Apple Tesla: No product development in China: Designed in US, Assembly in China
Tesla:
Now, Tesla is talking about the Chinese market.
However, there is one fact that is often forgotten.
That is, “Tesla has almost no product development in China.”
Tesla has risen from the swamp, thanks to Chinese manufacturing and consumers.
However, “almost all R & D resources” are still in California.
SUV Model Y Case Study:
The SUV Model Y was switched to production in China thanks to the three shifts of workers at the Shanghai Gigafactory.
A particularly decisive factor is that “Tesla has succeeded in introducing automation equipment.”
100% made in China is a dream story:
About manufacturing equipment and automatic driving support system
AutoPilot,
High precision sensor,
motor,
Electrical control system, etc.
“The US R & D Center still holds the core technology.”
What is allocated in China
assembly,
Parts manufacturing,
Limited to after-sales service.
On the other hand, there is another typical US company that does not have any R & D department in China.
It’s Apple.
Apple:
It manufactures “more than 90% of smartphones out of 200 million units sold annually” in China.
Chip planning,
OS development,
Product planning,
Design proposals, etc.
All will be completed at the headquarters in California, USA.
Apple is clearly engraved on the back of the product
Designed by Apple in California, Assembly in China.
The division of labor will be planned based on the viewpoint that “China has a supply chain but no innovation or development capability.”
Sino-American Manufacturing Hierarchy:
In terms of supply chain size and number of workers, the United States is significantly inferior to China.
Apple Net Income:
Meanwhile, Apple’s net profit is 20 times the total net profit of the top 12 Chinese-listed companies (A-shares) in the supply chain.
Apple US Products:
Apple
The processor was developed in-house and
Qualcomm for baseband chips
Broadcom has a Wi-Fi chip
RF chips by Skyworks and Qorvo
All are provided.
The suppliers listed here are basically all US local companies.
Korean products:
Storage and backlight are the next most valuable mobile phones.
Due to price fluctuations, the manufacturing site was moved from Japan to South Korea.
Storage provided by Samsung and SK Hynix
Samsung and LG Electronics provide panels.
Japan’s products
Japan sought a safe haven for precision parts with stable prices.
Murata Manufacturing Co., Ltd. and Taiyo Yuden’s multilayer ceramic capacitors,
Asahi Kasei Electronics Electronic Compass,
This is the case with TDK batteries.
Chinese Academy of Engineering:
A report released at the end of last year.
Manufacturing industries around the world were evaluated based on 18 indicators such as output, labor productivity, and research and development enhancement.
result,
The United States is by far the best with 169 points
126 points Germany,
117 points of Japan,
China was followed by 111 points.
It’s the result of business strategies laid down by giant companies such as Apple and Tesla.
Developed materials, manufacturing equipment and systems at headquarters in the United States,
Bring these parts to China
While monitoring the operating status
It’s the result of working a Chinese supplier.
36Kr Japan