Thailand Manufacturing & Sourcing
| Sector | Thailand (Hub: Chonburi / EEC) | China (Hub: Guangdong) | 2026 Est. Growth |
|---|---|---|---|
| Electronics | World's #2 producer of HDDs; new Garmin smart-device hub | Global lead in data units and ICs | Thailand: 4-7%, China: 4-5% |
| Automotive | EV 3.5 policy mandate: 2:1 local assembly ratio | Global leader in EV production | Thailand: 1-2%, China: 3-4% |
| Semiconductors | National strategy focus on OSAT and power chips | High focus on domestic chip-making | Thailand: 3-4%, China: 14%+ |
| Textiles | Strategic pivot to technical & medical textiles | Synthetic textile export powerhouse | Thailand: 3%, China: 1-2% |
| Machinery | EEC-driven investment in AI-automated factories | Rapid integration of AI and robotics | Thailand: 4-5%, China: 1.6-3.6% |
*Data based on 2026 S&P Global PMI reports, Krungsri Research (Automotive/Electronics), and OECD industrial transition reviews for Thailand 4.0.
EV Hub Status: Thailand is aggressively transitioning from an internal combustion engine (ICE) hub to an Electric Vehicle (EV) hub. By 2026, the government's "EV 3.5" scheme requires manufacturers to produce two EVs locally for every one imported.
Electronics Resilience: While Vietnam leads in mobile phone assembly, Thailand remains a critical global node for Hard Disk Drives (HDDs) and Integrated Circuits (ICs), with significant new investments in smart wearables (e.g., Garmin) coming online in 2026.
The EEC Factor: The Eastern Economic Corridor (Chonburi, Rayong, and Chachoengsao) continues to be the primary magnet for FDI (Foreign Direct Investment), specifically targeting "Smart Electronics" and "Next-Generation Automotive."