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    The world trade network and ten product chains from ore to product, with the events that moved them.

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    Funding and trade together: how economies earn, who funds whom against who trades with whom, and what past shocks did to both.

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Cases · Tools

Cut a supplier

Pick a stage of one of the ten chains and an exporter, and cut its exports: who loses what share of their supply, who could fill the gap, and what passes one stage down the chain. First-round arithmetic on 2024 trade shares, not a forecast.

  • 89stages to choose from
  • 2024the year of the shares
  • 25exporters of this stage listed

Chips and electronics · S8 · Laptops and computer units

Cut the exports of China in Laptops and computer units (Chips and electronics, stage 8) and follow the shortfall to the importers and one stage down the chain.

Who loses what share of their supply: Laptops and computer units, 2024

  • World exports cut43.5%of world laptops and computer units exports
  • Importers with over a quarter at risk34of the 40 largest importers
The 12 importers with the largest share of their imports at risk. Select one to see who could fill its gap.
ImporterShare of world importsFrom ChinaAt risk, share of its importsIts other suppliers would ship
0.63%78.9%78.9%+373%
0.31%76.6%76.6%+328%
1.6%74.6%74.6%+294%
0.75%72.9%72.9%+270%
2%72.8%72.8%+268%
0.99%70.7%70.7%+241%
0.94%69.7%69.7%+230%
0.65%69.3%69.3%+226%
3.7%69.3%69.3%+226%
2.7%67.7%67.7%+210%
0.72%67.5%67.5%+207%
4.6%66.8%66.8%+201%

* Did not file this period: its imports are seen through its partners’ reports.

Who could fill the gap: Indonesia, 78.9% of its imports

The suppliers it already buys from, in proportion to their shares: each would have to ship 373% more. Share now, then the part of the gap it would take:

  • United States 6.5% +24.4 pp
  • Malaysia 5.8% +21.6 pp
  • Singapore 2.9% +11 pp
  • Ireland 1.3% +4.8 pp
  • Hungary 1.1% +3.9 pp
  • Mexico 0.91% +3.4 pp
  • Hong Kong 0.64% +2.4 pp
  • Smaller suppliers 2% +7.4 pp

The largest other exporters, by share of world exports

  • Mexico 14.5% · already a supplier
  • Taiwan 10.3%
  • Vietnam 7.9%
  • United States 5.4% · already a supplier
  • Netherlands 3%

First-round arithmetic on trade shares, not a forecast: an importer’s exposure is its import share from the shocked suppliers × the cut. No stocks, no new suppliers, no price changes.

Suppliers are read from the flows the map stores for the stage: each importer’s ten largest suppliers and every flow above 0.05% of world trade; the rest are “smaller suppliers”. The next stage and the use share come from the chain file.

Source: UN Comtrade, Final data, HS6; mirror rule; shares of 2024.

datasteg: the flow sites