without parts from china， will Carrier be able to produce air conditioners?
Carrier would face significant challenges producing air conditioners without any parts from China, but it is not impossible. Here's a breakdown of the situation:
1. Global Supply Chain Dependence
Carrier, like most HVAC manufacturers, relies on a global supply chain. China is a major source of:
Electronic components (e.g., circuit boards, sensors)
Compressors
Fans and motors
Plastic housings and molded parts
Copper tubing and fittings
2. U.S. Manufacturing Capacity
Carrier does manufacture units in the U.S. (e.g., in Indiana and Texas), but many subcomponents are sourced internationally—even if final assembly is domestic.
3. Alternatives to Chinese Suppliers
Carrier could theoretically:
Shift to suppliers in other countries (Mexico, Vietnam, India, etc.)
Reshore production, but this would take time and substantial investment.
Redesign products to use more readily available domestic or non-Chinese parts.
4. Cost and Time Impact
Short term: Severe disruption and increased costs.
Medium to long term: Possible to adapt, but prices would likely be higher and some models might be limited.
Conclusion:
In the short term, no, Carrier would not be able to produce air conditioners at scale without Chinese parts. In the long term, it's possible—but only with supply chain restructuring and likely at a higher cost.
Would you like to know more about which components specifically are most dependent on Chinese manufacturing?
今年空调有断供的可能性
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#5 Re: 今年空调有断供的可能性
前年换ac的时候contractor跟我狂推荐格力还是国内哪家的，我就怕打贸易战回头没人管售后了。用的Carrier低端一些的，一年也用不了三星期，压缩机好像是墨西哥的，据说电机都是中国产的。这以后买彩电也得小心了，不过彩电更新快，空调一用二十年，配件都没有就惨了
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#6 Re: 今年空调有断供的可能性
好事，相当于做压力测试
noktard 写了： 2025年 5月 2日 17:46 without parts from china， will Carrier be able to produce air conditioners?
Carrier would face significant challenges producing air conditioners without any parts from China, but it is not impossible. Here's a breakdown of the situation:
1. Global Supply Chain Dependence
Carrier, like most HVAC manufacturers, relies on a global supply chain. China is a major source of:
Electronic components (e.g., circuit boards, sensors)
Compressors
Fans and motors
Plastic housings and molded parts
Copper tubing and fittings
2. U.S. Manufacturing Capacity
Carrier does manufacture units in the U.S. (e.g., in Indiana and Texas), but many subcomponents are sourced internationally—even if final assembly is domestic.
3. Alternatives to Chinese Suppliers
Carrier could theoretically:
Shift to suppliers in other countries (Mexico, Vietnam, India, etc.)
Reshore production, but this would take time and substantial investment.
Redesign products to use more readily available domestic or non-Chinese parts.
4. Cost and Time Impact
Short term: Severe disruption and increased costs.
Medium to long term: Possible to adapt, but prices would likely be higher and some models might be limited.
Conclusion:
In the short term, no, Carrier would not be able to produce air conditioners at scale without Chinese parts. In the long term, it's possible—but only with supply chain restructuring and likely at a higher cost.
Would you like to know more about which components specifically are most dependent on Chinese manufacturing?
#8 Re: 今年空调有断供的可能性
别担心 电机都是标准件Burlingame 写了： 2025年 5月 2日 18:09 前年换ac的时候contractor跟我狂推荐格力还是国内哪家的，我就怕打贸易战回头没人管售后了。用的Carrier低端一些的，一年也用不了三星期，压缩机好像是墨西哥的，据说电机都是中国产的。这以后买彩电也得小心了，不过彩电更新快，空调一用二十年，配件都没有就惨了
x1
弃婴千枝： 你知道布拉格条件吗？
孔乙己： 你知道回字四种写法吗？
孔乙己： 你知道回字四种写法吗？
#13 Re: 今年空调有断供的可能性
Lennox中国零件的比例更高，连外壳和螺丝都是中国产的
Lennox would likely face significant challenges producing air conditioners without parts from China.
Here’s why:
1. Global Supply Chains
Lennox, like most HVAC manufacturers, relies on a global supply chain. Many essential components—such as:
Compressors
Electronics and control boards
Thermostats
Fans and motors
Copper tubing and aluminum parts
are commonly sourced from or manufactured in China, either directly or via subcontractors.
2. Cost and Availability
Even if some components could be sourced from other countries or made domestically, it would:
Increase costs (labor and materials are more expensive in the U.S.)
Take time to re-establish alternative supply lines
Risk product delays or production halts
3. Examples from the Industry
During the COVID-19 pandemic and subsequent supply chain disruptions, Lennox and other HVAC companies experienced delays and shortages, many of which were tied to part shortages from Asia, especially China.
Conclusion
While not impossible, it would be extremely difficult and costly for Lennox to completely eliminate Chinese-sourced parts in the short term without impacting production. Long-term, they could potentially "reshore" or diversify sourcing, but that would require major investment and time.
Would you like to know which specific Lennox components are most likely sourced from China?
You said:
yes
ChatGPT said:
Here are the Lennox air conditioner components most likely to be sourced from China (or use Chinese-sourced subcomponents), based on typical HVAC manufacturing practices:
1. Electronic Control Boards
These circuit boards manage system operation, diagnostics, and communication between units.
Typically manufactured in China or Taiwan due to advanced and low-cost electronics manufacturing capabilities.
2. Thermostats and Sensors
Many Lennox-branded thermostats, even if designed in the U.S., are manufactured or assembled in China.
Temperature, humidity, and pressure sensors also come from Chinese electronics suppliers.
3. Motors and Fans
Includes blower motors, condenser fan motors (ECM/PSC), and fan assemblies.
While some motors are made in Mexico or the U.S., many smaller components (windings, magnets, housings) originate from China.
4. Compressors (Some Models)
Lennox uses compressors from various suppliers, including:
Copeland (U.S./Mexico)
LG, Daikin, Panasonic (Asia)
If not directly from China, internal components (valves, copper, fasteners) may be.
5. Copper Tubing and Coils
Copper prices and manufacturing efficiencies drive much of this production to China.
Lennox has coil manufacturing in the U.S., but some raw copper parts or aluminum fins may still be imported.
6. Plastic Housings and Molded Parts
Louvers, drain pans, and blower wheels often come from injection molding operations in China or Southeast Asia.
7. Fasteners, Relays, and Electrical Connectors
These small but essential parts are almost universally sourced from China due to cost and supply availability.
Lennox would likely face significant challenges producing air conditioners without parts from China.
Here’s why:
1. Global Supply Chains
Lennox, like most HVAC manufacturers, relies on a global supply chain. Many essential components—such as:
Compressors
Electronics and control boards
Thermostats
Fans and motors
Copper tubing and aluminum parts
are commonly sourced from or manufactured in China, either directly or via subcontractors.
2. Cost and Availability
Even if some components could be sourced from other countries or made domestically, it would:
Increase costs (labor and materials are more expensive in the U.S.)
Take time to re-establish alternative supply lines
Risk product delays or production halts
3. Examples from the Industry
During the COVID-19 pandemic and subsequent supply chain disruptions, Lennox and other HVAC companies experienced delays and shortages, many of which were tied to part shortages from Asia, especially China.
Conclusion
While not impossible, it would be extremely difficult and costly for Lennox to completely eliminate Chinese-sourced parts in the short term without impacting production. Long-term, they could potentially "reshore" or diversify sourcing, but that would require major investment and time.
Would you like to know which specific Lennox components are most likely sourced from China?
You said:
yes
ChatGPT said:
Here are the Lennox air conditioner components most likely to be sourced from China (or use Chinese-sourced subcomponents), based on typical HVAC manufacturing practices:
1. Electronic Control BoardsThese circuit boards manage system operation, diagnostics, and communication between units.
Typically manufactured in China or Taiwan due to advanced and low-cost electronics manufacturing capabilities.
2. Thermostats and SensorsMany Lennox-branded thermostats, even if designed in the U.S., are manufactured or assembled in China.
Temperature, humidity, and pressure sensors also come from Chinese electronics suppliers.
3. Motors and FansIncludes blower motors, condenser fan motors (ECM/PSC), and fan assemblies.
While some motors are made in Mexico or the U.S., many smaller components (windings, magnets, housings) originate from China.
4. Compressors (Some Models)Lennox uses compressors from various suppliers, including:
Copeland (U.S./Mexico)
LG, Daikin, Panasonic (Asia)
If not directly from China, internal components (valves, copper, fasteners) may be.
5. Copper Tubing and CoilsCopper prices and manufacturing efficiencies drive much of this production to China.
Lennox has coil manufacturing in the U.S., but some raw copper parts or aluminum fins may still be imported.
6. Plastic Housings and Molded PartsLouvers, drain pans, and blower wheels often come from injection molding operations in China or Southeast Asia.
7. Fasteners, Relays, and Electrical ConnectorsThese small but essential parts are almost universally sourced from China due to cost and supply availability.
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#16 Re: 今年空调有断供的可能性
水龙头也面临同样的问题。整个美国现有的制造业都差不多，零件都是中国或墨西哥的。比80年代末的苏联差远了。
It is unlikely that Moen could produce faucets at scale without using any parts from China, at least in the short term. Here’s why:
1. Global Supply Chains Are Interconnected
Even if Moen assembles many of its products in the U.S. (e.g., in North Carolina or Ohio), many internal components—like valves, cartridges, aerators, fasteners, and certain molded or machined parts—are typically sourced globally, and China remains a key supplier for these small, often high-volume items.
2. Raw Materials and Subcomponents
Even if final parts are made outside China (e.g., in Mexico or Taiwan), some of the raw materials (e.g., brass, stainless steel alloys) or machinery used to make them may still originate from China.
3. Cost and Lead Time Implications
Re-sourcing all Chinese-made parts would:
Increase production costs, since alternate sources may be more expensive.
Create lead-time issues, especially if tooling or molds need to be remade elsewhere.
Disrupt continuity, especially for proprietary components not easily sourced.
4. Moen's Parent Company and Strategy
Moen is owned by Fortune Brands Innovations, a company that uses a global sourcing strategy to remain competitive. Completely cutting China out of the supply chain would be a major strategic shift.
Summary:
Moen may be able to produce some faucet models without Chinese parts, but likely not all, and not without significant disruption, added cost, and supply chain reengineering.
Would you like help identifying Moen faucet models that are mostly U.S.-made or less reliant on Chinese parts?
It is unlikely that Moen could produce faucets at scale without using any parts from China, at least in the short term. Here’s why:
1. Global Supply Chains Are Interconnected
Even if Moen assembles many of its products in the U.S. (e.g., in North Carolina or Ohio), many internal components—like valves, cartridges, aerators, fasteners, and certain molded or machined parts—are typically sourced globally, and China remains a key supplier for these small, often high-volume items.
2. Raw Materials and Subcomponents
Even if final parts are made outside China (e.g., in Mexico or Taiwan), some of the raw materials (e.g., brass, stainless steel alloys) or machinery used to make them may still originate from China.
3. Cost and Lead Time Implications
Re-sourcing all Chinese-made parts would:
Increase production costs, since alternate sources may be more expensive.
Create lead-time issues, especially if tooling or molds need to be remade elsewhere.
Disrupt continuity, especially for proprietary components not easily sourced.
4. Moen's Parent Company and Strategy
Moen is owned by Fortune Brands Innovations, a company that uses a global sourcing strategy to remain competitive. Completely cutting China out of the supply chain would be a major strategic shift.
Summary:
Moen may be able to produce some faucet models without Chinese parts, but likely not all, and not without significant disruption, added cost, and supply chain reengineering.
Would you like help identifying Moen faucet models that are mostly U.S.-made or less reliant on Chinese parts?
#17 Re: 今年空调有断供的可能性
中央空调很多都是美国造，连goodman都是美国造，不要杞人忧天，墙国除了人力便宜，不可替代的东西很少
noktard 写了： 2025年 5月 2日 17:46 without parts from china， will Carrier be able to produce air conditioners?
Carrier would face significant challenges producing air conditioners without any parts from China, but it is not impossible. Here's a breakdown of the situation:
1. Global Supply Chain Dependence
Carrier, like most HVAC manufacturers, relies on a global supply chain. China is a major source of:
Electronic components (e.g., circuit boards, sensors)
Compressors
Fans and motors
Plastic housings and molded parts
Copper tubing and fittings
2. U.S. Manufacturing Capacity
Carrier does manufacture units in the U.S. (e.g., in Indiana and Texas), but many subcomponents are sourced internationally—even if final assembly is domestic.
3. Alternatives to Chinese Suppliers
Carrier could theoretically:
Shift to suppliers in other countries (Mexico, Vietnam, India, etc.)
Reshore production, but this would take time and substantial investment.
Redesign products to use more readily available domestic or non-Chinese parts.
4. Cost and Time Impact
Short term: Severe disruption and increased costs.
Medium to long term: Possible to adapt, but prices would likely be higher and some models might be limited.
Conclusion:
In the short term, no, Carrier would not be able to produce air conditioners at scale without Chinese parts. In the long term, it's possible—but only with supply chain restructuring and likely at a higher cost.
Would you like to know more about which components specifically are most dependent on Chinese manufacturing?
