According to Wang Fei, chief analyst of LEDinside, from the list of 1300 products announced by the United States, there are several projects related to the LED industry: 85414020, 85419000, 90330020, etc. China is a major application product manufacturer of LEDs. The above three types of products belong to the middle of the industry. The demand market is mainly China's LED application product manufacturing enterprise. It is not directly used by consumers. Therefore, this industrial intermediate product occupies a very low proportion of exports, only about 5% of the LED industry output value, and due to the US domestic LED application products. There are few manufacturers, and 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 actually described in China Customs Commodity is solar battery products. Therefore, the actual listed tariff list of LED product exports in 2017 was only 46 million US dollars. Even if 85414010 is actually included in the taxation project, it is only about 129 million US dollars, not exceeding a total of 200 million U.S. dollars. Compared to the scale of China's LED industry output value of more than 100 billion, 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 product category items 94540090, 94051000, and display category 85312000, but the above items are not within the scope of this 301 list. Internal. However, due to the small number of U.S.-based application product manufacturers and the majority of lighting brand companies and sales channels that have been commissioned by China, if the above application products are subject to taxation in the future, I am afraid the U.S. market will have a large price for this type of product. rise.