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https://www.digitimes.com/news/a20180807PD208.html

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Major Taiwan-based ODMs including Quanta Computer and Wiwynn are assessing the feasibility of moving back part of their production lines from China to mitigate the impact of the raging US-China trade war, according to sources in the server industry supply chain.

In its third round of tariff sanctions against China, the US may levy a 10% extra tariff on US$200 billion imports from the world's second largest economy. Taiwan's bulk electronics export items made in China, including smartphones and notebooks, are excluded from the sanctions, but some server-use motherboards, especially those for white-box servers, will be impacted, prompting Quanta and Wiwynn to consider moving part of their motherboard production lines back to Taiwan from China, the sources said.

At the moment, Quanta mainly manufactures server motherboards at its China plant in the Songjiang district of Shanghai, with server assembly operations done at the firm's US plants in Tennessee's Nashville and California's Fremont, and Germany's Wurselen.

To fulfill robust orders for cloud servers from international clients, Quanta will expand its production capacity by 30% at its plants in the US, Europe, and China, according to Mike Yang, vice president of Quanta's cloud business. Yang said that his company is beginning to study the feasibility of moving China production lines back to its existing plant complex in Linkuo, northern Taiwan.

Wiwynn mainly relies on its parent firm Wistron for production support and maintains an assembly plant in Mexico mainly to serve cloud clients in the US. The company said it is still evaluating the possibility of relocating its China production lines back to Taiwan to cushion possible impact of the US trade sanctions.

As production costs in Taiwan are higher than in China, both Quanta and Wiwynn will have to negotiate with their clients over absorbing part of the increased costs before automated production is realized. This will be one of major elements involved in the feasibility study, supply chain sources said.