The United States announces! Exemption from 'equivalent tariffs' on laptops/smartphones/semiconductors, etc

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On the evening of April 11th Eastern Time, the US Customs announced that, according to the memorandum signed by President Trump on the same day, the "equivalent tariffs" under Executive Order 14257 (the "equivalent tariffs" executive order issued on April 2nd and subsequently revised on April 8th and 9th) will not be levied on goods with the following tax numbers. Therefore, the "equivalent tariff" of 125% will no longer be levied on these goods originating in China. 84718473.3084868517.13.008517.62.008523.51.0085248528.52.008541.10.008541.21.008541.29.008541.30.008541.49.108541.49.708541.49.808541.49.958541.51.008541.59.008541.90.008542

The products corresponding to the above tax numbers include integrated circuits, semiconductor devices, flash memory, smartphones, tablets, laptops, display modules, etc. The scope of these 20 tariff exemption codes includes consumer electronics products such as laptops, smartphones, tablets, and smartwatches, as well as television and solar related products. In addition, CBP also reminds that recently, the system was unable to correctly apply the 10% tariff to some goods due to the failure of customs declaration code updates. This fault has been fixed on the 11th, and CBP requires operators to resubmit the affected customs declaration summary to maintain compliance and rights. According to the official revised document of the US Harmonized Tariff Schedule (HTSUS) updated on the White House website, the so-called "US components" include US designs, US patents, US authorized IPs, US components, US software, US raw materials, and other quantifiable US technologies or original values. It is understood that the exemption clause of "US content ≥ 20%" applies to the electronic manufacturing industry chain, including consumer electronics (such as smartphones, AR/VR devices), communication equipment (optical modules, servers), industrial automation equipment, etc; Under this clause, products with American ingredients accounting for more than 20% of the customs declaration price are exempt from additional tariffs imposed by the United States (such as 34% -46% tariffs on electronic products from China and Vietnam), and the "equivalent tariff" only applies to non American ingredients of the product. But the enterprise side needs to pay attention to the following declaration operation points: 1. Value accounting, a BOM list (bill of materials) needs to be provided, clarifying the purchase price and total cost proportion of US made components. If the US components are dispersed among multiple suppliers, they need to be merged and calculated (such as chip+software ≥ 20%); 2、 The document requires that the ingredient declaration (including HTS code and value percentage) issued by the US supplier be submitted under HTSUS 9903.01.34 and accompanied by supply chain traceability documents.

Previously, it was reported that in response to the "equivalent tariffs" implemented by the Trump administration on April 9th, American memory chip manufacturer Micron Technology has notified American customers of plans to impose "surcharges" on some products. In a letter to customers, Micron Technology stated that although the new US tariff policy exempts some semiconductor products, memory modules and solid-state drive (SSD) products will still face tariff adjustments. So these storage modules used for various products such as cars, laptops, and data center servers now require American buyers to pay extra fees. Officials from the securities department of GoerTek, a "fruit chain" enterprise, also stated that the company's major client (a domestic technology giant in the United States) had successfully applied for tariff exemptions, avoiding an increase in supply chain costs. At present, the customer needs to apply for exemption again, and the company is actively communicating with the customer to monitor the progress of the exemption application. The increase in tariffs is as high as 30% -40%, and the profit margin of the supply chain itself is relatively low, which cannot bear the additional costs. "A relevant person from the securities department of GoerTek stated that if the exemption application fails, the customer may need to bear the cost of tariffs or transfer the cost to end consumers, and transferring the tariff cost to end consumers will have a great impact on the company's financial indicators such as sales volume, revenue, and profits.