Group 1 - South Korea's automobile exports to the U.S. have declined for four consecutive months due to a 25% tariff imposed by the U.S. starting in April [1][2] - In June, South Korea's automobile exports to the U.S. amounted to $2.69 billion, a year-on-year decrease of 16%, while total automobile exports decreased by 8.8% to 244,400 units [2] - Despite the decline in U.S. exports, South Korean automakers have successfully expanded into the Eurasian market, leading to an overall increase in automobile exports by 2.3% year-on-year, reaching a record $6.34 billion for June [2] Group 2 - In the first 20 days of July, South Korea's passenger car exports to the U.S. increased by 3.9%, indicating some resilience in high-value models, but the cumulative export value for the first half of the year was $15.85 billion, a significant drop of 16.5% [3] - The automotive parts export sector is facing severe challenges, with some small and medium-sized enterprises incurring additional costs of millions of dollars due to high tariffs [3] - The export share of South Korean complete vehicles and parts to the U.S. was 49.1% and 36.5% respectively last year, and prolonged high tariffs could pressure profitability and threaten the supply chain of smaller parts manufacturers [3] Group 3 - Japanese automobile exports to the U.S. saw a volume increase of 3.4% in June, but the export value dropped by 26.7%, marking the third consecutive month of decline [3][4] - The average vehicle export price from Japan to the U.S. fell by 29.1% year-on-year, with a significant price drop of 18.2% from March to June [4] - If Japanese automobile exports to the U.S. decrease by 10% in the fiscal year 2025, the industry's profit could decline by 2.4%, and a 10% drop in export prices could lead to a 12.9% profit decrease [4]