Dec. 15 List 4B Tariffs Come at Bad Time for Smartphones, Futuresource Reports

Dec. 15 List 4B tariffs on smartphones and other electronics' timing couldn't "have been worse" for a consumer tech sector facing innovation and demand pressures, blogged Futuresource Tuesday. Tech companies need to be agile and resilient as global trade and geopolitical tensions have disrupted supply chains optimized for long-term cost efficiencies, said the researcher. It recommended “China Plus One” where companies active in China augment existing investments with a second facility. That’s beginning, with some companies announcing they’re transferring production facilities to Vietnam, it said: Trade disruptions offer opportunities for supply chain digitization.