Analysis: Japan's 2025 Exports to the US Fall 4.3% Year-Over-Year—The Only Declining Major MarketA · FULL TRANSLATION
In the fiscal year 2025 (令和7年), Japanese exports to the United States fell by 4.3% to ¥20.3744 trillion—this is the only declining major market for Japan, with exports to Asia up 5.3%, Europe up 1.3%, and global totals up 3.1%. The trade surplus remains large at ¥7.4642 trillion but has fallen by 13.3% year-over-year. The drag comes from the automotive sector and semiconductor manufacturing equipment, which experienced double-digit declines due to US tariffs.
【Why Taiwanese Readers Should Care】In fiscal year 2025 (令和7年), Japan's trade with the United States is highlighted as the most striking figure: exports fell by 4.3% to ¥20.3744 trillion, while this was the only declining major market for Japan.同期對亞洲+5.3%，對歐+1.3%，全球總額+3.1%，唯獨對美往下。The US trade surplus remains large at ¥7.4642 trillion but has fallen by 13.3% year-over-year. The decline is mainly due to automotive and semiconductor manufacturing equipment, with the former experiencing a double-digit reduction of 11.4%, contributing -3.2 percentage points to the overall drop (乘用车年减10.8%) and components down 10.7%. General machinery saw a 5.9% decline, including a 30.2% drop in semiconductor equipment—this is a significant cut.
