The increase in tariffs on Vietnam and Malaysia by Trump has an impact on the US cabinet industry mainly in aspects such as cost increase, changes in market share, and possible supply chain adjustments.

Firstly, the increase in tariffs will lead to a rise in import costs, which in turn affects the cost structure of the US cabinet industry. Specifically, the Trump administration imposed high tariffs on goods imported from Vietnam and Malaysia. This will cause cabinet manufacturers that rely on the supply chains of these countries to face higher costs of raw materials and components. In order to cope with these increased costs, manufacturers may choose to raise product prices, thus affecting their market competitiveness.

Secondly, changes in tariff policies will also affect the market share of the US cabinet industry. If US cabinet brands rely on imports of key components or raw materials from Vietnam and Malaysia, the increase in tariffs may prompt these brands to turn to other suppliers or production locations to reduce procurement costs. Such a shift may lead to a reallocation of market share. Some brands that rely on imports may lose part of their market share, while those that can achieve local production or find alternative supply sources may gain more opportunities.

In addition, adjustments to the supply chain are inevitable. In the face of increased tariffs, the US cabinet industry may need to re-evaluate its supply chain layout and look for alternative suppliers or production locations with lower costs. This may involve complex issues such as an increase in logistics costs, adjustments to production efficiency, and cooperation negotiations with new suppliers.

Overall, the increase in tariffs on Vietnam and Malaysia by Trump has a multi-faceted impact on the US cabinet industry, including cost increases, changes in market share, and supply chain adjustments. These impacts require cabinet enterprises to adopt corresponding strategies to deal with them, so as to ensure their competitiveness and profitability in the new trade environment.