현지시간으로 6일 전세계 최대 가전 박람회 CES 2025가 개최를 앞둔 가운데 도널드 트럼프 미국 대통령 당선인의 2기 취임식이 2주 앞으로 다가와 있다. 관세 전쟁이 개시되면 미국 IT·빅테크 기업에도 타격이 불가피할 것으로 보이는 가운데 가전·소비재의 가격 상승이 우려되고 있는 상황이다.
▲Total Industry Revenue, CTA US Consumer Technology 1-Year Industry Forecast / (Source: CTA)
US Tariff Barriers Reduce IT Consumption by 37-68%
“Trade retaliation, raising costs and disrupting supply chains”
As the world's largest consumer electronics show, CES 2025, opens on the 7th (local time), US President-elect Donald Trump's second inauguration is just two weeks away. If a tariff war starts, it seems inevitable that US IT and big tech companies will also suffer, and there are concerns that the prices of home appliances and consumer goods will rise.
According to the US Consumer Technology Industry Outlook released by the Consumer Technology Association (CTA), the US consumer technology industry is expected to grow 3.2% year-on-year to reach $537 billion (KRW 789.6048 trillion) in 2025, the agency said on the 5th. This appears to be a sign of increasing consumer spending on IT products and services.
According to the latest CTA survey, President-elect Trump's tariff barrier policy is expected to put upward price pressure on consumer-favorite IT product segments, including smartphones and laptops.
The latest report predicts that tariffs could reduce U.S. consumer spending on IT products by $90 billion to $143 billion, with estimates suggesting purchases of laptops and tablets could fall by up to 68 percent, gaming console spending by up to 58 percent, and smartphones by up to 37 percent.
“Technology is the engine of the U.S. economy, driving global innovation and job creation,” said Gary Shapiro, CEO of CTA. “The prospect of tariffs threatens to undermine technology as a deflationary force in the global economy.” He urged the U.S. administration and Congress to prioritize a growth-focused innovation agenda.
“The Trump administration needs to address the impact tariffs will have on American businesses and consumers,” said Ed Bridget, CTA’s vice president of trade. “Retaliation against trading partners will drive up costs, disrupt supply chains, and harm the competitiveness of American industries.”
Meanwhile, with the fierce US-China technology and trade hegemony war in the semiconductor and AI sectors looming, attention is focused on how the Korean government will seek response measures to prepare for the rapidly changing global political situation in 2025 and whether the lack of leadership will be resolved.
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