Insights on the Current and Future Trends of the E-cigarette Supply Chain

Aug.21.2023
Insights on the Current and Future Trends of the E-cigarette Supply Chain
2FIRSTS Releases E-Cigarette Supply Chain Survey Report on Industry Trends and Performance in First Half of 2023.

As the e-cigarette industry continues to flourish, both the industry itself and the public have gained a deeper understanding of the e-cigarette supply chain. In order to gain a comprehensive understanding of the various aspects of the e-cigarette supply chain and investigate its current state, 2FIRSTS released a survey on the e-cigarette supply chain for the first half of 2023 on July 10th.


The investigation covered the current state and future prospects of supply chain companies in the e-cigarette industry. A total of 45 valid questionnaires were received, providing valuable information for the e-cigarette supply chain. Through the analysis of these data, a series of results reflecting the current industry status and future trends were obtained, which have been compiled into a report for this survey.


Outstanding performance in the first half of the year.


According to the data, more than 60% of companies achieved growth in the first half of 2023, with 11.9% even exceeding expectations. On the other hand, 19.0% of companies experienced a decline in performance as expected, while 16.7% saw a performance decline that surpassed expectations.


Optimistic Outlook for the Future of the Middle Eastern Market


In terms of market outlook for the second half of 2023, the Middle East market has received the highest rating with an average score of 4.05. Following closely behind are the Southeast Asia, Continental Europe, UK, and US markets, with scores of 3.61, 3.58, 3.41, and 3.05 respectively. However, supply chain companies have expressed a pessimistic outlook for the Russian market, giving it a meager score of 2.72.


The global atomization market is expected to continue to grow.


More than 80% of e-cigarette supply chain companies believe that the global vaporization market will continue to grow in the second half of the year. Among them, 17.8% of companies predict high growth in the market, while less than 20% of companies believe that the market will either maintain low growth or not grow at all.


The policy represents the instability of the e-cigarette market.


According to a survey, 40% of e-cigarette supply chain companies believe that the policies implemented by various countries have had a negative impact on their performance expectations. On the other hand, 33.3% of companies believe that these policies have not had a significant impact, while 26.7% believe that they have had a positive impact.


Innovative disposable e-cigarettes have become the center of attention.


In terms of product categories, disposable e-cigarettes and innovative disposable e-cigarettes have become the focus of attention for supply chain companies in the second half of 2023. However, depending on the region, the American and British markets show higher interest in innovative disposable e-cigarettes compared to disposable e-cigarettes. In the European continental market, the level of interest in various categories of e-cigarettes is similar, while the Southeast Asian, Middle Eastern, and Russian markets primarily focus on disposable e-cigarettes.


The above is a section of the survey conducted by 2FIRSTS on the e-cigarette supply chain. If you would like to obtain the complete version of the survey report and gain a detailed understanding of the current status and future trends of the e-cigarette supply chain, please click on the link below to access the full report.



Disclaimer

This article is provided solely for professional research, industry discussion, and informational purposes. Any references to brands, companies, products, technologies, or policies are made for factual reporting and analytical purposes only, and do not constitute endorsement, recommendation, promotion, or advertising by 2Firsts.

Nicotine-containing products, including but not limited to cigarettes, e-cigarettes, heated tobacco products, and nicotine pouches, carry significant health risks. Readers are responsible for complying with all applicable laws and regulations in their respective jurisdictions, including age restrictions and access limitations.

The information contained in this article should not be regarded as investment, legal, medical, regulatory, or commercial advice. While 2Firsts strives to ensure the accuracy and reliability of its content, it does not assume liability for any direct or indirect loss arising from errors, omissions, inaccuracies, or reliance on the information contained herein.

This article is not intended for individuals below the legal age for accessing tobacco or nicotine-related information in their jurisdiction.

 

Copyright Notice

This article is either original content produced by 2Firsts or content reproduced, translated, summarized, or adapted from third-party sources with attribution where applicable. The intellectual property rights of the original content remain with 2Firsts or the respective original rights holders.

No individual or organization may copy, reproduce, distribute, republish, modify, translate, or otherwise use this content without prior authorization. Any unauthorized use may result in legal action.

For copyright-related inquiries, corrections, or removal requests, please contact: info@2firsts.com.

 

AI-Assisted Translation and Editing Notice

Portions of this article may have been translated, edited, or reviewed with the assistance of artificial intelligence tools to improve efficiency and readability. Due to the limitations of AI-assisted translation and editing, discrepancies, omissions, or inaccuracies may exist when compared with the original source.

Where applicable, readers are advised to refer to the original source for the most complete and accurate information. If you identify any errors or believe that any content infringes upon your rights, please contact us at info@2firsts.com, and we will review and address the matter promptly.

German Bundestag Passes Tobacco Tax Hikes: Vape Liquid Duty to Reach €0.44/ml, Heated Tobacco Taxes to Rise and Cigarettes Seen Near €12 a Pack
German Bundestag Passes Tobacco Tax Hikes: Vape Liquid Duty to Reach €0.44/ml, Heated Tobacco Taxes to Rise and Cigarettes Seen Near €12 a Pack
Germany's Bundestag passed amendments to the Tobacco Tax Act on October 15, 2026, setting out annual excise tax increases from 2027 through 2030 for e-cigarette liquids, heated tobacco, cigarettes and other tobacco products. Under the Finance Committee's amended bill, duty on qualifying e-liquids will rise from €0.32/ml in 2026 to €0.44/ml in 2030, an increase of 37.5%. Heated tobacco will retain its tax calculation based on 80% of the corresponding cigarette excise duty. The average price of a 20-cigarette pack is projected to approach €12 by 2030, with some brands potentially reaching €14. The legislation is projected to generate approximately €11.8 billion in additional tax revenue over four years and remains subject to further legislative procedures.
Regulations
Oct.19
Product | PMJ Adds Bold Ruby to IQOS ILUMA i Lineup in Japan, Convenience-Store Rollout Starts Sept. 29
Product | PMJ Adds Bold Ruby to IQOS ILUMA i Lineup in Japan, Convenience-Store Rollout Starts Sept. 29
Philip Morris Japan (PMJ) launched Bold Ruby as a new regular color for the IQOS ILUMA i and IQOS ILUMA i ONE in Japan on September 16, 2026, priced at JPY 6,980 and JPY 3,980, respectively. Initial sales began through IQOS online and physical channels, with convenience stores and selected tobacco retailers set to follow from September 29. Bold Ruby is a regular rather than limited-edition colorway and is available for the ILUMA i and ILUMA i ONE, but not the ILUMA i PRIME. The release does not involve changes to the devices' core hardware or functions.
Sep.22
On-Site Report | CTP Details PMTA Backlog, 180-Day Review Goal and sPMTA Process
On-Site Report | CTP Details PMTA Backlog, 180-Day Review Goal and sPMTA Process
FDA’s Center for Tobacco Products detailed new PMTA review data and process changes at the 2026 FDLI conference. Pending PMTAs fell from about 450,000 at the start of 2025 to 135,000 by September 2026. CTP also discussed its 180-day review goal, current sPMTA pilot, alternate-supplier planning, more than 50,300 pending SE reports, and lessons from the nicotine pouch pilot already being applied to ENDS review.
Regulations
Oct.07
Ireland Raises Nicotine Product Taxes Again as Cigarettes Gain €1 and Vape Duty Is Set to Jump 40%
Ireland Raises Nicotine Product Taxes Again as Cigarettes Gain €1 and Vape Duty Is Set to Jump 40%
Ireland has increased tobacco excise under Budget 2027 and announced a further rise in its E-liquid Products Tax. From Oct. 7, the tax burden on a pack of 20 cigarettes in the most popular price category increased by €1, with pro-rata increases on other tobacco products. The government plans to raise EPT from €0.50 to €0.70 per millilitre from Jan. 1, 2027, a 40% increase applying to both nicotine-containing and nicotine-free e-liquids. The tobacco duty increase is expected to raise about €63.1 million in a full year.
Regulations
Oct.09
Australia’s Victoria Steps Up Illegal Tobacco Enforcement With Store Closures and Penalties of Up to A$2.5 Million
Australia’s Victoria Steps Up Illegal Tobacco Enforcement With Store Closures and Penalties of Up to A$2.5 Million
Australia’s state of Victoria has activated new powers allowing Tobacco Licensing Victoria and police to shut premises suspected of selling, supplying or possessing illicit tobacco for up to 90 days. Longer closures can be ordered by a magistrates’ court. Businesses subject to closure orders must generally cease all trading and will be placed on a public list. Breaching a closure order can carry penalties of up to A$2.5 million and 20 years in prison.
Sep.10
Germany's Four-Year Tobacco Tax Plan Heads to Parliament as BAT, JTI and PMI Push for Changes
Germany's Four-Year Tobacco Tax Plan Heads to Parliament as BAT, JTI and PMI Push for Changes
Germany's parliament is scheduled to hold a first reading of amendments to the Tobacco Tax Act on September 24. The government plans annual tax increases from 2027 through 2030 covering cigarettes, heated tobacco, vaping liquids and other categories. It expects the reform to generate €756 million in additional revenue in 2027, rising to €3.589 billion in additional annual revenue by 2030. Ahead of the parliamentary debate, the German Association of the Tobacco Industry and Novel Products, or BVTE, launched the "Tabaksteuer mit Augenmaß" campaign backed by BAT, JTI, Philip Morris, Reemtsma and wholesale and retail groups.
Sep.23