Analysis of the indirect impact of Shopee officialwebsite in the US market

Although Shopee officialwebsite does not directly operate in the US market on a large scale, global tariff policies, logistics adjustments and compliance requirements may still indirectly affect its business through the supply chain, cross-border seller strategies and platform competition landscape. The following are key influencing factors and potential trends:

1. Impact of US tariff policies on Shopee officialwebsite supply chain

Rising costs of Chinese goods: The US has imposed a 30% general commodity tax and a 50% steel and aluminum tax on China19, which may push up the procurement costs of Shopee officialwebsite Southeast Asian sellers (who rely on the Chinese supply chain), forcing them to raise prices or turn to alternative production areas such as Vietnam and Mexico.

Cross-border seller profit compression: Some sellers who operate both US sites (such as Amazon, Temu) and Shopee officialwebsite may reduce their resource allocation to the Southeast Asian market to cope with US tariff pressure9.

2. Logistics and compliance challenges

FTC's new "Made in the USA" label rules: If Shopee officialwebsite US site sellers use the label in violation of regulations, they may face high fines, forcing the platform to strengthen audits and affect the survival rate of small and medium-sized sellers [citation: user questions].

Vietnam's VAT (value-added tax) increase: Shopee officialwebsite Vietnam imposes 8%-10% VAT on imported goods6. If the United States follows similar policies, cross-border logistics costs may be further increased.

3. Changes in the competitive landscape: Potential threats from Temu

Temu turns to Southeast Asia: Affected by US tariffs, Temu may accelerate its layout in Southeast Asia and compete with Shopee officialwebsite for low-price market share9.

Intensified local competition: Temu piloted a semi-hosting model in the Philippines and Malaysia, directly challenging Shopee officialwebsite's "local warehouse + low price" advantage9.

4. Platform strategy adjustment direction

Supply chain diversification: Shopee officialwebsite may encourage sellers to establish regionalized supply chains (such as local production in Indonesia) to reduce dependence on China10.

Compliance tool upgrade: Provides functions such as FTC label detection and tariff calculator to help sellers adapt to policy changes [citation: user questions]