U.S.-China Trade Relations Shaping Future eCommerce Fulfillment: Policy Changes, Potential Impacts Explained

This IDC Perspective examines how IDC is adjusting its market projection for growth within the order management system (OMS) software market and explains the analyst's rationale for this change to the model in detail. The new forecast postulates that the OMS market is poised for a CAGR of 14.8% over five years, driven by regulatory changes, U.S.-China trade tensions, and increased demand for B2B logistics solutions in the United States. These complex macroeconomic and political dynamics are distilled in easily consumable language within the body of the document to help tie all the complex pieces together under a single thesis. Actionable, practical investment advice for technology buyers is offered at the end of the document. "The reduction in de minimis thresholds is already gradually reshaping U.S.-China trade dynamics, compelling Chinese manufacturers with DTC ecommerce models to raise prices as they pivot from DTC shipments to bulk B2B imports into the United States," says Heather Hershey, research director, Worldwide Digital Commerce Strategy at IDC. "In addition, American companies reliant on low-value imports from Hong Kong and mainland China face new compliance challenges in addition to the tariffs, driving demand for automation, third-party logistics services, supply chain management, and order management systems capable of orchestrating complex data flows and higher inventory volumes associated with shipments of goods in digital commerce."