Asia Air Cargo Tightens as AI Shipments Compete With E-Commerce
Two Cargo Segments Compete
AI-related data center equipment is competing with e-commerce shipments for limited freighter space on routes from Asia, the Journal of Commerce reported July 15. Air cargo tonnage from Taiwan to Europe increased 20% over the previous three weeks, driven mainly by computer equipment linked to AI demand.
Carriers Add Asian Capacity
Freighter capacity from Vietnam increased 30% from January through June, according to air freight consultancy Aevean. Capacity from Thailand rose 12%, while Taiwan recorded a 7% increase over the same period.
The additions have not removed the broader constraint because e-commerce and data center cargo require the same type of air capacity.
Rates Remain Elevated
Strong demand and limited space are keeping Asian air freight rates elevated. Time-sensitive e-commerce shipments must compete not only with other consumer goods but also with high-value technology cargo that can support premium transport costs.
Amazon FBA Planning
China-based Amazon FBA sellers using air freight for urgent replenishment should reserve space before inventory is ready and compare direct and regional gateway options. The figures cited cover Vietnam, Thailand and Taiwan, but the competition for Asian freighter capacity can also affect sellers routing cargo through regional hubs.
Air shipments should be reserved for inventory where the avoided stockout cost justifies the higher freight rate. Less urgent replenishment can move by ocean or rail where the destination permits.
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