Global Electronics Association Study Highlights Shifting Trade Patterns in Electronics Supply Chains
24 June 2025 - As global shocks expose the fragility of electronics supply chains, calls for domestic manufacturing and reduced dependence are growing. But the real story lies upstream—in components like semiconductor chips. To understand where value is created and risks emerge, we must look beyond final assembly.
Electronics manufacturing is the most globally interconnected industry in the world. Trade in electronics inputs and finished goods has reached $4.5 trillion, representing more than 20% of global merchandise trade. Behind every smartphone, laptop, or server lies a web of international transactions involving semiconductors, batteries, connectors, printed circuit boards, and hundreds of other components. While many discussions focus on where a product is assembled, this report emphasizes the critical importance of where it begins: where components are made, sourced, and moved.
Read the full report below.
Interconnected - Global Electronics Trade.pdf
PDF 6.0 MB