Group 1 - The new wave of tariffs announced by President Trump has set an average tax rate of 20% for products imported from various countries, leading to a projected price increase of at least 10% for consumer electronics in the US market, including iPhones and laptops, to reflect the added tariff costs [1] - Companies such as Asus, Acer, MSI, Gigabyte, and HTC are expected to be affected by the impending price hikes, as they prepare to respond by either raising prices or cutting supply chain costs to avoid scaring off consumers [1][2] - Currently, there is no immediate price increase for consumer electronics in the US, as major brands like Apple, HP, Dell, Asus, and Lenovo have already stocked up inventory in the first half of the year, relying on previously accumulated stock for sales [1] Group 2 - Asus has been proactive in response to the tariffs, having started strategic inventory preparations in the US market since Q4 of last year, with stock levels sufficient for three to six months depending on the product category [2] - In contrast, Acer has not engaged in preemptive stocking in the US, maintaining an inventory level of about six to eight weeks, which is considered normal [2] - As brand inventories in the US continue to decrease and the final tariff rates are confirmed, it is anticipated that noticeable price increases for consumer electronics will begin in the second half of the year, particularly for newly launched models [2]