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Daiwa Securities: OEM manufacturers are expected to expand against the trend due to the trade war.

Jin10 reported on June 4 that Daiwa Securities analysts Carlton Lai and Steven Nie pointed out in a research report that the trade war may provide important original equipment manufacturers (OEMs) with long-term opportunities to expand market share rather than pose a threat. They stated that although some brand clients have requested contract manufacturers to assist in controlling costs, these requests are generally mild. The investment bank also noted that the demand for capacity in Southeast Asia remains strong, and the bargaining power of contract manufacturers is still robust.
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