
The post-pandemic era has catalyzed a fundamental restructuring of global supply chains, transitioning the "China Plus One" strategy from a theoretical risk-mitigation concept to an operational imperative. This study presents a comparative analysis of the primary diversification hubs for the consumer electronics industry Vietnam, India, Mexico, and Thailand evaluating their viability against critical metrics including capital goods independence, tariff optimization, and ecosystem maturity. The findings indicate that these regions do not offer a linear progression of benefits but rather distinct strategic value propositions: Vietnam acts as a model of networked agility leveraging regional connectivity; India offers vertical integration driven by unmatched scale; Mexico provides proximity advantages essential for the North American market; and Thailand functions as a "profit sanctuary" supported by a mature industrial legacy. Quantitative modeling within this study projects that targeted diversification can reduce landed costs by 15–24% through tariff arbitrage potentially lowering effective rates from a baseline of 34% to 0% and unlocking over $4 billion in annual savings for major industry players producing at scale.
SPECS Scheme, Electronics Manufacturing, Nearshoring, China Plus One, Capital Goods Localization, Supply Chain Resilience
SPECS Scheme, Electronics Manufacturing, Nearshoring, China Plus One, Capital Goods Localization, Supply Chain Resilience
| selected citations These citations are derived from selected sources. This is an alternative to the "Influence" indicator, which also reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically). | 0 | |
| popularity This indicator reflects the "current" impact/attention (the "hype") of an article in the research community at large, based on the underlying citation network. | Average | |
| influence This indicator reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically). | Average | |
| impulse This indicator reflects the initial momentum of an article directly after its publication, based on the underlying citation network. | Average |
