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On April 4, 2018, the US government officially issued a 301 investigation recommending a 25% tariff on Chinese products and listing a list of 1,300 tax codes. LEDInside pointed out that since the LED products in this list are mainly industrial intermediate products, including chips and backlight products, the US LED industry exports to the US government was officially released on April 4, 2018. The survey recommended a 25% tariff on Chinese products and a list of 1,300 tax codes. LEDInside pointed out that because LED products in this list are mainly industrial intermediate products, including chips and backlight products, accounting for a low proportion of China's LED industry exports to the US market, therefore, for Chinese LED companies The substantive impact is limited. Wang Fei, chief analyst of LEDinside, said that from the list of 1300 products released by the United States, there are several projects involving the LED industry, such as 85414020, 85419000, and 90330020. China is a major producer of LED products. The above three types of products belong to industrial intermediates. The demand market is mainly for LED application products manufacturers in China, which are not directly used by consumers. Therefore, this industrial intermediate product accounts for a very low proportion of exports, only about 5% of the output value of the LED industry, and because the production of LED products in the United States is rare, the proportion of direct exports to the US market is even lower. LEDinside analysis, China's LED Customs code is 85414010, the United States listed 85414020 is actually described in China Customs goods are solar battery products. Therefore, the actual listed tariff list of LED products exports in 2017 was only 46 million US dollars, even if the 85414010 is actually included in the taxation project, it is only about 129 million US dollars, totaling no more than 200 million US dollars, compared to China LED The scale of industrial output exceeds 100 billion, and the impact is quite limited. On the other hand, LED products with a large proportion of China's exports to the United States are mainly concentrated in downstream applications, such as lighting products category 94054090, 94051000, display class 85312000, etc., but the above items are not within the scope of this 301 list restriction. Inside. However, due to the small number of manufacturing companies in the United States, most of the lighting brand companies and sales channels are entrusted to Chinese OEMs. If the above-mentioned application products are taxed in the future, I am afraid that the price of this type of products sold in the US market will rise sharply. (
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