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  Social Animals Watch the World_Technology Battle #3 Who is the new generation of Asian stars?   We know that the supply chain pattern in Asia in the past was often referred to as the "flying geese theory". First, in the 1950s and 1960s, the United States led Japan's economic development, and later Japan led the four Asian tigers, just like a flock of wild geese flying with the leader. After 1996, due to the large concentration of real investment in China, this theory no longer applies. However, recently we can see that the industrial supply chain seems to have launched a new wave of flying geese, but it is different from the previous model. In the past, it may have been between countries, such as the United States driving Japan and Japan driving the four Asian tigers; now it is the theory of flying geese between regions. Regions refer to the economies of East Asia. Economic changes in Japan and China have driven the development of the entire Southeast Asia and South Asia. Industrial Distribution. Therefore, the new flying geese theory is not between countries or regions, but a large-scale territorial movement to Southeast Asia, South Asia and other places. Do you want to move abroad or stay in China? Different industries have their own considerations   Affected by the US-China trade war, many companies plan to relocate from China. According to a foreign business research report, the industries that most want to move out of China are clothing and mobile phones. About 80% to 90% of the manufacturers want to move out of China. However, if it is the furniture, machinery or automobile industry, as well as the machinery factories of Taiwanese businessmen, their answer is no. Why? Because most of China's clothing and mobile phone manufacturing are exported, the main sales target is the European and American markets. Once encountering trade wars or tariff issues, the cost will immediately increase significantly. However, the main sales targets of furniture, machinery and automobiles are local Chinese people and local enterprises, and there is not much need for these manufacturers to relocate abroad. In addition, where are the main considerations for industries that want to relocate? As far as the apparel industry is concerned, Cambodia, Bangladesh, and Vietnam are the top three countries, because these three countries not only have low wages and abundant manpower, but also the United States provides more preferential tariffs and quotas, which is very good for garment exporters choose. For most information industries, Taiwan is the place they most want to go, because the supply chain is the most complete and the technical capabilities are sufficient. However, there are also some large-scale manufacturers who are considering dispersing to India and Vietnam, because the economy in this region is now developing rapidly, and it is also very suitable as a backup base. As far as the auto industry is concerned, among the current division of labor between Southeast Asian and South Asian countries, Thailand is where Japanese companies used to focus on the deployment of the automotive supply chain, so many auto manufacturers plan to invest in Thailand. From the considerations of these industries, we can see that due to different industries, manufacturers who want to move out of China will choose different locations according to their own resource elements to give full play to their advantages.  

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