Le déclin du système manufacturier Canadien (4)

Mettons un peu de viande, dans nos propos, un extrait d’un rapport qui vient juste d’être publié cette semaine, plus le déficit commercial qui augmente avec la Chine.

Les États-Unis ne pourrons pas continuer longtemps avec de tel déficit, on risque d’avoir une guerre commerciale sans précédent, et nous le Canada ont risque d’être en sandwich avec notre pauvre 34 millions d’habitants


CHINESE MARKET SHARE IN ADVANCED U.S. MANUFACTURING GROWS AT ACCELERATING PACE

SUMMARY

CHINESE MARKET SHARE IN ADVANCED UAfter decimating U.S.-based producers of cheap, labor-intensive manufactures with a flood of exports, China-based producers have now made deep and rapidly expanding inroads into U.S. markets for a wide range of advanced industrial products, including semiconductors and other high value electronics goods, machine tools, sophisticated industrial machinery, and chemicals.

This Chinese market share figure represented a 19.01 percent jump from the 2009 level of 6.31 percent – which in turn exceeded the 2008 figure by 15.99 percent. In 1997 – the first year for which these calculations are possible – China supplied only 0.59 percent of U.S. consumption of these products.

These gains have propelled China far ahead of Germany and Japan as a source of the high-value manufactures consumed by Americans. The total import share of America’s markets for advanced industrial goods reached 38.01 percent in 2010, an 8.66 percent increase from the 34.98 percent levels in 2009, and 55.21 percent higher than 1997.

In 2010, imports from China represented

·         14.65 percent of all American purchases of industrial valves,

·         14.38 percent of the market for fluid meters and counting devices,

·         12.28 percent of the market for motors and generators,

·         9.85 percent of consumption of relays and industrial controls, and

·         4.12 percent of the market for metal-cutting machine tools

At the same time, as indicated by the nearly 1,200 percent jump in the combined Chinese market-share in the 108 advanced manufacturing sectors studied, Chinese penetration has proceeded with jaw-dropping speed between 1997 and 2010.

During this period, for example:

·         China’s share of U.S. computer consumption has skyrocketed by more than 152,000 percent.

·         Its share of America’s market for semiconductor production equipment has soared by 74,600 percent.

·         The percentage of commercial and service industry machinery supplied to Americans by China is up 42,400 percent.

·         And in 22 of the other advanced manufacturing categories studied – including three auto parts sectors – Chinese import penetration rates have risen by more than 1,000 percent between 1997 and 2010.

At the same time, effective responses to Beijing’s predatory economic policies in particular remain hobbled by misconceptions about the nature of the economic challenge posed by China, and about its responsibilities for America’s economic woes. Especially widespread is the belief that focusing on China is mistaken because its economic successes remain highly concentrated in low‐value, labor‐intensive products that America shouldn’t even want to make anymore.

Undercutting this argument is the large and growing trade deficit in high tech products that the United States is running with China. But research by the U.S. Business and Industry Council has come up with even more compelling reasons to focus on the China challenge. This report presents new evidence that Made in China products are making large and often rapidly growing inroads into American markets for advanced manufactured products – i.e., capital‐ and technology‐intensive industrial goods in which high‐income, technologically advanced countries like the United States should retain sizable competitive advantages.

In other words, for more than a decade, Chinese‐made products have been grabbing significant and vigorously expanding shares of American markets in these sophisticated products, enjoying large and mounting successes in head‐to‐head competition with their U.S.‐made counterparts.

Worse, these burgeoning successes are coming in coming in American industry’s domestic backyard – the manufacturing market that is not only still the world’s largest, but the one that U.S.‐based manufacturers should know best, and in which they face no trade barriers whatever.

KEY FINDINGS

The two tables below list the ten advanced U.S. manufacturing markets in which Chinese‐made products had gained their greatest shares in 1997 and 2010. As is clear, the import penetration rates (IPRs) of Chinese products have risen exponentially.

Moreover, in the electronics field, the Chinese have greatly strengthened their positions in both final products, like computers, and broadcast and wireless communications equipment, as well as in parts and components.

 

2010

1997

1

Computers 61.05%

Electric coils, transformers, 8.97%

& other inducers

2

Household textile products 40.29%

Misc. electronic components 8.62%

3

Miscellaneous textiles 30.03%

Household textile products 6.72%

4

Broadcast & wireless communications equip. 28.21%

Computer storage devices 5.82%

5

Enameled iron & sanitary ware 27.94%

Miscellaneous textiles 5.14%

6

Miscellaneous electronic components 27.56%

Optical instruments 4.55%

7

Upholstered household furniture 22.00%

Telecomms hardware 2.92%

8

Computer storage devices 20.46%

Synthetic organic dyes &pigments

9

Printed circuit assemblies 19.60%

Specialty transformers 2.53%

10

Plumbing fittings, fixtures, & trim17.15%

Printed circuit assemblies 2.47%


SELECTED CHINA IMPORT PENETRATION RATES, 2010

© 2012 U.S. Business and Industry Council

Computers: 61.05%

Household textile products: 40.29%

Miscellaneous textile products: 30.03%

Broadcast & wireless communications equipment: 28.59%

Miscellaneous electronic components: 27.56%

Upholstered household furniture: 22.00%

Computer storage devices: 20.46%

Printed circuit assemblies: 19.60%

Electronic resistors: 16.47%

Transformer, inductors, and electric coils: 16.68%

Industrial valves: 14.65%

Fluid meters & counting devices: 14.38%

Motors & generators: 12.28%

Printed circuits: 11.98%

Relays & industrial controls: 9.85%

Speed changers, gears, & high-speed industrial drives: 8.85%

Pumps & pumping equipment: 8.63%

Miscellaneous commercial & service industry machinery: 8.50%

Semiconductor production equipment: 7.47%

Electricity measuring & test equipment: 7.45%

Household refrigerators & freezers: 6.97%

Ball & roller bearings: 6.43%

Commercial & industrial heating & refrigeration equipment: 6.43%

Cutting tools & machine tool accessories: 6.39%

Mining machinery & equipment: 6.29%

Miscellaneous basic organic chemicals: 5.69%

Semiconductors: 5.59%

Metal-cutting machine tools: 4.12%

Construction equipment: 2.47%

Iron & steel: 1.06%

Plastics & resins: 0.52%

Pharmaceutical preparations: 0.23%


Annual U.S.-China trade deficit soars to new record

Balance commerciale US

Figures released this morning by the U.S. Department of Commerce show that the U.S. racked up a whopping new record annual goods deficit with China of $295.5 billion in 2011, a significant increase from the previous record of $273 billion in 2010.

The overall U.S. international trade deficit in goods and services clocked in at $558 billion in 2011, up from $500 billion in 2010.

"There is no question that our $295.5 billion annual trade deficit with China is an economic and political challenge. From an economic point of view, the trade deficit with China shows just how strong the headwinds are against “insourcing” jobs back to the United States.

From a political point of view, the trade deficit with China shows just how little leadership Congress and the president are providing on international economic matters.

"China’s economic policies—subsidies, state-owned enterprises, intellectual property theft, forced technology transfer, currency manipulation—are now the single largest impediment to job growth in America.

Manufacturing in the United States can flourish, but only if the playing field is level.

Ce qui est valable pour tous les pays industriels, mais comme nos politiciens couchent avec les oligarques c’est loin d’être évident.

Mais entre temps, soyons sérieux, si les Américains étant le pays parmi le plus productifs au monde ne sont même pas capable de gagner, pensez-vous que le Canada qui a un taux de liberté économique nettement plus faible que les Américains, on va s’en sortir ?

Il faut être d’une naïveté lamentable pour y croire !

La suite demain …