5 อุตสาหกรรมไทย เจอแรงกระแทก ภาษีทรัมป์ 36% | คุยกับบัญชา | 9 ก.ค. 68

Summary

The transcript discusses the impact of a proposed 36% tax on Thailand's export industry, specifically targeting five product groups—refrigerators, freezers, large washing machines, industrial dryers, and dishwashers. These products, heavily reliant on exports to the U.S., are expected to face significant setbacks. The script delves into the economic consequences for Thailand, the growing trade with the U.S., and the ripple effect on industries like automotive, rubber, and electronics. As U.S. tariffs increase, the challenges for Thai manufacturers grow, with the 36% tax compounding the impact of existing duties like the 25% on vehicles.

Takeaways

• 😀 The 36% tax on exports will begin on August 1st, with no extension or notification, significantly impacting Thailand's export sector.
• 😀 Five product groups from Thailand will be hit hardest by the 36% tax, including refrigerators, freezers, industrial dryers, washing machines, and dishwashers.
• 😀 These affected product groups have a substantial portion of their exports going to the US, with dishwashers (56%), large washing machines (28%), and refrigerators (13%) being particularly vulnerable.
• 😀 Siam Commercial Bank's research suggests that these product groups will face severe consequences if the 36% tax is enforced.
• 😀 The United States remains Thailand’s top export destination, accounting for over 99 billion baht in exports in the first five months of 2025.
• 😀 The impact of the tax will be felt across the top 10 Thai exports to the US, with electrical appliances and machinery being among the most vulnerable.
• 😀 In 2025, Thailand's total exports to the US reached nearly 1.92 trillion baht, indicating the growing economic importance of this market.
• 😀 The 36% tax could compound existing tariffs, such as the 25% tariff on vehicles and parts not manufactured in the US, potentially resulting in a combined tax rate of 61%.
• 😀 Other Thai exports, like rubber products, automobiles, jewelry, and plastic goods, will also face significant challenges in the US market.
• 😀 The situation is causing major concerns in Thailand’s export sector, especially with the looming risk of additional taxes on key products.

Q & A

What is the main issue discussed in the transcript?

The main issue discussed is the potential impact of a 36% tax on specific product groups exported from Thailand to the United States, particularly in the appliance and machinery sectors.

Which five product groups are most affected by the 36% tax?

The five product groups most affected are refrigerators, freezers, large industrial dryers, large washing machines, and dishwashers.

How much of Thailand's exports to the United States are affected by these products?

These five product groups account for a significant portion of Thailand's exports to the United States, with dishwashers being the most heavily reliant, with 56% of their exports going to the U.S.

What is the potential impact of this 36% tax on these industries?

The 36% tax could severely impact these industries, especially those relying heavily on U.S. exports, by making their products more expensive and less competitive in the U.S. market.

How does the export market to the U.S. compare to other countries for Thailand?

The United States is Thailand's top export market, surpassing other countries like China, Japan, and India. Thailand exported over 99 billion baht to the U.S. in the first five months of 2025 alone.

What specific percentage of dishwashers, washing machines, and refrigerators are exported to the U.S.?

56% of dishwashers, 28% of large washing machines, and 13% of refrigerators produced in Thailand are exported to the U.S.

How does this tax affect the overall U.S.-Thailand trade relationship?

The tax has the potential to strain the U.S.-Thailand trade relationship, especially as it could lead to higher costs for Thai exports and challenges in maintaining competitive pricing in the U.S. market.

What are the other significant products exported from Thailand to the U.S. besides appliances?

Other significant products include automobiles, automobile parts, rubber products, precious stones, and jewelry.

How does the 36% tax compare with other tariffs imposed on Thai products, like the 25% tariff on vehicles?

The 36% tax is much higher than other tariffs such as the 25% tariff on vehicles. The cumulative tax could reach 61% for some products like automobile parts.

What are the key concerns mentioned in the transcript regarding the tax imposition?

The key concerns include the potential economic strain on industries that rely on U.S. exports, especially those in the appliance sector, and the overall impact on Thailand's economy if the tax is fully implemented without any reductions or negotiations.