Recently,TeslaofBattery** Business JapanPanasonicThe company announced that it has officially halted construction in the United StatesBatteryPlans of the plant. The company said it had decided to abandon the U.S. plant after careful consideration. This is not an isolated case, from the United StatesChipsSince the passage of the bill, many companies have announced that they will delay or halt plans to set up factories in the United States. These include LG South Korea's stranded partnership with GM, TSMC's postponement of production of its U.S. plant until 2025, and Honda's plan to postpone its partnership with General Motors.
However, this situation did not come as a surprise. When choosing a location to set up a factory, the first consideration for enterprises is the issue of cost. TSMC has repeatedly said that it has set up a factory in the United StatesCostsis 5-6 times more native than home. IfChipsSubsidies cannot be paid quickly, and it will be difficult for enterprises to bear the high costs. However, so far, the United States has only given the first batch of subsidies, and there are still questions about when the rest of the subsidies will be in place. In the past, the United States has repeatedly reversed its promises, and they areChipsThere has been a clear delaying tactic in the subsidy. In this case, many companies do not see hope, and it is normal to choose to delay or withdraw from the factory.
However,PanasonicThe company's choice to withdraw outright shows that there is no hope for their long-term interests in the US market. In fact, the demand for electric vehicles in the U.S. market is not high, and in the third quarter of this year, electric vehicles accounted for only 79%。In an already difficult situation, the Fed will also 2024 for the United StatesEconomyExpectations have been revised downward. At the same time, the manufacturing industry is facing frequent strikes, suddenGeopoliticsevents and much more. At such times, even if a company wants to set up a factory, it can only be discouraged.
Most importantly, many businesses are worried. United StatesChipsThe mandatory provisions on access to subsidies in the Act, as well as the various regulations that are constantly updated, have taken a toll on businesses. For example, the United States stipulates that electric vehicles produced in the United States cannot use parts from Chinese mainland in 2024, creating an insurmountable gap for many companies. Some Japanese companies, including some Japanese companies, have made it clear that they want to get rid of ChinaChainIt's not easy, and I'm not willing to give up with ChinaChainCooperate. Even if Biden takes this issue seriously, it will have a small impact on the current situation. On the one hand, it is difficult to improve the operating and facility environment in the U.S. in the short term. On the other hand, for the mainlandChainA non-radical attitude seems impossible at the moment. Therefore, I personally believe that in the future, more companies may choose to withdraw and end the hot wave of factory establishments.
At present, the phenomenon that many companies choose to delay or withdraw from the construction of factories in the United States has attracted attention. AlthoughUnited StatesIntroducedChipssubsidies and other policies, but have not been able to bring real benefits to enterprises, resulting in enterprises to the U.S. market andChaindoubts. Factors such as cost issues, insufficient market demand, and regulatory constraints have made companies more cautious about setting up factories in the United States.
I believe there are several reasons for this. First of all, the cost of setting up a factory in the United States is higher than in other regions, including land, labor, operating costs, etc. Second, the demand for emerging industries such as electric vehicles in the U.S. market is relatively low, and there is a certain gap compared with the Asian market. In addition, frequent strikes in the United States as wellGeopoliticsTensions have also increased the uncertainty and risk of companies setting up a factory in the United States. Finally, the U.S. is constantly updating regulations and technical restrictions on businessesChainand the market outlook, which makes it difficult for companies to make stable profits in the U.S. for a long time.
As an editor, I am personally concerned about this trend. The cooperation and exchange of the globalized industrial chain have brought common prosperity and development to all countries, while excessive protectionism and unilateralism will limit the development space of enterprises. GloballyEconomyIn the context of cooperation, all countries should actively break itBarriersto build a fair, open and transparent environmentInternationalEconomyOrder.
In conclusion, the withdrawal and delay of U.S. companies to set up factories reflects the worldEconomyThe evolution of the landscape and the change in the competitive landscape. In the future, with the adjustment of the global manufacturing pattern andInternationalTo deepen cooperation, all countries should strengthen communication and cooperation to jointly promote the worldEconomydevelopment. At the same time,United StatesThe voices of enterprises should be listened to, a more stable and reliable policy environment should be provided, and an atmosphere conducive to investment and innovation should be created. Only in this way can it be for the worldEconomysustainable development creates more stable and favourable conditions.