The Japanese company Panasonic Corporation of Japan recently officially announced that it has abandoned its establishment in the United StatesBatteryPlans of the plant. This is not an isolated case, after the US CHIPS Act, many companies have announced delays or halts to set up factories in the United States. In the face of this phenomenon,United States**have called on Biden to pay attention. The emergence of this situation is not a coincidence, the cost problem is the main reason, for example, TSMC has said that the cost of setting up a factory in the United States is 5-6 times higher than that in China. While the U.S. has provided some subsidies, the remaining subsidies are uncertain when they will be disbursed, and many companies cannot afford the high costs. At the same time, the U.S. market is rightElectric vehiclesDemand is not high, coupled with lower economic expectations, manufacturing strikes and geopolitical uncertainties, making it normal for companies to delay or withdraw at this time. Importantly, the U.S. is constantly being updated with regulations, such as restricting U.S. production from 2024Electric vehiclesThe use of Chinese parts makes it impossible for more companies to set up factories smoothly. In addition, many companies have also said that they will get rid of ChinaChainIt's not easy, and they don't want to leave ChinaChain。Therefore, even if Biden pays attention to it, it will be difficult to change the operating environment of enterprises and China in the short termChaindependence. It is expected that more companies will choose to withdraw in the future, breaking the original hot situation.
The first consideration for setting up a factory in the United States is cost. TSMC has said that the cost of setting up a factory in the United States is 5-6 times higher than that in China. AlthoughUnited States**A chip subsidy program has been launched, but only the first batch of subsidies has been issued, and the remaining subsidy time has not yet been determined, which has brought uncertainty to the cost pressure of enterprises. Businesses will have to bear high costs, but are unsure when they will receive the promise of the corresponding subsidy. This makes it difficult for enterprises to make decisions, and choosing to delay the establishment of factories or withdraw from the factory is a choice that conforms to the actual situation. However, this uncertainty also creates a problem for businessesUnited States**doubts, which to some extent affected their confidence in the US market.
Another factor influencing business decisions is the U.S. market pairElectric vehiclesThe demand is relatively low. According to the data, in the third quarter of this year, the US marketElectric vehiclesOnly account for the wholeCars7. of sales9%。This means:Electric vehiclesPenetration in the U.S. market still faces certain difficulties. In addition, the Fed also lowered its forecasts for the US economy in 2024, which further weakened the confidence of businesses in the US market. Plus,U.S. ManufacturingFacing frequent strikes and sudden geopolitical events, this also increases the risk of companies setting up factories in the United States.
In recent years, the United States has continuously updated various regulations, which have had a restrictive impact on the development of enterprises. For example, from 2024, the United States regulates productionElectric vehiclesParts from Chinese mainland cannot be carried. This creates an insurmountable barrier for many companies, limiting their growth in the U.S. market. In particular, some Japanese companies have said that they will get rid of ChinaChain's dependence is not easy, and they don't want to leave ChinaChain。This restrictive regulation has had a negative impact on companies' decision to set up a factory in the United States.
In the face of this phenomenon, manyUnited States**Both called on Biden to pay attention to it and propose solutions. **It can speed up the issuance of chip subsidies to reduce the burden on enterprises. At the same time, restrictive regulations for businesses should also be relaxed to encourage companies to set up factories in the United States. In addition, it can also increase support for local manufacturing and provide a more competitive environment and conditions to attract companies in the United StatesInvestmentsand set up factories. Biden needs to review the current situation and take proactive steps to promote the development of local manufacturing.
By reading this article, I gained a deeper understanding of the phenomenon of Japanese companies shutting down factories in the United States. Factors such as cost issues, market demand, and restrictive regulations have influenced the decision to set up a factory in the United States. AlthoughUnited States**Subsidy programs have been introduced, but the uncertainty of subsidies and the uncertainty of the market outlook have led many companies to delay or withdraw from their factories. Biden should take this phenomenon seriously and actively seek solutions to promote the development of local manufacturing. At the same time, companies also need to carefully assess risks, weigh the pros and cons, and make decisions that are in line with their own interests.