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Sleeping with the Enemy

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one of the most interesting things about China is the relationship between the western industry and local China's suppliers. IP laws are a challenge so anything remotely sophisticated or technologically advanced needs to be guarded well and yet the market is so big.

It turns more and more obviously that one of the most interesting

things about China is the relationship between the western industry

and local China's suppliers. IP laws are a challenge so anything

remotely sophisticated or technologically advanced needs to be guarded

well and yet the market is so big that if you are not happy about

supplying, your competition will be. So what do you do?

Walking a thin wire is what most big suppliers are doing in China. The

idea is to supply to the China's industry and yet keep your secrets

to yourself. If you re BorgWarner - which has three joint ventures

and one wholly owned subsidiary in China - you make the simple things

in the joint-venture plants where they will leak but will not really

damage and the real complicated stuff in the wholly owned subsidiary

where you can guard it with your life. And if BorgWarner's man-in-

charge Freeman Shen can admit it without any qualms in front of a

packed audience then that must be the way to do things in China.

Going by how things are in China, it sounds like everyone is gleefully

sleeping with the enemy, while on Viagra, and yet remembering to wear

a rubber.

The same approach is often used when developing Tier 2s. You handle

everyone and everything with the clinical precision of a surgeon. One

does need China's Tier 2s as those are the guys that will drive costs

down and yet one has to be careful on the quality front and the

secrecy front. So plastics in China, but forgings in India (where they

have apparently greater expertise) and electronics and embedded

software in an underground facility in Sacramento. And yet electronics

is what will be the cheapest to manufacture in China, says the top guy

in strategy for TRW in China. So what does one do? Perhaps manufacture

in China and breed a large number of sniffer dogs? The practice is

often to manufacture 99% of the stuff in China and leave that vital 1%

to your home base.

Suppliers like BorgWarner employ other means of IP protection as well.

The supplier has decided to put all its future apples in a basket

called Ningbo so that it generates a large number of jobs in the area.

Then it simply tells the local state government that we employ your

guys so you better protect our IPs.

Source: News.tootoo.com (http://news.tootoo.com/) 

news.tootoo.com, which is the shortcut to China's industrical resource belonging to China's leading B2B Portal and Vertical Search Engine, tootoo.com.

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