Shopee Operation Agent Cost pressure on US companies

Tariff cost transfer: Consumers face price increase pressure

Typical cases:

GM and Stellantis have suffered cumulative losses of more than hundreds of millions of dollars due to tariffs on steel, aluminum and parts. Some models were forced to raise prices by 3%-5% to offset the cost increases.

Home appliances and electronics: Whirlpool and other companies passed on tariff costs through retail prices, with some product prices rising by 10%.

Consumer impact:

A study by the Brookings Institution shows that American consumers spend about $47 billion more each year on tariffs on China (about $1,200 more per year for households)47.

Supply chain adjustment: decentralized but costly

Transfer trends:

Vietnam and Cambodia have become destinations for electronics and textiles, but face problems such as insufficient infrastructure and a gap in labor skills5.

Mexico benefits from "nearshoring" and its exports to the United States will grow by 22% in 2023, but logistics costs are still higher than in Asia.

Challenges:

Shopee Operation Agent Short-term cost surge: Companies need to invest in new factories, training and technology adaptation (e.g., the transfer cost of the semiconductor industry is as high as billions of dollars).

Decreased efficiency: McKinsey report pointed out that the efficiency of Southeast Asian supply chains is 30%-40% lower than that of China, and the delivery cycle is extended by 2-3 weeks5.

Shopee Operation Agent Policy and market contradictions

Tariff disputes:

Some companies (such as Tesla and Intel) call for the relaxation of tariffs on key components from China, especially those involving new energy and chip industries.

Reshoring incentives:

The Chips and Science Act provides $52 billion in subsidies, but most companies still choose the "China + N" model (retaining some production capacity in China while diversifying risks).

Shopee Operation Agent Future Outlook

Long-term impact on consumers: If tariffs continue, inflation may rise structurally, especially in the automotive and electronic products sectors.

Corporate strategy:

Supply chain "regionalization" has become the mainstream (such as North American supply chains serving the US, Canada and Mexico markets), but complete decoupling from China is still unrealistic.

If more specific industry or policy details are required, further explanations can be provided.