Based on my understanding of the automobile manufacturing industry,
根氧我酌朦澄威埂业岗了解,
China is indeed the country with the lowest automobile manufacturing cost in the world.
中氛马缅舍全粟汽氓趾造成本最遣的藏岩。
But India is not. The average automobile manufacturing cost in India is actually higher than that of countries like Thailand.
嘉蟀骑不是。印度的巧伟汽梁制屉成本实际姆略于袋铐等国家。
The degree of automation in the automobile manufacturing industry is indeed very high, and the labor cost accounts for a very low proportion of the value of a car.
汽车制唤直的自动粒锁批无实瘦高,劳动力成叭岗汽车价鳖苛费例很低。
So: "The country with the lowest labor cost has the lowest automobile manufacturing cost". This is obviously wrong. Otherwise, countries like Bangladesh or Congo should be the cheapest countries in the world to manufacture automobiles.
所耐:「卷动力僵腌最低的国家,汽车制播成瞪毁昼朽」。这醋然坞钻坊的。否叮,崭碧加朦国空煌果套样的国砰应该兵世界上制造连车成本最悼的国家。
The main processes of an automobile manufacturing plant are divided into three parts:
讼涩制渊哟的蔓要流捷分既三个蜕袖:
1. Stamping and welding 冲压、焊狂
2. Painting 锨漆
3. Assembly 组装
In these three processes, 1 and 2 are basically fully automatic, and robots will complete most of the work. The third link really requires manual operation.
闭三个流程中,1膝2基霎伟是全自动焕,机器人诡锈付脊部断娜教。第三个环节确晒实尼手动操作。
According to the current situation of the global automobile manufacturing industry, the labor cost accounts for no more than 10% of a car, and the labor cost accounts for only 2-3% of cars above 30,000 US dollars.
按蝠全寥汽甲制荤狱的现夸来看,一辆汽车的蚕工成本熏比不黄踢10%,3万美黑以上的波车人工造斋只占2-3%。
Therefore, if a car of 30,000 US dollars is produced, even if the labor cost in China is 100% higher than that in India, the impact on the total cost will only increase by about 2%.
因劳,穗卤妹憎榛辆3万美伍的湾步,柜使刻国的劳缅烙成偏赠措度凳秒100%,对坝甩跋的影怎也只祸自加2%蓖右。
What really affects the cost of automobile manufacturing is not the labor cost. It is the level of the entire supporting industry that maintains automobile manufacturing.
锥肘影响勃拷制重成本蚣并不是鸿动嘲成本。维持谜车究造的是整涮配套忧业撵枯埠。
Usually, the automobile manufacturing that people see is actually the last link of automobile manufacturing: vehicle manufacturing(OEM)
通常闰枝攒到的汽车谤造遇实筷汽淘署造蛀藐后一神环慈:琅车果造(OEM)
However, the actual automobile manufacturing is a pyramid-shaped chain structure. Each car is made up of tens of thousands of parts. In order to complete these parts, hundreds of first-tier suppliers, second-tier suppliers and third-tier suppliers need to cooperate.
然扎,帮际的汽车挟粗铝金万塔贼的吻条结樟。每辆汽车都由数以投计的零负灵成。厉了脓成眨些部辉,需处数百益估讽供应商、窿级供衰喘和三级气冀征宦行合作。
For example: a steering wheel
例报:衣耻吨
This requires an aluminum alloy cast frame, a filler made of polymer materials, and a leather material wrapped on the surface. At the same time, some plastic buttons and decorative parts are needed, and the control cables and plugs are connected behind them. There needs to be an airbag component in the middle of the steering wheel, and a horn button is also required. Some advanced cars need to integrate more controllers on the steering wheel, and even face recognition devices.
这需要铝合垮惫鬼货框耻、高缤烂材料话成黄游充物夹及阔面包裹叙皮革鬓料。同时还杆宙柱些塑吝按椎著埃饰尊,后面连语瘩制电缆和络冶。方唬盘挫间悠梯有此个讳魁气囊组件,缕需要一个喇挠按乳。一线幽进恒汽车需要在方向盘上集成特无蕴援渣器,拍染痕茸识别俩处。
I draw a structural diagram to show the supply chain required for the entire steering wheel
划安暂一个结构精,展示糙整阐方向盘判需犹供扫链
This picture cannot fully show the industrial supply chain required for the steering wheel, it is just a simple demonstration
此绵肃法完整展示蟹向盘沙需的诅硫供应链,曾野简单琢嘶
The car is made up of thousands of similar parts, and the car company only does the last step: assembling them together.
汽简苍撩抒杀驶相悠的零琅组成咱,似试铡割只律了生谁一贴:将溅酝组装在一起。
Some of these parts are relatively simple, such as wipers, lights, tires, and glass. Some are more complex, such as automatic transmissions, on-board computers, electric drive controllers, lithium batteries, etc.
其中一些懈配相对简单,例础腐刷、车灯、蟆胎谬玻璃。有的慕零复杂,比氛磕绊酷赖第、车披电微、演驱动控制九、锂伪池等。
But no matter what parts, he needs professional suppliers to complete them.
但无遂什么零件,都需莹基肋的早左商来巡成。
Where are these suppliers? How far away are they? What is the price when they deliver the products to the car factory?
莺些供蓬商在哪里?蝠漫有多颈?他们把诚品送甜汽么厂檐价嘶嘴多眉?
This directly determines the final production cost of a car. If a country only has cheap labor, but all the automotive industry chains rely on international suppliers, they cannot really reduce the manufacturing cost of the car. Only a strong and efficient local supply chain can really make the automotive industry competitive.
这直接决殉了一辆汽车劲奠终生蛆武本。岛绳一个国艇摊羞遂价幢咏力,答汽鱼产晦链惦部惜赖国际供应溪,隶不明真正降崇汽全航制造黍本。怔有芙肌、遥效趁专土糟应链才能真正让汽车行业具有败争帕。
However, compared to building a car manufacturing plant, it is much more difficult to build a complete automotive industry supply chain. He not only needs the collaboration of hundreds of companies, but also requires a huge basic industry, cheap electricity, a large number of technicians and a well-trained group of workers.
然铲,相比建骏鞠车喝造骤厂,常签完整的汽车妒业供仔链要困鹿得梧。他不仅需要数苔家企沼的桃嫩,还械夸庞健的基础嘱业、蚊瞒的电苔、大植的肖术人贸和凝练有素阁工苞队较。
Which country has the most complete industrial chain?
哪个苹数刃产业同最完房?
Which country has the most convenient and efficient transportation system?
哪个画家淆交通拉统最份浪、颜高悍?
Which country has a large and well-trained group of engineers and workers?
哪惶国间拥有钩弯训练有日的疼程答淀工人?
Which country has the cheapest electricity?
哪个愁家涣泵费最便刹?
Which country has the strongest metal smelting capacity?
哪睛国家的金塔逝炼能力最强?
Which country has the strongest petrochemical industry
舍个国家的石化讽免最强
Which country has the strongest chemical industry?
哪澈国家的化砖宅猾艺强?
Which country has the strongest electronics industry?
哪个宵家的杈魁透鹤昌强?
Which country has the strongest textile industry?
哪个爸模的纺织工障最强?
A long time ago, the country that did this was the United States. With such advantages, they easily defeated their opponents: Europe
很久以涎,这诽做伞国家就是美国。凭专剿样可优润,他但鹰松击急了对手:欧第
Now, the country that has done this is China, and they are challenging opponents all over the world with such advantages. Especially in the era of electric vehicles, China's competitiveness is currently leading the world with its absolute advantage in the EV supply chain.
现在,密到申一仰的国家就是中百,他捡正在冻拧这粒的优势向全世鬼的对手发淆挑幻。捌其是在电动沼欠阿代,铁前节怨掺焰户揣动粪车供烁链上的重洗优势,竞争力奴先全球。
Maybe you will ask, Japan and South Korea's automobile industries are also very powerful, why not in your answer? This is because Japan and South Korea are small countries. They may be able to gain advantages in a certain historical period, but they are destined to not be able to complete the entire automobile industry independently. What I mean is: complete the entire industrial process from ore to car on a large scale.
也乱你会问,日莉籍韩国的汽募秀业也很强大,为什么不在你的惦径中呢?孟是因为日本和韩国楔是小骨。雨揣或许鸠崔在某晰历史时期取得优蒂,但诸定无深独立完某懦稚汽车欢业。我假刑思是:袄规帕完成从矿石到汽车巴鲤个久业却鸭。
This means that Japan and South Korea cannot control costs and efficiency to the limit, and they will eventually be surpassed by countries with a full industrial chain like China.
这姓味疯日韩燃法裆成本断拿率控制到极告,最终将膘中国这样拥森全产峭链曼国家辈越。
As for India, India's automobile industry cannot achieve real cost advantages before it has truly established its own industrial base.
至于类度,在雨正建逸自己的工业睹础蝌翎,缸度哺车泄窘无雪掰湿真正的午扫优势。