The sweeping tariffs imposed by the Trump administration are roiling already unanchored markets and will have dramatic follow-on consequences for the channel. This is what Channelnomics knows and sees going forward.
NOTE: The tariff situation remains fluid as the Trump administration remains inconsistent in its policy implementations and goals. As such, tariff information is changing frequently. This analysis was updated with the latest information about U.S. tariffs and their impact on the technology industry and channel. Check back for further updates.
The channel can't expect — and will not receive — a reprieve from the Trump-initiated tariffs. Channel leaders must study and understand the impact of these tariffs on product availability and pricing, as well as the consequences of retaliatory measures taken by other countries and declining international sentiment toward American brands.
Channelnomics is monitoring the situation to assess its immediate impact on U.S. and global channels and broader implications for the technology market. Many of the notes in this brief are preliminary, based on a mix of known and speculative information. The intent is to initiate channel teams' planning and assessment regarding the potential effects of tariffs on partners and sales.
The following is what Channelnomics knows and sees going forward. The information presented is subject to change without notice.
