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 · Smartphones
Cut the exports of China in Smartphones (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: Smartphones, 2024
- World exports cut65.2%
- Importers with over a quarter at risk31
| Importer | At risk, share of its imports | Its other suppliers would ship |
|---|---|---|
| 99.9% | +73,667% | |
| 90.4% | +944% | |
| 90% | +896% | |
| 89.1% | +820% | |
| 88.9% | +797% | |
| 87.6% | +706% | |
| 84.3% | +537% | |
| 83.8% | +519% | |
| 82.8% | +483% | |
| 82% | +453% | |
| 81.5% | +441% | |
| 80.8% | +420% |
Who could fill the gap: Indonesia, 99.9% of its imports
The suppliers it already buys from, in proportion to their shares: each would have to ship 73,667% more. Share now, then the part of the gap it would take:
- Smaller suppliers 0.14% +99.9 pp
The largest other exporters, by share of world exports
- Vietnam 8.4%
- India 7.5%
- Hong Kong 3.2%
- United States 2.1%
- Netherlands 2.1%
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.