The tariff war began by US President Donald Trump against China and several other countries can have a very negative impact on the semiconductor market. According to the Techinsights analysis company, the maintenance of a 40% fare among countries can shrink the market at 34% next year.
The company also estimates that if only 10% tariff is maintained, the segment should grow and move $ 777 billion this year, reaching $ 884 billion by 2026. However, any values above that should slow down the segment and cause sensitive falls in the amount of devices produced.
Techinsights says that if US tariffs against China are at 30%to 40%, raising global tariffs to the 20-40%range, The trend will be shrinking. In this scenario, the semiconductor market should move $ 736 billion this year, falling to the $ 699 billion mark in 2026.
Semiconductor segment is very sensitive to prices
According to the company’s analysis, the maintenance of the rates announced by Trump, which has exceeded 100% compared to Chinese products, will further impair the semiconductor segment. In this range, global tariffs should exceed 40%, greatly increasing the price of associated products.
Regardless of the scenario, it is expected that in the first half of this year, many companies should substantially increase their inventory of smartphones, PCs and other devices. While the server market will remain strong in the second half, there will be a slowdown in product shipping in general.
What has more concerned with several manufacturers and companies that produce their devices in China is the instability of the current situation. In addition to having announced several levels of tariffs on different days, Trump has also revealed some temporary strategic exemptions – and his tendency to “change his mind” has constantly left many uncertain companies about the following way.
Fonte: ZDNet Korea
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Source: https://www.adrenaline.com.br/hardware/guerra-tarifaria-pode-diminuir-em-mais-de-30-o-mercado-de-semicondutores/
