Our deep-dive analysis of the impact of proposed duties on Chinese exports of televisions to the U.S. shows Mexican manufacturers have most to win. That includes Samsung Electronics which had a 25% share of North American TV shipments in 2017. Meanwhile the impact on television prices may not be felt until 4Q 2018 given the government’s consultation period and pricing practices of manufacturers. Strategic options for Chinese manufacturers such as TCL include: the rearrangement of global supply chains to send Chinese production elsewhere, and divert non-Chinese production to the U.S.; ...