cooperation.
2. Advantages of China's Electronic Component Substitution Solutions
China has established a complete chain of supporting capabilities in packaging and testing, as well as in wafer manufacturing.
The industrial clusters in China can achieve local substitution for a majority of electronic components. Cost control advantages and technological iterations are close to international advanced levels.
We suggest that non-core components (such as power management chips and independent devices) be replaced first. For key components (such as core processors), a dual-supplier strategy can be adopted.
Currently, the global supply chain is accelerating its reconfiguration. Chinese electronic components have formed comparative advantages in terms of cost performance, delivery stability, and technical maturity.
By laying out alternative solutions in advance, enterprises can effectively avoid risks brought about by fluctuations in US policies and seize strategic opportunities during the window period for the reconfiguration of the industrial chain.
E-mail:lin@szxhpic.com
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