S8 Ep321: PREVIEW FOR LATER TODAY: GUEST CHRIS RIEGEL. Tariffs Force Global Shift in Electronics Manufacturing Away from China. Chris Riegel reports on a major shift in consumer electronics manufacturing away from China toward India, Mexico, and Southeast Asia. Thi

The John Batchelor Show

John Batchelor

Society & Culture, Arts, Books, News

4.6 • 2.7K Ratings

🗓️ 16 January 2026

⏱️ 1 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

PREVIEW FOR LATER TODAY: GUEST CHRIS RIEGEL. Tariffs Force Global Shift in Electronics Manufacturing Away from China. Chris Riegel reports on a major shift in consumer electronics manufacturing away from China toward India, Mexico, and Southeast Asia. This transition is driven by aggressive tariffs—ranging from 27.5% to 100%—which are currently hurting Chinese manufacturers and forcing businesses to remodel their supply chains.

Transcript

Click on a timestamp to play from that location

0:00.0	This is John Batchel, a conversation with my colleague Chris Regal, recently at several trade shows,
0:06.7	the CES, Consumer Electronics in Las Vegas, and the National Retail Federation's celebration of its year in New York,
0:17.8	all pointing to a good season for Christmas shopping, but the future, especially for
0:23.9	Chinese manufacturers, is not rosy.
0:27.3	Here's Chris to explain, especially in terms of the gizmos, the electronics, the robots, not rosy.
0:34.7	Much more of this later.
0:37.5	There's absolutely a shift.
0:39.1	You've seen many of the global consumer electronics companies moving to Indonesia, Malaysia, India, and Mexico for final assembly to try to minimize the tariffs.
0:48.4	The tariffs in the electronic sector go from 27.5% up to 100%, depending on the nature of the goods coming from
0:56.4	China. So it's extremely aggressive, and it will break a number of businesses in that model
1:02.3	without trying to source from other areas. So I would say at least in the sectors, we have the
1:07.1	most access to China certainly hurt.

Transcript will be available on the free plan in 23 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from John Batchelor, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of John Batchelor and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.