2010 Downstream Electronics 
McKinsey
JUNE 24, 2025
Electronics and contract manufacturing are harder to rearrange The average US China-rearrangement ratio is about 0.4, for electronics and textiles, and highest (more than 0.9) The vertical axis lists sectors such as electronics, textiles, machinery, metals, and more. but the figure varies widely across sectors.
McKinsey
JUNE 17, 2025
Trade in electronics could see the biggest shifts, followed by textiles and machinery. Resources across energy and mining could see substantial downstream effects. Sector-specific strategies are essential Electronics aren’t iron ore, and iron ore isn’t fashion. The rest fall somewhere in the middle.
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