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Who will bear the burden of Trump's tariffs? Acer: Laptop prices in the USA will increase by 10% from March.
① Trump stated that he will announce a 25% tariff on Autos on April 2, once again wielding his tariff stick; ② The USA government claims that the tariff will help revive American trade, but in fact, it will further exacerbate the burden of living for American Consumers; ③ Acer CEO Chen Junsheng stated that starting in March 2025, Acer laptops will increase in price by 10% in the USA market due to tariff impacts.
IDC: In 2024, the tablet market in China is expected to grow in shipments by 4.3% year-on-year.
Recently, the International Data Corporation (IDC) released its quarterly tracking report on the tablet market in China for the fourth quarter of 2024. The data shows that the total shipment volume of tablets in China for the entire year of 2024 is 29.85 million units, a year-on-year increase of 4.3%, indicating a market recovery.
TechInsights: In Q4 2024, Global tablet shipments increased by 3% year-on-year.
TechInsights stated that although the Global tablet market has maintained double-digit growth for most of 2024, tablet shipments only increased by 3% year-on-year in Q4 2024.
TechInsights: In Q4 2024, Global laptop shipments increased by 6% year-on-year, reaching 54.5 million units.
TechInsights reported that in Q4 2024, Global notebook shipments increased by 6% year-on-year, reaching 54.5 million units.
Counterpoint Research: Driven by the year-end holiday season and China's subsidy policy, the global PC market shipment volume is expected to grow by 3.7% year-on-year in Q4 2024.
According to preliminary data from Counterpoint, driven by the year-end holiday season and subsidy policies in China, the global PC market shipment volume is expected to grow by 3.7% year-on-year in the fourth quarter of 2024.
Significant policy for trading in old for new: up to 500 yuan subsidy for mobile phones and tablets, up to 2000 yuan for computers and Air Conditioners, and up to 0.02 million yuan for Electric Vehicles.
The National Development and Reform Commission stated that by 2025, the total scale of ultra-long special treasury bonds used to support the "two new" will significantly increase compared to last year, with specific amounts to be announced during this year's National People's Congress. Fu Jinling, Director of the Economic Construction Department of the Ministry of Finance, stated that recently, the central government has allocated 81 billion yuan for the 2025 consumer upgrade fund to support localities in smoothly implementing policy continuity.