본문 바로가기

미국주식 종목분석

It is not a simple matter of whether to reduce outsourcing or self-production. I

반응형

"The problem arose as we changed the process of connecting and assembling the huge parts of Boeing's aircraft fuselage," said Salehpour, who has worked at Boeing for 10 years. "The Dreamliner fuselage is made up of several pieces made by different manufacturers around the world, and the points connecting each other are not the same shape," he said

- The New York Times

It is not a simple matter of whether to reduce outsourcing or self-production. It is a highly political decision that will almost reach art.

In terms of advanced technology, Boeing's partners around the world mobilized for 787 production and their nationality.

Boeing even had to build a special cargo fleet to get parts from people scattered around the world.

Why bother? Just build everything in Boeing's U.S. factories. It's not like the U.S. doesn't have technology..

First of all, low cost is the first reason to come to mind quickly, and the second reason is the corporate culture of the United States, which gives outsourcing and focuses only on the core of added value.

But the most important reason is political consideration.

In the end, the entire 787 has to be resold overseas. The country that supplies the parts is also a key customer who will buy the 787 again. It's a political and diplomatic deal to make the customer a steakholder and ensure the sales volume...

Does Abe, who has no experience in corporate management, understand the logic of such a complexly intertwined global supply chain?

It's not that Korea didn't develop semiconductor materials because it didn't have technology and money. Whether to produce its own or outsource is determined by looking at various variables such as price, cost, and development manpower..

In the end, giving outsourcing can be seen as evidence that Korean companies are most actively accepting the American-style cool rationalism, which does not consider nationality, and are conducting advanced management.

Importing from Japan is not because it is regrettable. Until Abe stepped up, it was the most reasonable decision. Like Boeing's 787 global supply chain...

Abe has added another geopolitical risk, so it's enough to turn to self-procurement in Korea..

It's also true that a politician has no sense of real economy, even in an economic powerhouse like Japan

[July 2, 2019]

320x100