路透社：美国施压越南与中国科技 “脱钩”

Core Viewpoint - The United States is pressuring Vietnam to reduce its reliance on Chinese technology in exports to the U.S., particularly in the tech sector where companies like Apple and Samsung heavily depend on Chinese components [2][4]. Group 1: U.S. Pressure and Strategic Goals - The U.S. aims to accelerate its decoupling from Chinese technology by urging Vietnam to lower its dependency on Chinese high-tech products [4]. - In 2024, China is expected to export approximately $44 billion worth of technology products to Vietnam, accounting for 30% of China's total exports to Vietnam, while Vietnam's tech exports to the U.S. are projected to be $33 billion, making up 28% of its total exports to the U.S. [4]. Group 2: Challenges Faced by Vietnam - Vietnam is organizing local enterprise meetings to promote domestic component supply, but companies express that significant time and technical support are needed, as abrupt changes could jeopardize existing businesses [6]. - Vietnam's industrial ecosystem is lagging behind China by 15-20 years, particularly in supply chain scale and maturity, making it difficult to replace Chinese components in the short term [6]. Group 3: Ongoing Negotiations and Trade Dynamics - The U.S. has threatened to impose a 46% tariff on Vietnamese goods, which would impact Vietnam's export-oriented economy. Recent negotiations in Washington have made progress, but key issues remain unresolved as the July 8 tariff deadline approaches [6]. - The U.S. is also addressing the issue of "country of origin" labels, pushing Vietnam to combat the practice of relabeling Chinese products to evade tariffs [5]. Group 4: High-Level Interactions - Vietnam's Communist Party General Secretary Nguyen Phu Trong is planning a visit to the U.S., potentially meeting with President Trump in late June, although specific dates have not been announced [7]. Group 5: Industry Responses - Major companies like Apple, Samsung, Meta, and Google, along with Vietnam's trade department, have not responded to requests for comments regarding the situation [8]. - Supply chain experts note that while Vietnam is rapidly advancing in sectors like textiles and electronics, its deep reliance on China remains a significant concern, and hasty adjustments could affect the delicate relationship between China and Vietnam [8].