干不掉中国，就再造一个中国？美国看上中国这两个邻国！

Group 1 - The U.S. is adjusting its supply chain strategy to reduce reliance on China, driven by trade tensions and policy changes since 2018 [1][7] - The U.S. has invested $52.7 billion in the CHIPS Act to discourage companies from expanding advanced manufacturing in China [1][3] - India and Vietnam are the primary beneficiaries of this shift, with significant investments and government support aimed at establishing them as new manufacturing hubs [1][3] Group 2 - By 2025, Apple plans to shift 17% of its iPhone production to India, with Indian exports of smartphones reaching 44% of U.S. imports [3] - Vietnam is becoming a major manufacturing base, with Samsung concentrating 60% of its phone production there, and exports projected to reach $28 billion by 2025 [3] - The Indian government’s Production-Linked Incentive (PLI) scheme is expected to attract $28 billion in foreign investment in the electronics sector by the 2024-2025 fiscal year [3] Group 3 - Despite the promising data, challenges remain, such as lower production yields in India (50-60%) compared to China (85%) and high dependency on Chinese components [5][7] - Vietnam imports over $120 billion in electronic components from China, indicating a significant reliance on Chinese supply chains [5] - The U.S. companies are realizing that while low-end assembly can be relocated, high-end manufacturing capabilities are still predominantly in China [7][8] Group 4 - The ongoing supply chain competition is pushing China to upgrade its manufacturing capabilities, with an increase in its share of high-end manufacturing by 2025 [8] - The future of U.S. tariffs and the ability of India and Vietnam to reduce their dependency on Chinese components will significantly impact the supply chain landscape [8]