Global Supply Chain Restructuring
The golden age of "efficiency-first" globalization has ended; "security and resilience" are now the primary considerations for global supply chain layouts. Against the backdrop of US-China strategic competition and "de-risking," a profound "re-mapping" of industrial chains is underway. This research focuses on the core role Southeast Asia plays in this historic restructuring—it is not only the manufacturing base for "China Plus One" strategies but also a new nexus where global capital, technology, and standards converge. We will deeply assess Southeast Asia's opportunities (policy dividends, RCEP integration) and challenges (infrastructure bottlenecks, labor skills, compliance pressures) to provide navigation for clients' global asset allocation and production footprint.
- Dynamically tracking how US-China trade and technology friction (e.g., tariffs, CHIPS Act) compels multinational corporations to diversify their layouts and shift capacity to Southeast Asia.
- Quantitatively analyzing the on-the-ground effectiveness of "China Plus One" strategies in countries like Vietnam, Indonesia, Malaysia, and Thailand, including their industrial cluster differences and comprehensive cost comparisons.
- Assessing how "supply chain resilience" policies from the US, EU, and Japan are guiding their key industries to tilt towards ASEAN partner nations.
- Deconstructing the competitiveness of incentive policies, industrial park planning, and foreign investment access conditions introduced by Southeast Asian governments to attract industrial relocation.
- Identifying the common challenges Southeast Asia faces in taking on high-end manufacturing, such as infrastructure deficits, skilled technical labor shortages, and logistics network inefficiencies.
- Analyzing how economic frameworks led by China and the US create both the pull of "dual supply chains" and their integration within Southeast Asia.
- Assessing the latest trends in corporate trade-offs between "efficiency" and "security," and the real-world performance of "near-shoring" and "friend-shoring" in Southeast Asia.