インターネット調査室：　「China is losing its place as the center of the world's supply chains. Here are 5 places supply chains are going instead」

今回は「China is losing its place as the center of the world's supply chains. Here are 5 places supply chains are going instead」についてコメントをさせていただきます。

Business Insider: 27 Dec,2022

「China is losing its place as the center of the world's supply chains. Here are 5 places supply chains are going instead」:　理由を読むと納得です。

１. China's COVID-19 policies are pushing companies to diversify supply chains away from the country.

２. They had already begun moving out over geopolitical tensions and tariffs from the Trump era.

３. India, Vietnam, Thailand, Malaysia, and Bangladesh are stepping up to replace the world's factory.

皆さん、納得しませんか?　　いつ台湾と戦争を始めるか分からなかったり、COVID-19 うまく管理できず、工場を作れば党幹部の受入、設計図は取られコピー製品が増え利益なし。コストも上がる一方．．．国の利益は軍事費に消費。　人口が多くとも、市場としてどのぐらい機能しているか疑問でもあります。それで、メインの工場を運営できるのでしょうか?

That facade started to crumble around 2018 after President Donald Trump launched a trade war against the East Asian giant. This, in turn, has prompted investors to reassess their geopolitical risks.

総合すると、トランプ氏の判断も悪くなかったと思います。

Apple has already moved some of its iPhone production to the Indian states of Tamil Nadu and Karnataka and is exploring moving its iPad manufacturing to the South Asian nation. JPMorgan analysts expect Apple to move 5% of its iPhone 14 production to India by the end of 2022

全然少ないのですが、これが世界のトレンドでしょう。

"India has a large labor pool, a long history of manufacturing, and government support for boosting industry and exports," Julie Gerdeman, the CEO of Everstream, a platform for supply-chain risk management

誰でも、そう思うでしょう。

But significant hurdles still exist — even though the Indian government is boosting its appeal for foreign investments, it's harder to do business in the country than in China, partly because of bureaucracy and multiple stakeholders that prolong decision-making.

これが５%の原因ですね。

ただ、他にもヴェトナム、タイ、マレーシア、バングラディシュがあり皆さん西寄りの友好国ばかり。今の中国の技術力は彼らより高くとも、中国が追いついたように彼らも世界レベルに追いつくのは時間に問題でしょう。

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