Consumer Electronics At Risk With U.S.' Upcoming Tariffs on China 📱

What We're Showing

China's exports to the U.S. in 2023 by sector, visualized through bubble sizes representing export values in billions of USD.

The chart plots each sector based on its relative importance to both economies: the x-axis shows how dependent China is on U.S. markets for each sector (U.S. % of China's exports), while the y-axis reveals how dependent U.S. is on Chinese imports (China's % of U.S. imports).

Data sourced from UN Comtrade, China Custom, USITC via KKR as of Dec. 31, 2023.

Consumer Electronics Most Exposed

With $96 billion in exports and representing 41% of U.S. imports in this sector, consumer electronics stands as the most vulnerable industry in U.S.-China trade relations.

The sector's positioning in the upper portion of the chart, along with textiles ($68B) and clean energy & batteries ($15B), indicates these industries are particularly dependent on Chinese imports, making them especially susceptible to Trump's aggressive tariff policies.

Consumer electronics like laptops, smartphones, tablets, video game consoles, TVs, and audio equipment will be impacted, with tariffs potentially raising prices by 26-45% and affecting billions in consumer spending.