The "China Plus One" Myth: Why Vietnam Will Never Replace China (Episode 14) скачать в хорошем качестве

The "China Plus One" Myth: Why Vietnam Will Never Replace China (Episode 14)

📘 Based on Shaun Rein’s The Split: Finding the Opportunities in China's Economy in the New World Order (2024) — Get the book → https://amzn.to/4baIzYG Disclaimer: This video reflects an independent interpretation of the ideas discussed in the books. It was created for learning and analysis, and is not reviewed or endorsed by the author. The narration uses AI-generated voice for clarity and consistency. 💥 The “China Plus One” Myth — Why Vietnam Will Never Replace China The headlines say it’s over. Factories are fleeing, labor is cheaper elsewhere, and Vietnam is the new China. But step onto the factory floor — and you’ll see a very different story. Shaun Rein exposes the myth behind the world’s favorite business buzzword, China Plus One. He shows why supply chains aren’t leaving China — they’re orbiting it. Why Vietnam, India, and Mexico can’t replicate the industrial gravity China built over forty years. In this episode, you’ll learn: 🏭 Why “moving production to Vietnam” still means importing everything from China 📦 How China built the most complete supply-chain ecosystem on Earth — from raw materials to robots 🧩 Why a factory isn’t a Lego block — it’s a spiderweb that can’t be unplugged and reassembled overnight 📉 The hard math: one Chinese port (Shanghai) moves double the containers of all Vietnam’s ports combined ⚡ How Vietnam’s power shortages, labor turnover, and infrastructure bottlenecks erase wage savings 👷‍♂️ Why rising Chinese labor costs are being crushed by automation — not by competition 🤖 Inside the robot revolution — how China is neutralizing low-wage rivals through Industry 4.0 🧠 Why China is deliberately pushing out low-end industries to focus on EVs, AI, and high-tech manufacturing 🌏 Why “China Plus One” isn’t decoupling — it’s duplication for political optics 💬 And why smart CEOs know that leaving China isn’t de-risking — it’s disarming your own business Rein’s message is clear: Vietnam isn’t replacing China. It’s becoming an extension of it — the new Guangdong for the overflow China no longer wants. The supply chain isn’t breaking. It’s evolving. And China remains the beating heart of the global machine.