Across our book, roughly 18% of order value has shifted from China to Vietnam over the last year — concentrated in textiles, furniture, and simple assembled electronics.
Vietnam wins on duty treatment and diversification, but loses on component depth and MOQ flexibility. For complex BOMs, China's supplier ecosystem is still hard to beat.
The right answer is rarely all-or-nothing. We help buyers split sourcing by category so they capture the duty and risk benefits without inheriting Vietnam's supply-chain gaps.