这场转移由三大代工厂主导：Hosiden、歌尔与和硕，自2024年9月至2025年8月合计自越南向美国出货超过20亿美元主机。Hosiden在北宁省增建一栋约25.8万平方英尺的新厂房；歌尔在一处127英亩的大型园区扩产，目标年产200万台主机与500万支控制器；和硕则计划将海防厂区员工数扩增四倍，并额外租用约31.2万平方英尺仓储空间，以提高PlayStation与Xbox等产品的组装能力。
对消费者而言，货架仍被最新主机填满，其中6月以450美元上市的Switch 2预计在2026年3月前全球销量达2,500万台，是今年美国最畅销的游戏硬体，PS5位居其后。2025年2月至8月，美国政府从游戏机及相关产品关税中至少进帐3.25亿美元；同时，中国透过转向其他市场来弥补流失的美国订单，约14亿美元的出口从美国转向他国，其中约11亿美元流向欧盟，对欧洲整体出口平均每月再增加约1.8亿美元，显示生产与贸易格局出现持久性重组。
US tariffs have rapidly shifted video game console manufacturing away from China to Vietnam. China’s share of US console imports collapsed from 86% in 2024 to under 5% after May 2025, as average tariffs on Chinese consoles jumped to 88% before easing to about 30%, while Vietnamese units faced around 10% or less. Vietnam’s exports rose from under $30 million a month in 2024 to more than $400 million a month, within a $20 billion annual global console trade.
Three manufacturers anchor this shift: Hosiden, Goertek and Pegatron, which together shipped over $2 billion of consoles from Vietnam to the US between September 2024 and August 2025. Hosiden is adding a 258,000 square foot building, Goertek is ramping output at a 127 acre complex targeting 2 million consoles and 5 million controllers, and Pegatron is quadrupling its workforce while leasing about 312,000 square feet of extra warehousing to expand PlayStation and Xbox assembly.
Consumers still find shelves stocked, led by Nintendo’s Switch 2, which launched in June at $450 and is aiming for 25 million global sales by March 2026, while PlayStation 5 ranks second in US hardware sales. The US government collected at least $325 million in tariffs on consoles and related goods between February and August, and China diverted lost US sales by redirecting about $1.4 billion in exports, including roughly $1.1 billion toward the European Union and $180 million a month to Europe overall.
