Investigations
China Went From 87% of America's Console Imports to 7% in Six Months — and the Trade Data Says the Country Didn't Just Relabel It
In December 2024, 94.5% of the video game consoles America imported came from China. By July 2025 that was down to 7.5%, and Vietnam was shipping 63.7% of them. Twelve months later China is back below 10% and Thailand has quietly become the third-largest source. The monthly customs data behind that swing — never assembled in one place for this industry — shows a supply chain that did not relocate over years, but flipped in a single quarter, between February and May 2025. And a parallel paper trail of CBP origin rulings explains the mechanism: with one exception the country that solders the components onto the circuit board is the country the console is "from" — even when the finished machine is still assembled in China.
Sep 23, 2026 · 13 min read