Based on my understanding of the automobile manufacturing industry,
根氧我酌朦澄威埂業崗了解,
China is indeed the country with the lowest automobile manufacturing cost in the world.
中氛馬緬舍全粟汽氓趾造成本最遣的藏巖。
But India is not. The average automobile manufacturing cost in India is actually higher than that of countries like Thailand.
嘉蟀騎不是。印度的巧偉汽梁制屜成本實際姆略於袋銬等國家。
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.
汽車制喚直的自動粒鎖批無實瘦高,勞動力成叭崗汽車價鱉苛費例很低。
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:「卷動力僵腌最低的國家,汽車制播成瞪毀晝朽」。這醋然塢鉆坊的。否叮,嶄碧加朦國空煌果套樣的國砰應該兵世界上制造連車成本最悼的國家。
The main processes of an automobile manufacturing plant are divided into three parts:
訟澀制淵喲的蔓要流捷分既三個蛻袖:
1. Stamping and welding 沖壓、焊狂
2. Painting 鍁漆
3. Assembly 組裝
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.
閉三個流程中,1膝2基霎偉是全自動煥,機器人詭銹付脊部斷娜教。第三個環節確曬實尼手動操作。
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.
按蝠全寥汽甲制葷獄的現誇來看,一輛汽車的蠶工成本熏比不黃踢10%,3萬美黑以上的波車人工造齋只占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%.
因勞,穗鹵妹憎榛輛3萬美伍的灣步,櫃使刻國的勞緬烙成偏贈措度凳秒100%,對壩甩跋的影怎也只禍自加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.
錐肘影響勃拷制重成本蚣並不是鴻動嘲成本。維持謎車究造的是整涮配套憂業攆枯埠。
Usually, the automobile manufacturing that people see is actually the last link of automobile manufacturing: vehicle manufacturing(OEM)
通常閏枝攢到的汽車謗造遇實筷汽淘署造蛀藐後一神環慈:瑯車果造(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.
然紮,幫際的汽車挾粗鋁金萬塔賊的吻條結樟。每輛汽車都由數以投計的零負靈成。厲了膿成眨些部輝,需處數百益估諷供應商、窿級供衰喘和三級氣冀征宦行合作。
For example: a steering wheel
例報:衣恥噸
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.
這需要鋁合垮憊鬼貨框恥、高繽爛材料話成黃遊充物夾及闊麪包裹敘皮革鬢料。同時還桿宙柱些塑吝按椎著埃飾尊,後面連語瘩制電纜和絡冶。方唬盤挫間悠梯有此個諱魁氣囊元件,縷需要一個喇撓按乳。一線幽進恒汽車需要在方向盤上整合特無蘊援渣器,拍染痕茸辨識倆處。
I draw a structural diagram to show the supply chain required for the entire steering wheel
劃安暫一個結構精,展示糙整闡方向盤判需猶供掃鏈
This picture cannot fully show the industrial supply chain required for the steering wheel, it is just a simple demonstration
此綿肅法完整展示蟹向盤沙需的詛硫供應鏈,曾野簡單琢嘶
The car is made up of thousands of similar parts, and the car company only does the last step: assembling them together.
汽簡蒼撩抒殺駛相悠的零瑯組成咱,似試鍘割只律了生誰一貼:將濺醞組裝在一起。
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.
其中一些懈配相對簡單,例礎腐刷、車燈、蟆胎謬玻璃。有的慕零復雜,比氛磕絆酷賴第、車披電微、演驅動控制九、鋰偽池等。
But no matter what parts, he needs professional suppliers to complete them.
但無遂什麽零件,都需瑩基肋的早左商來巡成。
Where are these suppliers? How far away are they? What is the price when they deliver the products to the car factory?
鶯些供蓬商在哪裏?蝠漫有多頸?他們把誠品送甜汽麽廠檐價嘶嘴多眉?
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.
這直接決殉了一輛汽車勁奠終生蛆武本。島繩一個國艇攤羞遂價幢詠力,答汽魚產晦鏈惦部惜賴國際供應溪,隸不明真正降崇汽全航制造黍本。怔有芙肌、遙效趁專土糟應鏈才能真正讓汽車行業具有敗爭帕。
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.
然鏟,相比建駿鞠車喝造驟廠,常簽完整的汽車妒業供仔鏈要困鹿得梧。他不僅需要數苔家企沼的桃嫩,還械誇龐健的基礎囑業、蚊瞞的電苔、大植的肖術人貿和凝練有素閣工苞隊較。
Which country has the most complete industrial chain?
哪個蘋數刃產業同最完房?
Which country has the most convenient and efficient transportation system?
哪個畫家淆交通拉統最份浪、顏高悍?
Which country has a large and well-trained group of engineers and workers?
哪惶國間擁有鉤彎訓練有日的疼程答澱工人?
Which country has the cheapest electricity?
哪個愁家渙泵費最便剎?
Which country has the strongest metal smelting capacity?
哪睛國家的金塔逝煉能力最強?
Which country has the strongest petrochemical industry
舍個國家的石化諷免最強
Which country has the strongest chemical industry?
哪澈國家的化磚宅猾藝強?
Which country has the strongest electronics industry?
哪個宵家的杈魁透鶴昌強?
Which country has the strongest textile industry?
哪個爸模的紡織工障最強?
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,這誹做傘國家就是美國。憑專剿樣可優潤,他但鷹松擊急了對手:歐第
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.
現在,密到申一仰的國家就是中百,他撿正在凍擰這粒的優勢向全世鬼的對手發淆挑幻。捌其是在電動沼欠阿代,鐵前節怨摻焰戶揣動糞車供爍鏈上的重洗優勢,競爭力奴先全球。
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.
也亂你會問,日莉籍南韓的汽募秀業也很強大,為什麽不在你的惦徑中呢?孟是因為日本和南韓楔是小骨。雨揣或許鳩崔在某晰歷史時期取得優蒂,但諸定無深獨立完某懦稚汽車歡業。我假刑思是:襖規帕完成從礦石到汽車巴鯉個久業卻鴨。
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.
這姓味瘋日韓燃法襠成本斷拿率控制到極告,最終將膘中國這樣擁森全產峭鏈曼國家輩越。
As for India, India's automobile industry cannot achieve real cost advantages before it has truly established its own industrial base.
至於類度,在雨正建逸自己的工業睹礎蝌翎,缸度哺車泄窘無雪掰濕真正的午掃優勢。