Chinese Economy Watch

[rockdog]

why do you think we will have a Leap engine line in Mexico?

I will answer you , USD $12 billion dollars for a failed project, if you have some intelligence you can see A-380 was a failure, and A-380 was sold all over the world not just Europe.

Aircraft are not national projects but international, 30 nations to build millions of parts and 1500 companies, you can dream but The main reason China does not sell is Chinese companies steal and have bad relations with partners, not even Russia trust China the Russian PD-35 engine will be built in Russia and never was thought to be build in China stop dreaming no good relations no possibility, Airbust is not even a national program Spain is not England nor France Germany and IPT works with R&R and MTU so you can have your dream but no reality wise C919 is still a failure unless they recuperate the R&D from private none CCP ownership hardly will ever compete.

For ur education background and knowledge base, how to avoid make wrong prediction and wasting forum resources again?

plz elaborate.

 

[E-195]

For ur education background and knowledge base, how to avoid make wrong prediction and wasting forum resources again?

plz elaborate.

View attachment 13233

Iphone means Intelligent Phone, Smartphone is the same, so basically first learn English well, english as a language has Latin and Germanic roots, and both languages are IndoEuropean languages that are even related to the languages in India, words like Pitar in India are related to padre in Spanish or Father, first learn well, later complain


Transliterated version: pitar.
पुल्लिंग

1. परलोकवासी पूर्वज।

Origin
संस्कृत
Translate pitar

1. 1. ancestors

---

पिता
father, dad, daddy, pater, dada, sire

---

बाप
father, pater, poppa, sire, paw

Where in Spanish is padres or parents first be humble and stop calling wolf when there is not a wolf

 

[jaijaganath]

View: https://x.com/cvkrishnan/status/1849648240360333462

 

[helin]

another factor is the number of parts an Iphone is a very small number of parts compared to an aircraft,
A car too, it does not compare because aircraft carry several times more people and aircraft have to be accident free as much as it is possible, usually a car has simple engines and usually , just one engine but aircraft have several parts duplicated..

EV have even less parts than ICE cars, it is possible for a relatively small company make engines and batteries for an EV or a company make Iphones, add the investment and number of aircraft.

Samsung makes around million Iphones a month, VW or Toyota 9 million cars a year, but Airbus or Boeing barely a few hundred aircraft a year.

Another factor is price, any one can get an Iphone, even children, a car at least 1% or 2% of the population of a country buy a new car a year, but an airliner is much more expensive even Embraer selling private jets barely sell a few dozen small private jets a year,
The most sold airliners have 10000s aircraft sold, but B-737 has at least 5 decades in production and A-320 at least 4 decades.

In few words airliners can easily bankrupt a country so it is better to go joint venture but not with thieves

？？

Why hasn't the U.S. produced a successful smartphone after decades of investment?


In part, it’s because chinese companies have been more careful not to transfer their IP to US partners.


37 percent of the components of an iPhone come from Chinese companies



On October 22, Apple Chief Operating Officer Jeff Williams (left) visited Luxshare Precision's iPhone assembly factory located in Suzhou, Jiangsu, with founder Wang Laichun.

Luxshare Precision's iPhone 16 series assembly factory located in Suzhou, Jiangsu, uses robotic arms paired with visual guidance to place components into different carriers, with eight modules including transportation, production, vision, and feeding working in precise coordination. Here, a single fully automated production line can produce over 10,000 iPhone 16 Pro Max units in a day.


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[helin]

View: https://x.com/cvkrishnan/status/1849648240360333462

View: https://youtu.be/PGx7AyD9okg?si=Ojnf3O7eNCDA1klo

 

[Azaad]

Why hasn't the U.S. produced a successful smartphone after decades of investment?


In part, it’s because chinese companies have been more careful not to transfer their IP to US partners.


37 percent of the components of an iPhone come from Chinese companies

View attachment 13212

On October 22, Apple Chief Operating Officer Jeff Williams (left) visited Luxshare Precision's iPhone assembly factory located in Suzhou, Jiangsu, with founder Wang Laichun.

Luxshare Precision's iPhone 16 series assembly factory located in Suzhou, Jiangsu, uses robotic arms paired with visual guidance to place components into different carriers, with eight modules including transportation, production, vision, and feeding working in precise coordination. Here, a single fully automated production line can produce over 10,000 iPhone 16 Pro Max units in a day.


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I don't think you understand the difference between component manufacturing , assembling & owning patents .

Arguably production of such complex tech is not easy but iPhone patents belong to Apple . As long as Apple owns iPhone it can have dozens of vendors , suppliers , assemblers etc or change them if they aren't satisfied by them .

18 Major Companies Tied to the Apple Supply Chain That You Didn't Know About

A look at some of Apple's top suppliers gives an understanding of how this growing company functions. By looking at the Apple supply-chain model, along with the benefits and challenges for each component, you can gain an understanding of large-scale, multinational production streams.

www.investopedia.com

I think this ought to be mandatory reading for you .

 

[helin]

I don't think you understand the difference between component manufacturing , assembling & owning patents .

Arguably production of such complex tech is not easy but iPhone patents belong to Apple . As long as Apple owns iPhone it can have dozens of vendors , suppliers , assemblers etc or change them if they aren't satisfied by them .

18 Major Companies Tied to the Apple Supply Chain That You Didn't Know About

A look at some of Apple's top suppliers gives an understanding of how this growing company functions. By looking at the Apple supply-chain model, along with the benefits and challenges for each component, you can gain an understanding of large-scale, multinational production streams.

www.investopedia.com

I think this ought to be mandatory reading for you .

Right, the supply chain is everything.

That's why Xiaomi can sell its first EV in 3 years and Apple can't.

 

[rockdog]

Right, the supply chain is everything.

That's why Xiaomi can sell its first EV in 3 years and Apple can't.

well...

China's market share in key EV battery components tops 80%

Strong vehicle demand at home lifts players across supply chain

asia.nikkei.com

China owns the EV supply chain. Now it wants to sell you a car.​

https://www.washingtonpost.com/climate-environment/2023/10/18/china-electric-vehicles-europe-expansion/

 

[E-195]

Right, the supply chain is everything.

That's why Xiaomi can sell its first EV in 3 years and Apple can't.

do you understand the phrase no one is indispensable?

Well it is called nearshoring

Mexico’s Industrial Parks Boom As Nearshoring Surges​

Mexico’s Industrial Parks Boom As Nearshoring Surges - LatinAmerican Post

Industrial park construction in Mexico has surged by 20% in the past year, driven by nearshoring investments totaling over $4 billion. This rapid growth positions Mexico as a key player in global supply chain relocations, reshaping its economic landscape.

latinamericanpost.com

read this too

India and Mexico: FM Explores A New Frontier of Startup Collaborations

India’s Finance Minister Nirmala Sitharaman invites Mexican firms to collaborate with Indian startups in AI, healthcare, and sustainable cities. Startup Story

www.tice.news

Global companies pick India for their digital services, says Nasscom​

Nearshoring is a business practice that involves outsourcing tasks to neighbouring or nearby countries rather than distant offshore locations​

https://www.business-standard.com/industry/news/india-continues-to-be-preferred-digital-services-destination-in-the-world-124041500917_1.html

in few words when the thieves sell their clone products companies will move away

 

[helin]

well...

China's market share in key EV battery components tops 80%

Strong vehicle demand at home lifts players across supply chain

asia.nikkei.com

China owns the EV supply chain. Now it wants to sell you a car.​

https://www.washingtonpost.com/climate-environment/2023/10/18/china-electric-vehicles-europe-expansion/

Why hasn't the U.S Establish EV supply chain after decades of investment?


In part, it’s because chinese companies have been more careful not to transfer their IP to US partners.

 

[E-195]

well...

China's market share in key EV battery components tops 80%

Strong vehicle demand at home lifts players across supply chain

asia.nikkei.com

China owns the EV supply chain. Now it wants to sell you a car.​

https://www.washingtonpost.com/climate-environment/2023/10/18/china-electric-vehicles-europe-expansion/

China Asks Carmakers to Halt Europe Expansion Over Tariff Spat​

• Dongfeng said to have shelved plans to make cars in Italy
• Beijing also worried about poor demand for Chinese cars in EU

China Asks Carmakers to Halt Europe Expansion Over Tariff Spat

China is pressuring its automakers to pause expansion in the European Union due to the escalating trade conflict over electric vehicles, people familiar with the matter said.

www.bloomberg.com

Europe and USA said no thank you we can do nearshoring

 

[Azaad]

Right, the supply chain is everything.

That's why Xiaomi can sell its first EV in 3 years and Apple can't.

The very fact a consumer electronics company can get into something as sophisticated as EV manufacturing tells you the entire eco system has been prepared by somebody & all they need is organizations to get into plug & play mode.

What this means is the CCP has planned this one out to the T , offloads tech to those it considers as able to fully exploit it & is prepared to back them with billions of renminbis in subsidies.

I won't be surprised in the least if other consumer electronics companies follow in the steps of Xiaomi or other companies into industrial electronics with little or nothing to do with EV get into the act .

At the end of the day not all of them will succeed but if enough players are thrown into the market place the entire eco system is dominated by Chinese players . What does it matter then if BYD is number 1 or Xiaomi is number 10 if all the other players between 1-10 are Chinese ?