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U.S.-Taiwan Trade and Economic Relations

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July 14, 2015Updated March 19, 2019 U.S.-Taiwan Trade Relations Overview With a population of 23 million people, Taiwan has evolved to become a highly- developed, dynamic, and globallycompetitiveglobally competitive economy. In 20142018, Taiwan’s gross domestic product (GDP) on a purchasing power parity (PPP) basis was $1.025 trillion, making it the world’s 22nd 22st-largest economy. Its per capita GDP on a PPP basis (a common measurement of living standards) was $43,540,18% greater than 19% greater than Japan’s and about 80% that of the United States. Taiwan is the world’s 18th largest merchandise exporter (at $322 billion) and the 17th largest merchandise importer (at $273 billion). The World Economic Forum’s 2014-2015 Global Competitive Index, which assesses the competitiveness of 144 economies, based on factors that determine productivity growth, ranked Taiwan 14th (the United States ranked third). U.S. trade data indicate that in 2014, Taiwan was the United States’ 10th largest merchandise trading partner (at $67.4 billion), 14th largest export market ($26.8 billion), and 12th largest source of imports ($40.6 billion). The top three U.S. exports to Taiwan in 2014 were semiconductors and other electronic components, aerospace products and parts, and industrial machinery. The top three U.S. imports from Taiwan were semiconductors and other electronic components, communications equipment, and computer equipment. From 2005 to 2014, U.S. exports to Taiwan grew by 21.8.%, compared to a 79.5% increase in total U.S. exports, while U.S. imports from Taiwan increased by 16.7%, compared to a 40.4% rise in total U.S. imports. Figure 1. U.S.-Taiwan Merchandise Trade: 2005-2014 $ in billions 85% of the U.S. level. In 2018, Taiwan was the world’s 21st-largest trading economy for goods and services. The World Economic Forum ranked Taiwan as the world’s 13th-most competitive economy in 2018, and the World Bank ranked Taiwan the 15th-best economy in terms of the ease of doing business. Taiwan is a major global producer of information and communications technology (ICT) products (e.g., notebook PCs, tablets, smartphones, and computer peripherals) and semiconductors. agreements, will put Taiwan in a good position to take advantage of opportunities that might arise as China pursues new economic reforms and seeks to promote private consumption as the main driver of its economy. Taiwan’s Economic Challenges Taiwan’s economy is very dependent on international trade. Taiwan’s exports of goods and services in 2018 totaled $393 billion (equivalent to 67% of its nominal GDP), and were up 5.4% over 2017 levels. Taiwan’s real GDP averaged 2.9% from 2009 to 2018, and the International Monetary Fund projects that rate will average 2.1% over the next five years. Taiwan faces a number of economic challenges, including declining competitiveness for many industries, inability to participate in various regional trade agreements, stagnant wages, and lack of job opportunities for some college graduates. A 2018 survey by the Importers and Exporters Association of Taipei assessed Taiwan to have the 17th-most competitive trading economy out 54 major countries surveyed, which was down from 9th in its 2011 survey. While unemployment is low at 3.6% (January 2019), the rate for those aged 20-24 is 11.7%. The Taiwanese government estimates that in 2016, 728,000 Taiwanese citizens were employed overseas, of which 407,000 (56%) worked in China. The Taiwanese government has raised concerns over China’s attempts to expand incentives for Taiwanese people to move to China for work, investment, and study. U.S.-Taiwan Trade Relations U.S. trade data show that in 2018, Taiwan was the United States’ 11th-largest merchandise trading partner (at $76 billion), 15th-largest export market ($30 billion), and the 13th-largest source of imports ($46 billion). From 2000 to 2018, U.S. exports to Taiwan grew by 24%, while imports grew by 13%. In comparison, U.S. global exports and imports rose by 113% and 109%, respectively. Many in Taiwan, especially those in the Democratic Progressive Party (DPP), view the slowing Taiwanese economy as a consequence of Taiwan becoming overly reliant on China for economic growth (In 2018, 41% of Taiwan’s merchandise exports went to mainland China and Hong Kong), and because closer cross-strait economic ties have led to the relocation of many Taiwanese industries to mainland China, which, many argue, may have contributed to lost jobs and stagnant wages in Taiwan. Others in Taiwan, especially those in the Kuomintang (KMT), contend that closer economic ties with China have benefited Taiwan’s economy and argue that boosting those ties further, such as through the implementation of new trade Economic issues were a major focus of the January 2016 election in Taiwan, which resulted in a major victory for the DPP and its presidential candidate, Dr. Tsai Ing-wen. She proposed a “New Model for Economic Development” focused mainly on innovation, job creation, and addressing widening income gaps, such as by boosting social safety net policies. In an effort to lessen Taiwan’s reliance on China’s economy, Tsai has called for closer economic cooperation with the United States and has said that “there is an urgent need” for Taiwan to participate in the proposed TransPacific Partnership (TPP), although the U.S. withdrawal from the TPP in January 2017 complicated this strategy. Figure 1. U.S.-Taiwan Merchandise Trade: 2000-2018 $ in billions Source: U.S. International Trade Commission (USITC). U.S. data on trade with Taiwan may understate the importance of Taiwan to the U.S. economy because of the role of global supply chains. For example, many of the consumer electronic products developed by Apple Inc. (such as iPads and iPhones) are assembled in China by Taiwanese-owned firms. Taiwan has moved a significant level of its labor-intensive manufacturing overseas, especially to China. This is reflected in Taiwan’s data on export orders received by its firms from abroad. That data indicate that the percentage of export orders manufactured produced https://crsreports.congress.gov U.S.-Taiwan Trade Relations abroad rose from 13.3% in 2000 to 52.6% in 2014; and for information and communications technology products (such as computers), this rose from 24.9% to 90.2%. Taiwanese 2018; and for ICT products, this figure rose from 25% to 94%. Taiwanese government data indicate that its manufacturing firms firms received export orders from the United States worth $118.5 $146 billion in 20142018, which was nearlymore than three times larger than official U.S. data on its imports from Taiwan in 2014. This indicates that U.S.-Taiwan commercial ties are significantly greater (and more complex) than are reflected in bilateral trade data. Figure 2. Comparison of U.S. Export Orders Placed with Taiwanese Firms and U.S. Merchandise Imports from Taiwan: 2000-2014 $ in billions 120 100 80 60 40 20 0 2000 2002 2004 U.S. Imports 2006 2008 2010 2012 2014 U.S. Exports Orders to Taiwan Firms Source: Taiwan export order data are from the Taiwan Ministry of Economic Affairs. Data on U.S. imports are from the USITC. 45 According to Taiwanese data, in 2014, the United States was Taiwan’s second largest trading partner, third largest destination of its exports, and third largest source of its imports. The United States is the largest source of foreign direct investment (FDI) inflows into Taiwan. The total stock of U.S. FDI in Taiwan through 2014 was $23 billion. 40 35 30 25 20 15 10 Taiwan’s Efforts to Expand its Trade Ties 5 0 2005 2006 2007 2008 2009 Exports 2010 2011 2012 2013 2014 Imports Source: U.S. International Trade Commission (USITC). U.S. data on trade with Taiwan may understate the importance of Taiwan to the U.S. economy because of the role of global supply chains. For example, many of the consumer electronic products developed by Apple Inc. (such as iPads and iPhones) are assembled in China by Taiwan’s economy is heavily dependent on trade. In 2014, Taiwan’s exports of goods and services were equal to 70% of its gross domestic product (GDP). Yet, Taiwan’s share of global merchandise exports fell from 2.3% in 2000 to 1.6% in 2014. Taiwanese officials attribute this trend in part to the proliferation of bilateral and regional free trade agreements (FTAs), especially among other major Asian economies (such as South Korea). Taiwan is currently not a party to these FTAs, in large part, it is believed, because China often pressures other countries to avoid signing trade www.crs.gov | 7-5700 U.S.-Taiwan Trade Relations deals with Taiwan. Taiwanese officials have expressed concern that its exclusion from FTAs could hurt the longterm competitiveness of many Taiwanese industries, which could reduce trade flows and diminish economic growth. For example, countries with FTAs often reduce most or all of their tariff levels to zero. If Taiwan is not an FTA member, its products will be assessed the non-FTA tariffs, which could put them at a competitive disadvantage vis-àvis the FTA members. Taiwan has sought to expand commercial ties with its major trading partners and gain access to various FTAs. Taiwan-China Economic Ties Taiwan has increased its commercial ties with China in order to help its firms take advantage of the opportunities arising from China’s large and rapidly- official U.S. data on its imports from Taiwan in 2018. From 2000 to 2018, U.S. orders to Taiwanese firms increased by 199%. The United States is the largest source of Taiwan’s export orders, accounting for 29% of the total in 2018 (China and Hong Kong together accounted for 25%). This indicates that U.S.-Taiwan commercial ties are significantly greater (and more complex) than are reflected in standard bilateral trade data. Cumulative U.S. FDI flows to and from Taiwan through 2017 (on a historical-cost basis) totaled $17 billion and $22.4 billion, respectively. Figure 2. Comparison of U.S. Export Orders Placed with Taiwanese Firms and U.S. Data on Merchandise Imports from Taiwan: 2000-2018 ($billions) Source: Taiwan export order data are from the Taiwan Ministry of Economic Affairs. Data on U.S. imports are from the USITC. Taiwan’s Dilemma on Trade Taiwan’s economy is heavily dependent on trade. Yet, its share of global merchandise exports fell from a peak of 2.5% in 1993 to 1.6% in 2018. Taiwanese officials attribute this trend in part to the proliferation of bilateral and regional free trade agreements (FTAs), especially among other major Asia-Pacific economies. Taiwan is currently not a party to these FTAs, in large part, it is believed, because China often pressures other countries to avoid signing trade deals with Taiwan. Taiwanese officials have expressed concern that its exclusion from FTAs could hurt the long-term competitiveness of many Taiwanese industries, which could reduce trade flows and diminish economic growth. To illustrate, countries with FTAs often reduce most or all of their tariff levels to zero. If Taiwan is not an FTA member, its products will be assessed the nonFTA (and thus higher) tariffs. Taiwan has sought to boost commercial ties with China in order to help its firms take advantage of the opportunities arising from China’s large and rapidly growing economy and to help reduce political tensions with China (including the hope that by expanding economic ties, China will lessen its opposition to Taiwan’s attempts to negotiate FTAs). After coming into office in 2008, TaiwanTaiwanese President Ma Ying-jeou sought to expand cross-strait commercial ties by lifting restrictions on direct trade, transportation, and postal links. He further proposed moving toward a comprehensive economic cooperation agreement with China, which was eventually named thean Economic Cooperation Framework Framework Agreement (ECFA) with China, described as a plan to significantly liberalize trade and investment barriers over time. ECFA negotiations began in January 2010 and concluded in June 2010. The ECFA identified four main agreements that would be negotiated: trade in goods, trade in services, investment, and dispute settlement. The ECFA also included an “early harvest” agreement to eliminate tariffs on various products within three years. A Cross-Strait Bilateral Investment Protection and Promotion Agreement was reached in 2012 and a Cross-Strait Trade in Services Agreement (TiSA) in 2013. investment, and dispute settlement. Following the signing of the ECFA, press reports indicated that China appeared to be less opposed to Taiwan seeking trade agreements with other countries, which Taiwan often refers to as “economic cooperation agreements.” Taiwan concluded such agreements with New Zealand and Singapore in 2013. Taiwan also signed a bilateral investment agreement with Japan in 2011. Trade relations between Taiwan and China soured somewhat during the China-Taiwan trade relations soured somewhat in the spring of 2014 when consideration of the a cross-straits TiSA agreement by Trade in Services Agreement (TiSA) by Taiwan’s Legislative Yuan (LY) led to widespread protests (the “Sunflower Movement”) and forced the government to suspend a vote on TiSA. Part of the opposition to the TiSA appears to have been generated by concerns among some groups in Taiwan that the agreement could negatively impact various services sectors in Taiwan or that some sectors would become dominated by Chinese state-owned firms. This attitude may also reflect wider concerns by some Taiwanese over the impact growing economic integration with China may be having on Taiwan’s economy (which many see as a double-edged sword). Taiwan’s economy has been sluggish in recent years and a significant amount of labor-intensive manufacturing has moved to China. In addition, wages in Taiwan have been relatively flat, resulting in a growing brain drain of workers in various technology sectors from Taiwan to China and other parts of Asia. After the LY put the TiSA on hold, cross-strait talks on a goods agreement were temporarily suspended. In December 2014, President Ma publicly complained that China was again attempting to block Taiwan’s efforts to negotiate FTAs. China is a large and rapidly growing trading partner for Taiwan, enhanced in part by the reduction of trade and investment barriers since the signing of the ECFA in 2010. In 2014, China was Taiwan’s largest trading partner, largest destination of exports, and largest source of imports. Taiwan’s exports to China as a percent of its total exports increased from 16.9% in 1990 to 26.2% in 2014 (39.8% if exports to Hong Kong are included), while its imports from China as a share of total imports rose from 4.4% to 17.5%. The Taiwanese government puts the total level of Taiwanese FDI in China through 2014 at $143 billion, but some analysts contend that it could be $300 billion. Figure 3. Taiwan’s Trade with China as a Percent of its Total Trade: 2000 and 2014 (%) 30 26.2 25 22.2 20 16.9 17.5 15 10.9 10 4.4 5 0 Total Trade Exports 2000 Imports 2014 Source: Taiwan Mainland Affairs Council. Taiwan and the TPP Taiwan has expressed interest in joining the Trans-Pacific Partnership (TPP) negotiations, which currently consist of the United States and 11 other countries, and has sought U.S. support. During a March 2014 hearing before the House Foreign Affairs Committee on U.S.-Taiwan Relations, Kin Moy, Deputy Assistant Secretary of State for East Asian and Pacific Affairs, when questioned on Taiwan’s possible inclusion in the TPP, stated: “We welcome their interest. I don’t think the conversations have gone so far as to be, you know, pro or con. We're a long way from that. But we welcome their interest.” U.S.Taiwan commercial relations have been strained in recent years over Taiwan’s sanitary and phytosanitary restrictions on imports of U.S. agricultural products, especially beef and pork. Some analysts warn that these issues could hurt U.S support for Taiwan’s inclusion in the TPP until these issues are resolved. Further complicating the issue are concerns by some analysts that China might try to prevent Taiwan from joining the TPP through political pressure on other TPP members. Wayne M. Morrison, wmorrison@crs.loc.gov, 7-7767 www.crs.gov | 7-5700 IF10256 vote on TiSA. The DPP has sought to maintain stable economic relations with China, but has not indicated whether it plans to reconsider the TISA agreement or purse a new goods agreement under ECFA. President Tsai has not explicitly reaffirmed Taiwan’s acceptance of the “1992 consensus” (where the two sides essentially agreed that there was one China but two interpretations), and this appears to have angered Chinese authorities, enough so that they appear to have imposed restrictions on mainland tourists visiting Taiwan (the number of such visitors fell by 28% in 2017). Recent U.S. Trade action and Taiwan The Trump Administration has pursued a number of trade policies that could hurt Taiwan’s economy. In March 2018, President imposed increased tariffs on U.S. imports of steel (by 25%) and aluminum (10%) under Section 232. In August 2017, the Trump Administration initiated a Section 301 investigation of China’s policies on intellectual property, forced technology transfer, and innovation that may harm the U.S. economy, and it has subsequently increased tariffs on $250 billion worth of products from China. China has raised tariffs on $110 billion worth of imports from the United States. These tit-for-tat retaliation measures could disrupt global supply chains where Taiwanese firms play a significant role, especially for products assembled in China and exported to the United States. A January 2019 business survey by the American Chamber in Taipei found that 45.8% of those surveyed said they were very or somewhat confident about the economic prospects in Taiwan for 2019, a 10 percentage point drop from last year, caused in part by the ongoing U.S.-China trade conflict. Several Members support boosting economic ties with Taiwan. In March 2018, legislation was enacted (P.L. 115135) to encourage visits between U.S. and Taiwan officials at all levels. H.Res. 271 included a provision encouraging the U.S. Trade Representative to begin negotiations for a U.S.-Taiwan FTA. Taiwan’s trade barriers on U.S. beef and pork products are a major source of bilateral tensions, in particular Taiwan’s zero tolerance policy on pork imports containing ractopamine. Wayne M. Morrison, Specialist in Asian Trade and Finance https://crsreports.congress.gov IF10256 U.S.-Taiwan Trade Relations Disclaimer This document was prepared by the Congressional Research Service (CRS). CRS serves as nonpartisan shared staff to congressional committees and Members of Congress. It operates solely at the behest of and under the direction of Congress. Information in a CRS Report should not be relied upon for purposes other than public understanding of information that has been provided by CRS to Members of Congress in connection with CRS’s institutional role. CRS Reports, as a work of the United States Government, are not subject to copyright protection in the United States. Any CRS Report may be reproduced and distributed in its entirety without permission from CRS. However, as a CRS Report may include copyrighted images or material from a third party, you may need to obtain the permission of the copyright holder if you wish to copy or otherwise use copyrighted material. https://crsreports.congress.gov | IF10256 · VERSION 10 · UPDATED