➀ U.S. smartphone imports from China plummeted 94% (Feb-May 2025), with India/Vietnam emerging as new hubs;
➁ Vietnam surged as top laptop supplier to the U.S. (+147%), while China's TV exports to U.S. dropped 61%;
➂ Potential 25% smartphone tariffs and minimal domestic production signal U.S. facing device shortages in late 2025.