Group 1 - Samsung Electronics is resuming plans to build a camera module factory in Mexico, which had been previously paused due to policy uncertainties [1][3] - The investment was initially halted due to changes in U.S. tariff policies and trade agreement negotiations, but the recent exemption of a 25% tariff on automotive parts under the USMCA has removed a significant barrier [5] - The demand for camera modules in the North American market is increasing, prompting Samsung to reassess its investment in Mexico [5] Group 2 - Samsung established a legal entity in Mexico in November 2023 to advance its localization efforts for the camera module factory aimed at the automotive sector [3] - The company is currently supplying camera modules to Tesla, and expanding this partnership is part of the strategy to create a more stable supply chain through the new factory [5] - Additionally, Samsung plans to supply camera modules for humanoid robots and has received related business orders, which are in the process of being finalized [6]
关税壁垒消除 三星电子重启墨西哥摄像头工厂投资
Sou Hu Cai Jing·2025-12-02 08:46