華碩於2025年第二季度財報電話會議中，正式對外揭示其在全球供應鏈佈局上的重大調整。公司代表指出，為應對日益嚴峻的國際關稅壓力，已經將高達九成的PC與主機板生產線，自中國大規模轉移至東南亞多個國家。目前，泰國、越南與印尼已成為華碩主要的製造基地，承擔起過去長期由中國生產體系所主導的任務。

這一舉措的背景，與國際貿易環境的變化密切相關。隨著美中之間的關稅摩擦升級，電子產品成為首當其衝的產業之一。華碩身為全球知名的PC與主機板製造商，若持續將重心放在中國，將不得不承受龐大的關稅成本與政策風險。為維持市場競爭力並確保成本結構穩定，公司選擇將生產環節進一步外移，透過區域多元化降低對單一國家的依賴。

此次轉移對華碩而言，不僅是單純的地理調整，也象徵著產業鏈的再平衡。東南亞多國憑藉勞動力成本優勢、政策支持與基礎設施逐步完善，正成為電子產業的新熱點。華碩將大部分產能移往當地，意味著該區域將在未來數年承擔更多高附加價值的製造工作，並有望帶動相關上下游供應鏈聚集。然而，這樣的轉變也並非沒有挑戰。中國在製造規模、供應鏈完整度與熟練勞動力方面仍具顯著優勢。華碩雖然選擇以東南亞作為新的主戰場，但能否在短期內複製中國所提供的效率與成本控制，仍是一個待觀察的問題。同時，地緣政治與當地基礎建設的不確定性，也將成為影響華碩未來營運表現的關鍵變數。

整體而言，華碩此次大規模產能轉移，展現企業對全球經貿局勢高度敏感的應變能力。這不僅是一場為規避關稅的戰略調整，更是全球電子產業鏈逐步「去中國化」趨勢的縮影。隨著泰國、越南與印尼等國逐漸成為新興的製造中心，華碩的決策或將對其他科技品牌產生示範效應，加速全球產業格局的重新洗牌。

ASUS, during its Q2 2025 earnings call, officially revealed a major shift in its global supply chain strategy. Company representatives stated that, in order to cope with mounting tariff pressures, ASUS has relocated up to 90% of its PC and motherboard production from China to several Southeast Asian countries. At present, Thailand, Vietnam, and Indonesia have become ASUS’s primary manufacturing bases, taking over operations that had long been dominated by China’s production system.

This move is closely tied to changes in the international trade environment. With tariff frictions between the U.S. and China escalating, electronic products have become one of the hardest-hit industries. As a leading global PC and motherboard manufacturer, ASUS would have faced significant tariff costs and policy risks if it continued to keep its production heavily concentrated in China. To maintain market competitiveness and ensure a stable cost structure, the company opted to further diversify its production, spreading operations across multiple regions to reduce reliance on a single country.

For ASUS, this shift is not just a geographic adjustment but also a rebalancing of its industrial chain. Southeast Asian nations, leveraging advantages in labor costs, policy incentives, and gradually improving infrastructure, are emerging as new hotspots for the electronics industry. By moving most of its production capacity to these countries, ASUS signals that the region will take on more high-value manufacturing work in the coming years, likely spurring the clustering of related upstream and downstream suppliers.

Nevertheless, the transition comes with challenges. China still holds significant advantages in terms of scale, supply chain completeness, and skilled labor. While ASUS has chosen Southeast Asia as its new main hub, it remains uncertain whether the region can quickly replicate the efficiency and cost controls that China has long provided. Additionally, geopolitical risks and infrastructure limitations in Southeast Asia could also influence ASUS’s operational performance moving forward.

Overall, ASUS’s large-scale production shift reflects the company’s acute responsiveness to global economic and trade dynamics. This is not only a strategy to circumvent tariffs but also a snapshot of the broader trend of global supply chains moving away from heavy reliance on China. As Thailand, Vietnam, and Indonesia continue to grow as emerging manufacturing centers, ASUS’s decision may serve as a precedent for other tech brands, accelerating the reshaping of the global industrial landscape.