> TVs and monitors: Big winner is Vietnam. Mexico overtook China as the import leader This doesn't make sense to me, do they do some high level assembly of co

> TVs and monitors: Big winner is Vietnam. Mexico overtook China as the import leader This doesn't make sense to me, do they do some high level assembly of components? I think China took over global market of TV panels manufacturing for example: With this transaction, Chinese manufacturers’ market share of the LCD panels used in TVs will increase from 66% to 72%, with nearly 100% share in ultra-large 90 – 115 inch screens. The market share of Chinese OLED panel manufacturers is forecasted to increase from 47.9% this year to 50.2% next year, surpassing the OLED shipment share of Korean companies. https://www.forbes.com/sites/willyshih/2024/10/13/chinese-manufacturers-will-dominate-flat-panel-display-manufacturing/ https://www.forbes.com/sites/willyshih/2024/10/13/chinese-ma... It sounds like it could be that China losing in cheap assembling tasks, but significantly gaining in high tech manufacturing.