The recent one wave of tariffs imposed by the United States has unleashed a storm in the technological market. Apple, Google or Motorola have been indicated Directly because of its strong dependence on Trump, the main objective of Trump in this tariff war.
But there is an actor who has barely appeared in the eye of the hurricane: Samsung. The silence around it is no accident, but a consequence of a competitive advantage forged for years.
What has happened. Samsung left smartphones production in China in 2020. Since then, he diversified his supply chain in India, South Korea, Vietnam, Brazil and other countries.
According to the consultant Counterpoint ResearchChina represents 80% of iPhone’s production, while for Samsung, it barely contributes mid -range with ODM designs premises. It is a very large contrast that has consequences.
Why is it important. The commercial war is redrawing the hardware map. Whoever has the factory in the wrong country can see the price of their products triggered.
In detail. Vietnam, a key country for Samsung (more than 60% of its mobiles are manufactured there), has received a 46% tariff waiting to see what happens after the extension. Even so, the Korean brand has maneuver margin. Its two factories in India – an unused capacity – can absorb part of the blow.
On the other hand, South Korea could assume the production of high -end models if the situation requires it. Apple, on the other hand, does not have that agility: its diversification is still incipient.
Between bambalins. Samsung He has been investing in Vietnam for more than a decade: 100,000 employees, 25% of the country’s total exporter and 220 million dollars only in R&D in 2024.
This strategic alliance has become a double -edged sword. Now that Vietnam is in the tariff target, both parties negotiate against the United States to stop possible damage. But Samsung already had his plan B activated: transfer part of the production to India and Korea.
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