China Research
Global IT Supply Chain Shifts from China to India and ASEAN: Current Status and Future Challenges
July 07, 2020 / Allen Yang
20 Page, Symposium
US$1,600 (Single User License)


The change in China’s investment environment, coupled with the ongoing US-China trade war, has led to the industry supply chain shifts from China to ASEAN and Indian markets in order to dilute the risks. However, the ongoing trade tension between India and the U.S. may affect India’s plan to replace China to be the next export base. Despite so, some brands have asked their OEM/ODM partners to relocate to India. This move has helped India build its own industry supply chain. This report provides an overview of global supply chain shifts, examines the shifts to ASEAN and India, analyzes the effect of India’s industrial policies on the industry, and explore the future challenges and opportunities behind these shifts.
  •  Table of Contents
  •  List of Topics
  •  Companies covered
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