TrendForce集邦咨询表示，美国对等关税政策可能冲击各终端产品应用需求，尤其是关税全面上升将增加 物价上涨机率，进而影响消费信心。在消费者预算有限的情况下，不排除消费性电子装置的需求将受影 响，其中电视、笔电等需求可能因此下滑。IT市场中，原先预期今年商务需求有望开始恢复，但在市场前 景不明下，企业可能会提前开始控管相关IT支出与费用，将延缓商务市场回温速度。 Apr. 9, 2025 产业洞察 根据TrendForce集邦咨询最新调查，美国于当地时间4月9日起实施对等关税，由于主要以贸易逆差作为考 量因素，长期为消费性电子供应链重镇的亚洲也受波及，尤其是东南亚地区。预期显示器产业可能面临光 学膜片与AMOLED有机发光材料被加征关税的情况，终端可能面临需求下降与产品售价调升的风险。 观察面板与相关零组件供应链，绝大部分以亚洲为主要生产地，并未直接出口美国，因此原有的液晶显示 器面板与相关零组件供应链在现阶段关税措施中暂未被波及。 近期文章精选 TrendForce 就目前关税实际施行状况以及未来是否有调整空间仍充满变数，消费性电子品牌客户为应对此状况，短期 包括暂缓东南亚相关生产据点的出货，品牌或代工 ...

Core Viewpoint - The implementation of reciprocal tariffs by the U.S. starting April 9 is expected to impact the consumer electronics supply chain, particularly in Southeast Asia, leading to potential demand decline and price increases for end products [1][2]. Group 1: Tariff Impact on Supply Chain - The display industry may face tariffs on optical films and AMOLED organic materials, which could affect demand and pricing [1]. - Most of the liquid crystal display panels and related components are produced in Asia and do not directly export to the U.S., thus currently unaffected by the tariffs [1]. Group 2: Consumer Demand and Pricing - The increase in tariffs may lead to higher prices for consumer electronics, potentially affecting consumer confidence and demand for products like TVs and laptops [1]. - The IT market, which was expected to see a recovery in business demand, may experience delays as companies manage IT spending amid uncertain market conditions [1]. Group 3: Brand Strategies - Consumer electronics brands are considering strategies such as delaying shipments from Southeast Asia and optimizing production capabilities in Mexico to mitigate tariff pressures [2]. - With most brands holding about three months of inventory in the U.S., end product prices may start to rise in the second half of the year to offset increased costs from tariffs [2].