Behind the U.S. Tariff Hikes: The “Hidden Battlefield” of Intellectual Property Rights
2025-06-05   |   发布于:赛立信
Introduction
Recently, the U.S. government has once again wielded the tariff stick, increasing the tariffs on imported steel, aluminum, and their derivative products from 25% to 50%, and planning to impose high tariffs on even more products. These measures have attracted widespread attention and discussion globally. From the perspective of a market research company, the U.S. tariff hikes are not merely a continuation of trade protectionism; they also conceal a deeper game in the field of intellectual property rights.
The Connection Between Tariffs and Intellectual Property Rights
In recent years, the United States has frequently raised tariffs, ostensibly to reduce trade deficits and protect domestic industries. However, one of the core objectives behind this move is to address issues related to intellectual property rights protection and technology transfer. As early as 2017, the U.S. initiated a “Section 301 investigation” against China under the pretext of “trade imbalance” and “intellectual property issues,” and gradually expanded the scope of tariffs. In September 2024, the U.S. once again imposed tariffs on some of China's “strategic products” in phases, based on the so-called “four-year review of the Section 301 investigation action.” The products affected included steel, aluminum, semiconductors, electric vehicles, lithium batteries, and solar cells, among others.
The “Hidden Battlefield” of Intellectual Property Rights
  1. Technological Blockade and Competition
    By raising tariffs, the U.S. attempts to restrict the entry of high-tech products from other countries into its market, particularly in fields such as semiconductors, artificial intelligence, and new energy. This move is not only a form of trade protectionism but also a means to maintain its leading position in the global technology sector.
    For example, the tariff increases on China's semiconductor industry directly affected the market expansion and technological cooperation of related enterprises. It also had a profound impact on the global semiconductor industry chain layout.
  2. Double Standards in Intellectual Property Rights Protection
    The U.S. adopts a double standard in the protection of intellectual property rights. On one hand, it accuses other countries of “infringing intellectual property rights”; on the other hand, it uses trade barriers to restrict the entry of innovative achievements from other countries into the U.S. market.
    This double standard not only harms the interests of enterprises from other countries but also raises doubts in the international community about the true intentions of the U.S. in protecting intellectual property rights.
  3. Strategic Game and Economic Interests
    The U.S. tariff policy is not only an economic tool but also a part of its strategic game. By exerting pressure through tariffs, the U.S. tries to force other countries to make concessions in areas such as intellectual property rights protection and technology transfer.
    For example, the U.S. has demanded that China make more commitments in the protection of intellectual property rights. However, these demands are often accompanied by unreasonable trade restrictions and economic sanctions.
Impact from a Market Research Perspective
From the perspective of market research, the U.S. tariff hikes have had far-reaching impacts on the global market in several aspects:
  1. Supply Chain Disruption and Restructuring
    High tariffs have led many companies to reassess their supply chain layouts. Some enterprises have chosen to shift production from high-tariff countries to other countries to reduce production costs and trade risks. This supply chain restructuring not only affects the economic development of the relevant countries but also poses a challenge to the stability of the global industrial chain.
  2. Corporate Innovation and Competitiveness
    Faced with tariff pressure, many companies have increased their investment in intellectual property rights to enhance their core competitiveness. However, such investment often requires time and resources, and may have a certain negative impact on the financial status and market performance of enterprises in the short term. At the same time, tariff policies have also prompted companies to pay more attention to the protection of intellectual property rights to prevent technology infringement or misuse.
  3. Consumers and Market Confidence
    High tariffs lead to increased commodity prices and higher purchasing costs for consumers, which to some extent suppress market demand. In addition, the uncertainty of tariff policies also affects market confidence. Many companies are cautious about the future market prospects, and their investment and expansion plans are restrained.
Conclusion
Behind the U.S. tariff hikes lies a complex game in the field of intellectual property rights. From technological blockade to double standards, from strategic game to market impact, these measures have not only had a far-reaching impact on the global trade pattern but also posed new challenges to the protection of intellectual property rights and technological innovation. As a market research company, we call on countries to strengthen cooperation in the protection of intellectual property rights and trade policies to jointly promote the stability and sustainable development of the global economy.
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