Board-Ansicht
Mix-Ansicht- China zum Frühstück, Lunch und Dinner............................. - Emerald, 09.07.2003, 08:19
- ja sowas stand auch mal bei Bloomberg - nasdaq, 09.07.2003, 17:51
China zum Frühstück, Lunch und Dinner.............................
-->
herüberkopiert für alle China-Experten in diesem Board. Hella (Deutschland)
für alle welche nicht mehr an Deutschland glauben wollen!
Emerald.
quote:
Ford, GM Push Vendors Toward China
Source: Automotive News
Ford Motor Co. and General Motors are pressuring their North American suppliers to join the great migration to China. Embroiled in a price war with their foreign rivals, Ford and GM have delivered an ultimatum: Suppliers must match a"world price" that is increasingly set in China, or they must build factories in China.
Megasuppliers such as Delphi Corp., Visteon Corp. and Denso International already operate in China. Now smaller suppliers are joining them. One such company is Hella North America Inc., the American unit of German lighting manufacturer Hella KG Hueck & Co.
Hella, which supplies all of the Big 3, already owns four subsidiaries in China. Now its North American operation"continues to receive pressure from our customers to source some of their components from China," says company CEO Joe Borruso."We are working with them to develop a sourcing plan."
China will generate a flood of exports, but domestic Chinese parts makers will be minor players. They cannot compete with international suppliers that are spending billions on joint-venture factories in China. Only international suppliers that have built factories in China have the clout to influence world prices.
The shift to Chinese production eventually will cost hundreds of thousands of manufacturing jobs in the United States. And it will put more pressure on smaller, cash-strapped suppliers to make a risky investment on a distant continent.
Both Ford and GM are offering a two-continent deal. If a supplier builds a factory in China, it can sell parts to a Ford or GM assembly plant in China, then export parts to the automaker's North American assembly plants. Those deals are starting to add up. According to the U.S. Department of Commerce, total imports of Chinese auto components totaled $2.2 billion last year, nearly triple the volume of imports in 1997.
China will dwarf the impact Mexico has had on the U.S. auto industry, says Detroit economist David Littmann. From the perspective of North America's purchasing managers, Littmann says,"China is vastly more encouraging than Mexico."
For automakers, China looks like a bargain. For suppliers, that price can be steep. In the years to come, segments of the U.S. supplier industry may migrate to Asia. For example, U.S. mold and die makers already have lost an estimated 6,000 jobs to Chinese rivals in recent years.
The shift toward parts buying in China is following one transition that already is well under way. Automakers and suppliers have shifted tool-and-die purchasing to China, damaging the fortunes of companies such as Commercial Tool & Die Inc. of Grand Rapids, Mich.
.........................................................................................................................................................................
Hi Richard,
I always enjoy your commentary on China. As usual you are right on the mark!
My grandfather was a missionary in China during the 1920's. He was responsible for all of the Presbyterian missionaries in China, which in those days was a great number. So his travels in China were extensive and he became fluent in the language.
He even"founded" the first Chinese stamp society and a stamp publication called"The China Clipper." He was an expert on Chinese stamps and dignitaries from all over the world would visit my father's home in Binghamton, NY when he was a little boy to have their collections appraised etc.
Anyway, regarding China. My grandfather always used to tell my dad,"China is a sleeping giant. When she awakes watch out!"
So whenever I read or hear about China's progress I think of my grandfather's words and wonder, could it happen in my lifetime? Things can happen faster than we think.
Best wishes Richard,
Charlie Ruland, President
Stan Ruland Insurance Services, Inc
..........................................................................................................................................................................
Mr. Russell,
I know you are interested in proof of the movement of
services and manufacturing to China and India. In the
June 2003 issue of Architecture, there is an article
on page 76 about a job converting a school into 34
condominimums. In quotes, the following:"The cost
for Hillier Group to draw up the documents itself,
with mark-ups and other corporate expenses: about
$140,000. The figure for a"one-man shop"
specializing in apartment houses: $56,000. Hillier
had the job done in India for $12,000."
Of course the real problem is going to be economy of
scale. This sort of transfer is going to follow the
same sort of growth curve that manufacturing does: it
starts off slow and then goes up a very steep curve as
the knowledge of how to do it (on both sides of the
ocean) becomes ever more common and explodes.
Rgds
Jim Waltenspiel
unquote.
Thread gesperrtgesamter Thread:
