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Also crazy how lots of people think that this is dynamic still due to cheap human labor as opposed to china investing heavily over the last 30 years to develop a technological advantage.
Globalization distilled into a single image: innovation often begins in one corner of the world, but manufacturing gravitates to where it’s cheapest. The result? A supply chain so interdependent that disruption anywhere can paralyze industries everywhere.
Just going to nitpick the chart rot:
"Europe" on the origin side is actually just Germany, and on the manufacture side "Europe" is Germany for IMU Module and it should be Italy, Germany and UK for Micro Controller Unit.
If they're going to be weirdly non-specific about
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Makes sense in terms of comparative advantage though may be be geopolitically problematic.
we can bring it all into the US and still win on value long-term, but the upfront investment will be massive
Oh my...
Look at this little guy over here...
I almost ran out of zoom...
But I bet all parts meet all compliance and regulatory requirements and 0 tracking cookies were stored illegally while making those said drone parts, of course by Unionized labor, but only M-F between
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Not the drone stuff that actually matters and all the rest of the higher end stuff
China can't even manufacture a top quartile performance carbon fiber, literally, just the fibers, lmao
Have to start by capturing the manufacturing of the new tech from now on. If they can't innovate like us, they'll starve, like a fire denied oxygen.
(Goes without saying that we have to implement more robust measures to enforce IP protections and prevent thefts for this to work)
A billion people who cost less to employ than a robot arm costs to power.
Elon Musk claims to have finished a 100,000-strong H100 cluster in four months. How likely is that?
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They are just deleting the error, nothing is getting fixed.
Ignoring the error increases the risk of even bigger problems.
These type of devices can be found on aliexpress for less than 2€.
Which is probably where this device is coming from when you buy from this dropshipper
Aliexpress.com
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Same thing with Google and other search engines.....
People gravitate toward quality and ease of use....
Nothing sinister, This is the path China chose and they do it well.
This is probably the same argument other countries have when they look at the US military, TBH
To them human capital is nothing and manufacturing requires a lot of human capital or high tech equipment to start
That is why we need to create a robotic manufacturing base that eliminates China’s or other low cost nations from capturing the manufacturing. I know that is not what people want to hear when they talk about bring manufacturing back to the US but fundamentally that is required
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It is disappointing in several ways. US and Europe should retain their capability of manufacturing. It is inadmissible that so much dependence has been built over time in favor of profits. Governments should have stepped in long ago to prevent it.
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good chart wrt your argument of absolute Chinese dominance of essential war technologies on Econ 102 episode yday with Scott Sumner
The USA is based upon the perversion of it's orignal and stated ideals... into an act, a cascade of parasitical infection...over time..into.. insiders fucking people, even the world itself... for money and power. to be the great genocidal oligarchs of all. The people of the USA
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Communists don't invent new things because they don't have a true market to pick things. Same happened in the USSR. They produce what we invent.
It's called communist overproduction and malinvestment. They steal the IP and mass produce it. The difference between USSR and China
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My dad manufactured steel. Chinese engineers would come over and we would teach them our processes.
We aged out all of our expertise through this effort and transfered it to China.
We optimize the production process to reduce labor usage, until we can't optimize it further. Meanwhile all the old equipment moves to low labor cost providers. Eventually wages come up to a point that we cant' afford to do the process at all, and so we invent a new product.
Things are made where labor is cheap. It's not that crazy.
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The cost of outlawing emissions+slavery to another country via production has always been high.
Much worse now that slavery is no longer instititutionalized and regulated I think.
Just be happy you're not there k?
China does this bc they have a massive population of ppl, who are worked to the bone, and they have established entire manufacturing cities. It’s almost impossible for developed countries to compete with them in certain products. Producing said products at home isn’t feasible.
80s and 90s saw a sudden manufacturing shift to Japan. New cars and electronics appeared with better quality, user experience and price. Japan revolutionised manufacturing processes and changed the global trade landscape. For the last 20 years, China have done the same with tech
Obviously this isn’t true for all products. There are also many products which they can’t make better than developed countries.
Problem is we can never catch up without massive changes and investment. They have more manufacturing equipment, cheaper labor, and fewer regulations. Ai+robotics could be the key, but I think they’ll probably beat us there too.
but if you tell the preciouses they'll do something usefully disruptive instead of just going away
USA got to bring more manufacturing back home and start making the rules tougher for China to game, if it wants more marketshare
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Weird, where’s Canada?
(Not actually weird 
, we don’t get up to much over here)
, we don’t get up to much over here)
Higher quality, faster change, and lower prices will do that. Manufacturing is harder than most realize. It’s one thing for a team of top PHDs to make 1 thing in a lab over years of high budgets and failed prototypes. Making that same thing many times an hour takes more
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Hello Aaron. What are the 2 top books about the industrial economy you base your worldview on?
Unions & lobbyists are holding us back from automating. Parasitic relationship with industry. Doesn’t have to be this way.
You would think by now they would be mitigating this convergence in Harvard Business School. All that appears to be happening is improvement of presentation skills and how to predict the timeline
Zombie economics
I'm trying to learn something from this so I get some information from bing about the Lanying R6000 which seems to be a novel capability drone produced by China. There is no mention of Chinese technology in this graphic. I think this is not comprehensive.
The only item in that list truly captured by China is the LiPo batteries. Airframes and propellers are molded plastic or even 3d printed. Most of the electronic modules may be put together in China now, but the design is not that difficult and the ICs aren't made in China anyway.
It’s not accurate. Take Airbus in the UK, for example;
I have a DJI drone that I usually bring on vacation with me and with rumors that they were going to ban them I tried to find an american company that came close to the quality and was told that they pretty much don't exist. All US drone makers left the commercial space completely
My dad (RIP) had a saying that probably applies here:
America Creates
Japan Innovates
China duplicates… and they do it poorly.
USA could if it wanted to. Just doesn’t have the value. One day when things get worse it will. That day is coming soon.