A guide to breaking through the electronic industry under the surge of global equivalent tariffs——PCBA factory full chain solution
On April 2nd local time, US President Trump announced at the White House the imposition of so-called “reciprocal tariffs” on trading partners. The chart presented by Trump shows that the United States has implemented equivalent tariffs of 34% on China, 20% on the European Union, 10% on Brazil and the United Kingdom, 31% on Switzerland, 26% on India, 25% on South Korea, 24% on Japan, 32% on Indonesia, and 36% on Thailand.
At the same time, China has launched a reciprocal countermeasure, imposing a 34% tariff on all imported goods originating from the United States starting from April 10, 2025.
In this situation, the electronics industry will face a triple blow
- Cost storm
The United States imposes a 34% tariff on China, covering all electronic categories
24% basic tariff for countries with global trade deficits (such as Mexico and Vietnam exporting electronic components to the United States)
Typical product impact prediction:
Consumer PCBA: Expected cost increase of $4.2/unit upon arrival → 18% decrease in terminal price competitiveness
Industrial control board: Expected BOM cost increase of 12% → Gross profit margin falls below safety line - Supply chain fluctuations
Expansion of US semiconductor export controls (involving core components such as MCU and FPGA)
Fluctuations in cross-border logistics timeliness (average customs clearance time extended to 7 days at ports in the western United States) - Compliance risk escalation
The traceability period for rules of origin has been extended to 5 years
The penalty amount for false customs declaration has been increased to 300% of the value of the goods
How will we solve this problem?
Chip level domestic substitution plan，Third level substitution strategy:
1、Direct substitution: For example, GD32 → STM32 (Pin to Pin compatible)
2、Solution Refactoring: Development of Customized RISC-V Architecture Chips
3、Advance Reserve: Due to the “chip sanctions” imposed by the United States on China in 2022, we have established a 180 day safety stock of critical com
| Level | Storage location | Coverage category | response time |
| L1 | Shenzhen Central Warehouse | Domestic substitute materials | 24 Hours |
| L2 | Singapore Hub | ASEAN duty-free materials | 72 hours |
| L3 | Rotterdam Bonded Warehouse | EU certified materials | 120 hours |
Customer Confidence Restoration Action Checklist
- Emergency communication (within 24 hours)
We will send a customized report titled ‘VIP Customer Exclusive Tariff Response Plan’ to our clients
Initiate CEO level video conference for core customers - Technical support (within 72 hours)
Free provision of alternative PCBA samples (shipped within 7 working days)
Open supply chain emergency response API interface - Long term commitment (within 30 days)
Sign price guarantee agreement (cost fluctuation ≤ 5% within 2025)
Establish a customer exclusive tariff hedge fund pool
Why choose us?
✅ Global Capacity Network: Optimal Allocation of Tariffs for 9 Factories in 6 Countries
✅ Alternative solution library: covering 1800+component replacement solutions
✅ Compliance certification: AEO advanced certification+28 international standards
✅ Cost guarantee: Contracted customers enjoy tariff cost hard top protection