Skip to content

Southeast Asia Supply Chain

Vietnam Tops China as US Laptop Supplier in 2025 — www.bloomberg.com

Vietnam surpassed China as the top U.S. supplier of laptops and game consoles in 2025 — the first time ever — following Trump’s April 2025 tariff policy. Bloomberg’s customs data analysis shows Vietnamese factories added under 8% value in many cases, relying on $7.9 billion in Chinese components for $8.6 billion in exports. Foxconn offered $570 signing bonuses for 1,000 jobs in Bac Ninh, while BYD’s Vietnam plant generated just 4.5% local value on $5.1 billion in exports. The Supreme Court voided key tariffs in early 2026, prompting new investigations across 76 economies.

Original source: bloomberg.com

Vietnam Tops China as US Laptop Supplier in 2025 — www.bloomberg.com

According to www.bloomberg.com, Vietnam surpassed China as the top U.S. supplier of laptops and game consoles in 2025 — the first time this has occurred — driven by tariff-driven supply chain relocations rather than domestic U.S. manufacturing growth.

Vietnam’s Export Surge Amid Trump’s Tariff Policy

On April 2, 2025, President Donald Trump declared a national emergency — dubbed “Liberation Day” — and imposed sweeping global tariffs aimed at reducing the U.S.’s $760 billion trade deficit with Asia. Consumer electronics assembled across Asia were exempted from reciprocal tariffs after lobbying by U.S. tech firms, but products made in China remained subject to fentanyl-related duties of up to 20%. One year later, Bloomberg’s analysis of shipment-level U.S. customs data revealed that Vietnam had become the leading source of laptops and game consoles for the U.S., overtaking China for the first time in 2025.

Crucially, the core production of these devices remains in China: Vietnamese factories primarily perform final assembly using imported components. In some cases, value added in Vietnam accounted for less than 8% of export value. While U.S. imports from China fell by $51 billion last year, that decline was nearly offset by a $49 billion rise in imports from Vietnam, India, and Mexico combined. Total U.S. imports of seven major electronics categories stood at $130 billion in 2025 — down just over 1% from 2024.

Foxconn and BYD Drive Assembly Shifts

Fukang Technology Co., a Foxconn subsidiary operating in Bac Ninh, Vietnam, exported $8.6 billion worth of MacBooks, iPads, motherboards, and servers in 2025 while importing $7.9 billion in components — mostly from China, South Korea, and Taiwan. This implies at most 7.8% of export value was generated in Vietnam. Similarly, BYD Co.’s Phu Tho factory — located 100 kilometers (62 miles) northwest of Hanoi — exported $5.1 billion in iPads and other electronics while importing $4.9 billion in parts; 61% of its inward shipments came from China, generating only 4.5% of export value locally.

Labor demand in Bac Ninh is so acute that recruiters bus new workers from remote villages to fill 1,000 jobs advertised since Lunar New Year. Nguyen Van Dai, standing outside a Foxconn factory during a TikTok livestream, stated:

“Last year, Foxconn had five hiring rounds in which it gave workers a bonus of 15 million dong ($570), the highest amount so far, to meet their orders and expansion plan.”

Tariff Evasion, Legal Reversals, and New Trade Actions

The Supreme Court struck down most of Trump’s tariffs earlier in 2026 — including the fentanyl-related duties on China — limiting their enforcement. In response, the White House launched new trade investigations into excess industrial capacity and labor rights abuses, targeting 16 economies and 60 economies respectively, including China and Vietnam. Universal tariffs are currently set at 10% until July 24, 2026, with threats to raise them to 15%.

Dan Wang, China director at Eurasia Group, explained the structural advantage:

“Chinese companies are simply much better at controlling costs. They are much more efficient because they have such large supply chains — from upstream, midstream, to downstream, so it’s easier to contain costs at each segment.”

He added:

“Vietnam, in particular, is a very strategic location for Chinese producers.”

Source: Bloomberg

Compiled from international media by the SCI.AI editorial team.

Ask SCI.AI Finished reading? Continue with SCI.AI. Explore the related policy, route, company and historical context. Continue asking
Indonesian Manufacturing Exports Rise 7.37% in H1 2026
Southeast Asia Supply Chain

Indonesian Manufacturing Exports Rise 7.37% in H1 2026

Indonesia’s manufacturing exports rose 7.37% in H1 2026, driving non-oil-and-gas export growth to US$134.58 billion — up 4.90% YoY. Processed nickel, CPO, and aluminum led gains. In June alone, manufacturing exports hit US$20.88 billion (85.6% of nonmigas total), buoyed by 69.30% YoY growth in nickel shipments. China remained the top destination (US$34.56 billion, +18.10%), followed by the US (US$15.82 billion) and India (US$9.25 billion), together capturing 44.31% of total nonmigas exports.

Vietnam Logistics Expo Draws 450 Firms Amid Đồng Nai Multimodal Push
Southeast Asia Supply Chain

Vietnam Logistics Expo Draws 450 Firms Amid Đồng Nai Multimodal Push

Vietnam's logistics sector is undergoing rapid digital and green transformation, highlighted by the 450-company Vietnam International Logistics Exhibition 2026 in Ho Chi Minh City. Policy leaders stress integration of digital tools, sustainability, and multimodal connectivity to cut costs and boost export competitiveness. Đồng Nai province leverages its industrial parks, Phước An Port, Long Thành Airport, and highway networks to build a logistics ecosystem — aiming to shift from manufacturing base to regional distribution and value-addition hub.

Vietnam Airlines launches first freighter in Q3 2026 amid 80% foreign cargo dominance
Southeast Asia Supply Chain

Vietnam Airlines launches first freighter in Q3 2026 amid 80% foreign cargo dominance

Vietnam Airlines will launch its first dedicated freighter in Q3 2026 amid record cargo volumes — 1.8 million tonnes in 2025, 920,900 tonnes in H1 2026 — yet foreign carriers still hold over 80% of international air cargo revenue. With Long Thanh Airport opening in December 2026 and ground-handling shifts underway (including Vietjet’s April 2025 move away from SAGS), Vietnam aims to capture more value across the air cargo chain. Korean Air projects 50,000 tonnes of cargo in Vietnam this year, up from 16,000 tonnes in 2024.

Welcome Back!

Login to your account below

Create New Account!

Fill the forms below to register

Retrieve your password

Please enter your username or email address to reset your password.

Scan to share via WeChat

Open WeChat and scan the QR code to share

QR Code

Add New Playlist