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Careful people can also find that since the second half of last year, most of the external public relations activities of General Motors, Ford or JEEP have been focused on the display of mass-produced products, and the frequency and depth of the opening of advanced technology and R&D centers are higher than in previous years. Public media activity declined slightly.
Do feel pressure to communicate
Through verification during and after the Spring Festival, our reporter learned from suppliers of relevant American car companies in the Yangtze River Delta that the limitations in technical exchanges perceived by middle-level managers of foreign companies before the holiday were not groundless. "The supply of some conventional automotive parts has not been affected yet, but the business involving electronic devices for automotive applications, as well as some advanced body materials and optical components, has indeed begun in November and December last year. Obstacles." A supplier of American automobile companies in the Yangtze River Delta stated this situation to a reporter from China Times.
According to a GM Pan-Asia technical source who asked not to be named: “Previously, we all believed that the limitation of communication may be because after GM shifted its R&D focus to small-displacement, turbocharged engine models in the early years, the market feedback was not as good as the R&D investment. Due to the energy, but carefully tracing the cooperation in automotive networking applications and body materials, the current progress of the progress is more formal than content. It seems that it is not only affected by layoffs, but we can sense the caution in internal material exchanges."
According to many industry insiders such as the China Automobile Association, the China Society of Automotive Engineers, and the China Circulation Association, the trade war is not the main reason for the current decline of American cars in China. Only 30,000 to 40,000 vehicles per month, and even these impacts also include some of the emotional consumption factors of Chinese consumers amid trade frictions.
However, the U.S. has repeatedly targeted the automobile industry when talking about the trade war, as well as the above-mentioned information feedback from some supply chains and R&D personnel. This just proves that the focus of the Sino-U.S. automobile trade war is not simply the import and export trade itself, but the industrial chain behind it. Intellectual property rights, joint venture governance structures and technology transfer will be "made a big fuss" by foreign companies when Sino-US trade frictions move into deep waters.
A research report from the Alpha database shows that in the past 10 years, intellectual property and competition disputes in my country's automobile industry have maintained a rapid growth trend. In 2018, there were 334 patent ownership and infringement dispute cases in the automobile industry, with a compound annual growth rate of 36.38%, and Patent infringement dispute cases in the automobile industry have gradually shifted from design patent infringement disputes to invention patent infringement disputes.
In other words, similar cases like GM SPARK’s lawsuit against Chery QQ over appearance plagiarism ten years ago have long become a thing of the past with the rise of China’s automobile industry, but cases involving information communications, new energy, new materials, and artificial intelligence are increasing year by year.
Real impact on car companies
"With the changes in the industrial ecology, the intellectual property risks faced by automobiles, a mobile terminal, are also increasing. Automobiles may become the next industry with a high incidence of patent disputes after mobile phones." Chairman of the Intellectual Property Branch of the China Society of Automotive Engineers, China Automotive Gao Hesheng, deputy secretary of the party committee and deputy general manager of Technology Research Center Co., Ltd., judged.
"Take the field of new energy vehicles as an example. The number of global and Chinese patent applications is in a stage of rapid growth." A relevant person from the Intellectual Property Protection Department of the State Intellectual Property Office said that as the pace of international development of my country's new energy vehicle industry is accelerating, Europe and the United States Countervailing investigations, 301 investigations, and 337 investigations against China by other countries and regions are also gradually spreading to the field of new energy vehicles.
The recent moves of General Motors and Ford also show that on the eve of the reform of the automobile industry, automobiles have been forced to be more closely connected with technology. The trend of intelligence is completely irreversible, and the increasingly changing consumption attributes of the Chinese market in recent years have to make it difficult for China and the United States to Capital auto companies are placing greater weight on technology.
The problem is that with the comprehensive increase in China and the United States in the field of advanced technology, the global exchange of technical talents has already broken through the restrictions of one city and one place.
According to a legal person who is familiar with the secret theft case of Chinese Tesla engineers last year, intellectual property rights are a kind of private right in the World Intellectual Property Organization and the US IP legal system. In a market economy system, the visible hand of the government should generally not interfere with matters of private rights, so why does the United States not even trust the settlement mechanism under the WTO framework, but adopts unilateral sanctions and uses domestic mechanisms such as Section 301 to solve the problem? ? The reason is that the United States unilaterally determined that China has not fully complied with and fulfilled its WTO accession commitments under the WTO framework to a certain extent, and thus intends to adopt a double-standard ruling.
The current reality is that U.S.-style unilateral sanctions cannot solve the problem; judging from the reality of U.S.-owned auto companies in China, consultation and dialogue will help China and the United States coordinate intellectual property rights, thereby promoting the development of innovation-driven economies on both sides.
In 2018, due to the impact of Sino-U.S. trade friction, the original plan to return Chongqing-produced Focus to the U.S. market was blocked. Changan Ford failed to fulfill its promise. 80% of the global sales of GM's Buick Envision car were in the Chinese market, and even GM It has appealed to the U.S. government to exempt this model, the only model exported to the United States, from tariffs. In an interview with the Wall Street Journal last year, Trump also claimed, "I think General Motors should stop producing cars in China and produce them here (the United States). I think they have forgotten where they come from."
Janet Lewis, head of Asia industrial and transportation at Macquarie Group, said, "The capriciousness of the tariff issue means that no car company will be willing to use the United States as a production and export base in the future." And in the face of intellectual property rights, Government pressure may cause American car companies to further lose their technological priority and product launch initiative in China in the next five years.
When facing the Sino-US trade war in the future, not every American car company will be as lucky as Tesla, which received the green light to open its industry in Shanghai Lingang.
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