Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

  • For manufacturing activities not easily replaced by automation or 3D printing, which countries win share from China?
  • Low wages and scale matter most in this segment: We plot wage curve up to China in countries with over 40mn population
  • Labour flexibility, logistics, tariffs, competitive currency, ethics obviously matter as well for manufacturing location

Related reading

China manufacturing is irreplaceable but India and other Asians can win share

China devaluation another US-China friction and a risk for rival exporters


Most Viewed See all latest
Disclosures

This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a res...

Full Tellimer disclaimers