Percentage of American manufacturing that economically or even existentially depends on Chinese parts

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godelian
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Joined: Wed May 04, 2022 4:21 am

Percentage of American manufacturing that economically or even existentially depends on Chinese parts

Post by godelian »

Existential: 5-10%, Cannot operate at all without China
Economic: 40–50%, Can operate, but with major cost/efficiency trade-offs
(Figures according to ChatGPT)

The next question is, of course:

What percentage of American manufacturing depends economically or existentially on other American manufacturing that in its turn depends economically or existentially on Chinese parts?
Why This Matters

Even when substitutes exist, most U.S. manufacturers are price-sensitive and operate on thin margins. So:
Shifting away from China = higher prices for consumers,
Or lower margins for producers,
Or reduced competitiveness vs. foreign firms who still source from China.
All of this will clearly lead to some bad situations in American manufacturing even before the end of the year.
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