US Tariffs Impact Investment and Consumption Momentum; 2025 End-Market Outlook Lowered

Global notebook Original Design Manufacturer (ODM) shipments are expected to experience limited growth in 2025 due to US tariffs impacting investment and consumption momentum. TrendForce has revised its forecast, predicting a 3% growth in ODM shipments under the base case scenario and a 2% growth in the worst-case scenario.

The imposition of tariffs by the Trump administration has contributed to the slowdown in growth, with concerns about the impact on end markets causing a downgrade in the 2025 outlook. These tariffs have created uncertainties in the market, leading to a cautious approach by manufacturers and consumers alike.

The global notebook market is facing challenges as a result of these tariffs, and the overall outlook for the industry has been downgraded. Manufacturers are adjusting their strategies and projections to navigate the changing landscape brought about by the tariffs. This adjustment reflects a more conservative approach to investment and production decisions.

The impact of the tariffs is expected to be felt across the industry, affecting both domestic and international players. As a result, investors and consumers are likely to adopt a wait-and-see approach, leading to decreased growth in the notebook ODM market.

While the base case scenario predicts a 3% growth in ODM shipments, the worst-case scenario anticipates only a 2% increase. These figures underscore the challenges faced by the industry in the wake of the tariffs and highlight the need for strategic planning and adaptation to address the changing market conditions.

Overall, the 2025 outlook for the notebook ODM market has been revised downwards as a result of the tariffs introduced by the US government. These tariffs have had a significant impact on investment and consumption momentum, leading to a more cautious and conservative approach by manufacturers and consumers.

In conclusion, the global notebook ODM market is facing challenges in 2025 due to US tariffs that are impacting investment and consumption momentum. The revised outlook for the year reflects the uncertainties created by these tariffs and the need for industry players to adapt and adjust their strategies accordingly. Despite these challenges, manufacturers and investors are working to navigate the evolving landscape and find opportunities for growth in the market.