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一觉醒来,我们成“工业克苏鲁”了
GoProGoPro(US:GPRO) 3 6 Ke·2025-05-29 02:38

Core Viewpoint - The article draws a parallel between the concept of "Cthulhu" in literature and China's manufacturing industry, suggesting that China's manufacturing capabilities are vast, complex, and often misunderstood, akin to the ancient gods in Lovecraft's mythos [3][6]. Group 1: Manufacturing Cost Dynamics - The article highlights that the low prices of Chinese manufactured goods, such as a disposable lighter costing around 0.47 yuan each, are not due to low manufacturing costs but rather due to innovative business models that focus on advertising revenue rather than product sales [6][8]. - It argues that foreign manufacturing is expensive not because of production costs but due to high brand premiums and inefficiencies in non-manufacturing processes [6][7]. - The example of GoPro illustrates how Chinese manufacturers have successfully reduced costs by utilizing reverse engineering and modular manufacturing, allowing them to create similar products at significantly lower prices [8][9]. Group 2: Reverse Innovation and Supply Chain - Chinese manufacturers have adopted "reverse innovation" strategies, allowing them to bypass patent barriers by developing alternative technologies that achieve similar functionalities without infringing on existing patents [8][9]. - The modular manufacturing approach in China enables rapid assembly of products using standardized components, which contrasts with the custom manufacturing processes often used by Western brands [11][12]. - The article emphasizes the strength of China's supply chain, particularly in Shenzhen, where a dense network of suppliers and manufacturers facilitates quick and cost-effective production [13][16]. Group 3: R&D Efficiency - The article discusses how China's engineering workforce, which numbers around 4 million, allows for high efficiency in research and development, enabling rapid product iterations and market responsiveness [19][20]. - It contrasts the slow and costly R&D processes in Western companies, where high salaries and small teams hinder innovation speed, with China's ability to quickly develop and test new products [18][19]. - The success of companies like DJI in the drone market exemplifies how rapid iteration and a full-chain engineering approach can lead to significant market share and competitive pricing [20][22]. Group 4: Market Impact and Consumer Perception - The rise of Chinese manufacturing has disrupted the market for high-end products, making previously luxury items accessible to a broader consumer base [23][26]. - The article likens the current competition between Chinese manufacturers and Western luxury brands to the historical conflict between artisanal guilds and emerging factories, highlighting the shift in consumer perception regarding product value and pricing [25][26]. - It concludes that the success of Chinese manufacturing reveals inefficiencies in traditional high-end production processes, prompting consumers to reassess what constitutes true value in products [26][27].