The change in China's investment environment, coupled with the ongoing US-China trade war, has led to the industry supply chain shifts from China to ASEAN and Indian markets in order to dilute the risks. However, the ongoing trade tension between India and the U.S. may affect India's plan to replace China to be the next export base. Despite so, some brands have asked their OEM/ODM partners to relocate to India. This move has helped India build its own industry supply chain.
This report provides an overview of global supply chain shifts, examines the shifts to ASEAN and India, analyzes the effect of India's industrial policies on the industry, and explore the future challenges and opportunities behind these shifts.
List of Topics:
- Overview of the value chain shift model, TEMPOL (Technology, Expansion, Motivation, Profit, Opportunity, and Leverage), touching on three major shift phases, their indicators, and stakeholder countries.
- Analysis of contributing factors of the shifts and includes foreign, Chinese, and Taiwanese companies’ deployment strategies in manufacturing and high-tech industries for goods shipped to China or the United States.
- Supply chain shifts to ASEAN and includes major IT brands’ deployment strategy in ASEAN, including Taiwanese major IT brands.
- Supply chain shifts to India, touching on India's current economic performance in 2019-2020, detailed overview of India’s major industrial policies such as PMP and Make in India initiative
- US-India trade tension and consequences
- Industrial clusters of Japanese and Taiwanese major IT brands in India
Table of Contents
1. Global Supply Chain Shift Phases
1.1 Contributing Factors of Shifts
2. Shift from China to ASEAN
3. Shift from China to India
3.1 Current Status in India
3.2 Effect of Policies
3.3 Future Challenges
4. Conclusion
Samples
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Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Advantech
- Apacer Technology
- Apache
- Asia Cement
- Aten
- BenQ
- Broadcom
- Canon
- Cheng Shin Tyre
- China Airlines
- China Ecoteck
- China Steel
- China Trust
- Chroma ATE
- Compal
- Continental Engineering
- CSRC
- CTCI
- Daca
- Daikin
- Delta
- Eva Air
- Evergreen
- Everlight
- Far East Machinery
- Fengtay
- Flex
- Foxconn
- Foxlink
- Fuji Xerox
- Getac
- Gigabyte
- Hitachi
- Honda
- Hongzheng Technology
- HTC
- Huawei
- Hyundai
- IBM
- Intel
- Inventec
- Isuzu
- Jabil
- Jintex
- Kinpo
- Kyocera
- LG
- Lite-On
- MediaTek
- Meiko
- Meita
- Microsoft
- Motorola
- Moxa Technologies
- MSIhun
- Nan Liu Enterprise
- Nanpao Resins Chemical
- Neo Solar Power
- NVidia
- Oppo
- Panasonic
- Pegatron
- Portwell
- Qisda
- Qualcomm
- Quanta
- Samsung
- SenTec
- Silergy
- Silitech
- Sony
- Sumitomo Corp.
- Suzuki
- TECO
- Texas Instruments
- Tongtai Machine & Tool
- Toyota
- TSMC
- TSRC
- Vivo
- Volktek
- Wistron
- Xiaomi
- Yamaha
- Yuto
- Zyxe
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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