#1 今年空调有断供的可能性
发表于 : 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?
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?