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[TCL's Vietnam manufacturing base also mainly exports. The proportion of sales to Vietnam and other Southeast Asian markets at the Binh Duong factory does not exceed 10%, and more than 90% is shipped to North America.]

[The tariff for TVs shipped from Vietnam to the United States is 3.9%, while the tariff for TVs shipped from China to the United States is 11.4%, a full 7.5 percentage points difference.]

[In April this year, BOE Vietnam Smart Terminal Phase II project started construction with a total investment of 2.02 billion yuan. The factory will serve the Asia-Pacific, EU and North American markets.]

[Different from China, doing business in Vietnam is a different ecosystem. To operate a TV factory, industry insiders told reporters that production line equipment needs to be built by oneself or shipped from China, and the amount of raw materials imported from China may account for 60%. Key components must be imported from China, and the most expensive is the panel. But compared with many other regions in Southeast Asia, Vietnam's electronic supply chain is much more complete. Including steel plates, wires, cartons, injection molding, you can find materials in Vietnam. Even if you can't find them locally, Vietnam is adjacent to China, and it's not far to ship from China to Vietnam. ]

On August 7, a cargo ship from Shenzhen sailed into a Vietnamese port. Containers loaded with TV panels were unloaded from the ship and then transported by land to TCL Vietnam Manufacturing Base in Binh Duong Province, adjacent to Ho Chi Minh City. The journey was more than 50 kilometers and took about 1.5 hours.

This is the most common channel in the global TV industry. Every month, there are 1,200 to 2,000 such containers. Xu Linjun, general manager of the Vietnam base of TCL Industrial Pan-Smart Screen BU Manufacturing Center, told the First Financial reporter that compared with the containers shipped from China, more containers are shipped from the factory to North America.