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 this, 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 explores the future challenges and opportunities behind these shifts.

List Of Topics:

Overview of the value chain shift model, TEMPOL (Technology, Expansion, Motivation, Profit, Opportunity, and Leverage), touching on three major shift phases, their indicators, and stakeholder countries.

Analysis of contributing factors of the shifts and includes foreign, Chinese, and Taiwanese companies’ deployment strategies in manufacturing and high-tech industries for goods shipped to China or the United States.

Supply chain shifts to ASEAN and includes major IT brands’ deployment strategy in ASEAN, including Taiwanese major IT brands.

Supply chain shifts to India, touching on India’s current economic performance in 2019-2020, detailed overview of India’s major industrial policies such as PMP and “Make in India” initiative

US-India trade tension and consequences

Industrial clusters of Japanese and Taiwanese major IT brands in India

List Of Companies:

Advantech, Apacer Technology, Apache, Asia Cement, Aten, BenQ, Broadcom, Canon, Cheng Shin Tyre, China Airlines, China Ecoteck, China Steel, China Trust, Chroma ATE, Compal, Continental Engineering, CSRC, CTCI, Daca, Daikin, Delta, Eva Air, Evergreen, Everlight, Far East Machinery, Fengtay, Flex, Foxconn, Foxlink, Fuji Xerox, Getac, Gigabyte, Google, Hitachi, Honda, Hongzheng Technology, HTC, Huawei, Hyundai, IBM, Intel, Inventec, Isuzu, Jabil, Jintex, Kinpo, Kyocera, LG, Lite-On, MediaTek, Meiko, Meita, Microsoft, Motorola, Moxa Technologies, MSIhun, Nan Liu Enterprise, Nanpao Resins Chemical, Neo Solar Power, NVidia, Oppo, Panasonic, Pegatron, Portwell, Qisda, Qualcomm, Quanta, Samsung, SenTec, Silergy, Silitech, Sony, Sumitomo Corp., Suzuki, TECO, Texas Instruments, Tongtai Machine & Tool, Toyota, TSMC, TSRC, Vivo, Volktek, Wistron, Xiaomi, Yamaha, Yuto, Zyxel

Table of Contents

1.Global Supply Chain Shift Phases

1.1 Contributing Factors of Shifts