The hottest rise of China's intelligent manufactur

2022-08-21
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How does the instrument industry follow the tide of the rise of "made in China" made in China in 2018, and what position does it occupy on the world stage? Analyze and compare the two groups of data

1. Compared with developing countries among the top 20 economies in the world, the per capita manufacturing output value in 2015 was 1.3 times that of Turkey, 1.46 times that of Mexico, 2.01 times that of Russia, 2.69 times that of Brazil, 3.4 times that of Indonesia and 9.9 times that of India. (the data here is therefore the per capita output value). That is to say, compared with the major developing countries in the world, our per capita is already 1. 5% of theirs Times

2. China's per capita manufacturing output value has reached about one third of the top three industrial countries in the United States, Japan and Germany. Taking 2015 as an example, China's per capita manufacturing added value is 35.5% of the United States, 27.8% of Germany and 33.4% of Japan. Today, this proportion will rise on the basis of the above figures

there is a certain gap between made in China and Europe, America and Japan in the high-end field, but it is undeniable that China has been developing rapidly in the decades of reform and opening up, and has surpassed or far exceeded similar foreign manufacturing in many fields

but in real life, people who belittle made in China have formed a logical system:

foreign countries disdain to do low-end, low value-added industries. Made in China are all assembled goods and fake goods. Is this really the case

in many fields, such as processors and baseband chips in intelligence, UHV transmission equipment of State Grid, China's technology is not backward, even ahead of Germany and Japan

to be exact, China is the only super industrial power across the world

but we should also see the reality. Yishanghui Enterprise Research Institute believes that there is a big gap between China's instrument industry and foreign manufacturers. From the perspective of spectrum products, the share of high-end industries is not high enough. At present, instrument manufacturing is concentrated in the middle and low end, which needs to be continuously strengthened

what is the core secret key of made in China

system integration and high value of brands

in the past 20 years, made in China has made rapid progress in the two fields of household appliances and consumer electronics industry, and has become a world-class. From these two industries, we can clearly see the upgrading route of made in China. The instrument industry should carefully analyze the development trajectory of these two industries and carry out high-end design

although we have created a number of world-class electronic brand companies in the field of home appliances and consumer electronics, such as Midea, Haier, Gree, Huawei, Xiaomi, Lenovo, oppo, vivo, etc., almost all voices are one-sided in the Chinese network. China has no core technology, only assembly, and even the world's leading high-speed rail technology. Many people still say that the core components come from foreign enterprises, Both the value and profits are earned by foreigners, while China only earns a few dollars in assembly costs. The spread of ignorance just wants to make people feel that the motherland can do nothing. Is this really the case in manufacturing

looking at Japan's decline in the field of household appliances and consumer electronics brands, is it true that Japan has turned to the field of core components with high added value and mastered the upper reaches of the value chain? This statement is certainly wrong,

because it completely ignores the high value of brand and system integration, underestimates the complexity of system integration and engineering, and completely ignores the significance of mastering system integration technology and ability for a country. According to the survey of the agent branch of China Instrument and meter industry association, the proportion of R & D expenses invested by manufacturing enterprises in China has increased by geometric multiples compared with that ten years ago

in business competition, it is actually a highly complex and difficult thing to complete a complex and sophisticated system, and at the same time, to be more competitive than competitors, and finally get market recognition to build a brand in the market. It is a collection of airworthiness training market, logistics, marketing, warehousing and other comprehensive capabilities of supply chain, channel, R & D, management, organization and utilization of civil aircraft materials installation. The more complex the system is, The higher the requirements for comprehensive ability, the problems in any one of these links will affect the commercial competitiveness

it is not a simple thing for a country to master the system engineering ability of design, manufacturing and brand, and have strong competitiveness. And what we call assembly and manufacturing is just a link in the process of building a brand

from the perspective of household appliances, Chinese brands are definitely not low-end. According to the 2017 global share of white appliances released by Euromonitor International, the top five in the world are Haier, Samsung, LG, whirlpool, Midea, and Chinese, Korean and European brands dominate

in fact, if we expand to the top 20 household appliance brands in the world, we will find that they are all Chinese, American, European, Japanese and Korean brands. Take Gree as an example, in the first three quarters of 2017, it was 112.027 billion, with a net profit of 15.451 billion and a net profit margin of 13.8%

it should be no problem that Gree's net profit in 2017 exceeded 20billion. At the exchange rate of 675, it was $2.963 billion. What level is this? If Gree is placed in Germany, its net profit in 2017 can rank 11th among all German enterprises. Looking at the manufacturing industry alone, Gree can rank 8th among German industrial enterprises, second only to Daimler, BMW, Siemens, Volkswagen, Bayer, BASF and continental. You know, Gree is not the household appliance group with the highest net profit in China. The net profit of Haier and Meidi is even higher than that of Gree

from the analysis of the intelligent industry

there are always attacks in China, saying that Chinese brands are assembled goods and have no core technology. Japan is not unable to build competitive brands, but disdains to do low-end industries, turns to high-tech fields such as core parts, and makes a lot of money, so it withdrew from the competition

but for oppo r11s with 2999 yuan as an example, the price of 64g version is 2999 yuan, and its hardware cost is no more than 1400 yuan. Design and manufacture an oppo r11s, make a brand name and successfully sell it at 2999 yuan. Even if 100% of the parts are from Japan, the value obtained by China is 1600 yuan

the addition of brand and integration is worth a comprehensive withdrawal. If you look at iPhone 8, it is even more exaggerated. The detailed material cost report issued by IHS Markit in September 2017 shows that the BOM material cost of a 64GB version of iPhone 8 is $247.51, about 1671 yuan, while the price of iphone8 is as high as 5288 yuan, and the added value of system design and brand accounts for 70%

is the dismantling report of iphone8. The total value of the camera module is $32.5, which is 219.4 yuan at the exchange rate of 6.75. China's oufeiguang and sunny optics have become the top two camera modules in the world. The camera module supplier of Huawei mate 10 is sunny, and oufeiguang is Apple's camera module supplier

it's funny to say that Japan has given up the unprofitable low-end industry and entered the more profitable core parts industry

many people misunderstand that made in China is only a part of assembly and OEM, and they are completely unaware of the great value brought by system design, supply chain management, marketing, brand, etc

therefore, for a country, as long as it can do system integration design, manufacturing and brand, and make products that can be competitive in the market, even if 100% of the materials are imported, it can also produce great value, feed a large number of people from engineers, logistics personnel, factory workers to salespeople, and the value obtained can continue to improve with the mid-range and high-end brand

for the instrument industry, the brand and systematic added value have also been verified in domestic enterprises, and enterprises such as spotlight and pioneer environmental protection have also gradually improved

the core development of made in China

has mastered the system integration design and brand. China's next step must be to gradually overcome the market share of parts and components. For 90% of the countries on the earth, they will never be able to make a top three brand in the world. Some developed countries can build brands in some fields, and they have no ambition to design and manufacture all parts by themselves

but China is different. The first step in China's industrial upgrading is to enter system design and master system capabilities in all fields. In addition to the consumer electronics, household appliances, high-speed rail, aerospace engineering, infrastructure construction, electricity, communication networks, and scientific research instruments that we have achieved, there are two cores: one is the civil aviation aircraft industry, including large aircraft and regional airliners; The other is the largest industry of mankind - the automobile industry

especially the automobile industry is the lifeblood of industry. The largest industrial companies in Germany and Japan are automobile companies. In other fields, such as engineering machinery, medical equipment, chemical devices, ships, precision machine tools, robots and so on, China has made slow progress and is still struggling in the field of systems

China's industrial upgrading route has been very clear

of course, for China with a population of 1.4 billion, just making systems is not enough. After mastering the ability of system integration design, the second step must be to vertically enter the upstream to achieve control of the whole industrial chain. Among them, the most difficult is the integrated circuit, the largest imported industrial product in China, which costs more than 200 billion US dollars every year, as well as engines, bearings, OLED panels, glass substrates, auto parts and so on

we should also have confidence: Mastering the brand and system integration design, and having a share and market in our hands will inevitably drive the development of the parts industry. All industries in China show a very clear objective law. The more Chinese companies have advantages in systems and brands, the stronger the upstream domestic parts industry will be

therefore, China's industrial upgrading roadmap is actually very clear - first master the system design and brand, and then gradually expand upstream. This will take time, but we should believe that as long as we master the system design ability, with China's vertical integration ability, it is only a matter of time before the upstream is gradually overcome

the hope of made in China and the fear of the United States, Japan and Europe

in fact, as long as we firmly remember that all industries in China, as long as the system design and brand are well done, the upstream parts and components will be rapidly localized. Once localized, due to the absolute advantage of Chinese parts suppliers in terms of scale, most foreign enterprises will decline in share or even gradually withdraw from the market, which is an objective development law

because I understand the working principle of the system and really master the design and manufacturing of the system, I can clearly know "what kind of parts I need", which will quickly drive the development of domestic parts

in addition, companies with excellent tensile resilience and elongation that have mastered the market share of brands and systems can also form an internal circulation situation. This is also the reason why developed countries are very vigilant and afraid that China has begun to do system integration design and R & D. yishanghui Enterprise Research Institute believes that the development of the instrument industry has just entered the road of branding and integration, and there is a long way to go

the spread from system integration to upstream is the road that made in China is taking

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