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 · S5 · Discrete semiconductors (diodes, transistors, thyristors)
Cut the exports of China in Discrete semiconductors (diodes, transistors, thyristors) (Chips and electronics, stage 5) and follow the shortfall to the importers and one stage down the chain.
Who loses what share of their supply: Discrete semiconductors, 2024
- World exports cut32.5%
- Importers with over a quarter at risk18
| Importer | At risk, share of its imports | Its other suppliers would ship |
|---|---|---|
| 96.9% | +3,128% | |
| 65.8% | +192% | |
| 57.9% | +138% | |
| 52.3% | +110% | |
| 51.8% | +107% | |
| 50.4% | +102% | |
| 45.4% | +83% | |
| 42.9% | +75% | |
| 39.1% | +64% | |
| 39% | +64% | |
| 38.9% | +64% | |
| 33% | +49% |
Who could fill the gap: Cambodia, 96.9% of its imports
The suppliers it already buys from, in proportion to their shares: each would have to ship 3,128% more. Share now, then the part of the gap it would take:
- Thailand 0.76% +23.7 pp
- Japan 0.65% +20.2 pp
- Smaller suppliers 1.7% +53 pp
The largest other exporters, by share of world exports
- Malaysia 12.9%
- Germany 6.8%
- Japan 6.6% · already a supplier
- Singapore 6.4%
- Philippines 5.2%
One stage down the chain
Phone and computer parts (assembled boards and others)
Upper bound (100% pass-through, no use share). This stage feeds only this chain, so the chain file gives it no use share and the whole shortfall passes down.
24.1% of world phone and computer parts (assembled boards and others) exports at risk in the first round, summed over the 22 large exporters with an exposure upstream. The 8 listed below carry 22.4%.
| Exporter | Its exposure upstream | World exports at risk |
|---|---|---|
| Taiwan | 57.9% | 11% |
| Korea | 42.9% | 4.4% |
| Vietnam | 27.5% | 3.4% |
| Thailand | 50.4% | 1% |
| Hong Kong | 65.8% | 0.91% |
| Mexico | 38.9% | 0.69% |
| Malaysia | 12.6% | 0.56% |
| United States | 14% | 0.35% |
An exporter of the next stage loses its share of world exports × its own exposure upstream (× the use share). Exporters on a closed route lose their own exports × the cut. Exposure upstream is the share of its imported discrete semiconductors that came from the closed supplier, not of all the discrete semiconductors it uses: where most are made at home (Japan, Korea, Germany for car parts), it overstates the risk.
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.