A record share of U.S. companies in China are accelerating plans to relocate manufacturing or sourcing due to U.S.-China tensions and impacts of Covid-19. The survey by AmCham China revealed that 30% of respondents considered or started diversification in 2024, surpassing previous years.
Key Points
Record share of U.S. companies in China are considering or starting diversification of manufacturing or sourcing
U.S.-China tensions and Covid-19 impacts are major factors driving this trend
Survey shows an increase in companies considering relocating to the U.S.
Majority of U.S. companies in China do not plan to diversify
Challenges include U.S.-China tensions, competition from local companies, and profitability concerns
Pros
Diversification of supply chains reduces dependency on a single country
Potential for increased job opportunities in relocation destinations
Cons
Relocation may lead to job losses in China
Potential logistical challenges and costs in setting up new manufacturing locations