Core Viewpoint - The article discusses the withdrawal of Japanese manufacturing companies from the Chinese market, highlighting the decline of brands like Canon, Sony, and Yakult, and the reasons behind this trend, including increased competition from local manufacturers and a failure to adapt to market changes [5][22][29]. Group 1: Company Withdrawals - Canon's production facility in Zhongshan, China, ceased operations on November 21, 2025, marking the end of over 20 years of presence in the region [4][5]. - Yakult announced the closure of its Guangzhou factory, which had been operational for 23 years, and previously shut down its Shanghai factory [6][17]. - Sony officially exited the Chinese smartphone market by shutting down its Xperia brand [7]. - Mitsubishi Motors completely withdrew from the Chinese market, ending both vehicle sales and its joint engine production with Shenyang Aerospace Mitsubishi [7][16]. Group 2: Market Dynamics - The Japanese manufacturing sector's exit from China is characterized as a response to competitive pressures rather than a strategic shift, with companies facing declining market shares and sales [22][29]. - The shift towards a paperless office has led to a shrinking market for printers, impacting Canon significantly, which saw its market share drop to 3.9% by Q3 2025 from 16% in 2010 [22][24]. - In the probiotic beverage sector, Yakult's market share has been eroded by local competitors offering better price-performance ratios, with Yakult's sales declining significantly from their peak [26][27]. Group 3: Competitive Landscape - The decline of Japanese brands in China is attributed to the loss of technological advantages, as local manufacturers have improved their capabilities and now hold a significant market share in sectors like printing [23][24]. - Japanese companies have been slow to adapt to changing consumer preferences, such as the demand for low-sugar beverages, which has hindered their competitiveness [27]. - Despite their struggles in China, Japanese manufacturers still maintain strong global market positions, with Canon holding a 22% share of the global printer market as of 2023 [29]. Group 4: Future Implications - The article suggests that the exit of Japanese companies from China is not the end of their global competitiveness but rather a new chapter for Chinese manufacturers, who are now positioned to compete on a larger scale [32]. - The success of Chinese brands in domestic markets, particularly in appliances, indicates a shift in market dynamics where local companies are gaining dominance [30].

Core Viewpoint - The article discusses the withdrawal of Japanese manufacturing companies from the Chinese market, highlighting the decline of brands like Canon, Yakult, and Mitsubishi, which were once dominant players in their respective industries. This trend reflects a broader shift in the competitive landscape as Chinese companies advance in technology and market presence, leading to a significant reduction in the market share of Japanese brands [1][9][11]. Group 1: Canon's Closure - Canon's production line at its Zhuhai facility ceased operations on November 21, 2025, marking the end of its 20-year presence in China [21][22]. - The factory, once a significant employer in the region, had seen its workforce shrink to just over 1,400 employees by the time of closure [29]. - Canon's market share in the Chinese laser printer market plummeted to 3.9% by the third quarter of 2025, down from 16% in 2010 [11][37]. Group 2: Other Japanese Brands - Yakult announced the closure of its Guangzhou factory, which had been operational for 23 years, and previously shut down its Shanghai factory [23][31]. - Mitsubishi Motors ceased all local production in China, with its vehicle sales dropping from 133,000 units in 2019 to just 33,600 units in 2022 [31][34]. - The article notes that the decline of these brands is not an isolated incident but part of a larger trend of Japanese companies exiting the Chinese market, including Sony and Toshiba [24][33]. Group 3: Market Dynamics - The decline of Japanese brands is attributed to several factors, including the rise of local competitors and a shift in consumer preferences towards more affordable and innovative products [12][38]. - The Chinese market for printers has evolved, with local brands capturing 41.5% of the market share by 2025, while Japanese brands struggle to adapt [11][37]. - Japanese companies are perceived to have failed to respond to changing market conditions, maintaining outdated business models and product offerings [12][41]. Group 4: Global Perspective - Despite their struggles in China, Japanese manufacturers still hold significant global market shares, with Canon commanding 22% of the global printer market as of 2023 [15][42]. - The profitability of Japanese automotive brands remains strong on a global scale, with Toyota's profits significantly outpacing those of Chinese competitors [44]. - The article concludes that while Japanese brands face challenges in China, their global competitiveness remains intact, indicating a need for adaptation rather than a complete retreat from the market [17][47].

格隆汇11月5日｜三菱汽车首席执行官加藤：我们在美国销售的所有车辆均在日本生产，因此将全额承 担美国关税成本，不会将关税转嫁给供应商。 ...

【环球时报特约记者 韩雯】随着美国市场"非关税库存"迅速耗尽，全球汽车整车行业的涨价趋势进一步加速蔓延。据《日经亚洲评论》23日报 道，日本丰田汽车将于下个月在美国将丰田品牌汽车的价格平均提高 270 美元。三菱汽车近期宣布，将把其在美销售的汽车价格平均上调2.1%； 斯巴鲁则从 6 月份发货的产品开始上调价格。 为了应对美国对汽车征收的高额关税，日本车企计划暂时消化关税带来的成本，而韩国车企仍在苦熬。韩国《首尔金融》23日称，由于美国政府 对进口汽车征收关税，全球整车企业普遍面临严峻调价压力。在丰田、福特等主要厂商纷纷上调美国市场售价的背景下，现代汽车集团也有可能 将在库存耗尽后调整价格。 韩国新闻网站"dailian"23日的文章援引相关业界专家的话称，在当前的结构下，不涨价就等于利润被侵蚀，因此这并不是"要不要涨"的问题，而 是"何时涨"的问题。"随着丰田带头涨价，那些此前犹豫观望的品牌也会纷纷跟进。" 不过，现代汽车集团目前在是否调价的问题上依然保持谨慎。此前，现代将其原定6月2日结束的"价格冻结期限"延长至7月7日。彭博社上月末报 道称，现代汽车正考虑将所有在美销售车型的价格平均上调1%，但现代汽车 ...