In cameras and electronic industries it is lot of talks going due to trade war.

Yet major conclusion is that number of devices going to US will start to drop sharp since Q4 of this year, and will reach up to 2 times drop in 2020 for certain electronic sectors.

US cameras shipments intended for Q4 sales can be as small as 70% (in units) compared to 2018 and drop further to 60% in Q1 2020.

US SSDs, CPUs and similar computer DIY parts are expected to drop 15-25% (again, in units) this year in Q4, YoY basis. This will further increase in 2020 with another tariffs hike and can reach 50% in many sectors towards the end of 2020.

Most firms are now working with another countries distributors to spread all this units over large areas, mostly in Asia.