international sharp comments丨the us is planning to ban the use of chinese software and hardware in connected cars. what is it planning?
2024-09-26
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"this is the latest move by the united states to suppress chinese cars and is clear trade protectionism," "a 'one-size-fits-all' approach cannot cut off the competitiveness of chinese cars," and "it will have a negative impact on the global supply chain."... on the 23rd local time, after the u.s. department of commerce proposed banning connected cars and self-driving cars on u.s. roads from using software and hardware developed in china, international public opinion generally expressed doubts and criticisms.
cui dongshu, secretary general of the china passenger car market information joint conference, told international sharp comments that, looking at the world, china's software and hardware in the field of intelligent connected vehicles are mass-produced and meet international standards, and china's production and supply chain is also the safest and most effective. at present, china's automotive hardware exports to the united states are mainly basic parts such as tires and wheels, and software mainly involves autonomous driving systems, but very few are exported to the united states. the new "ban" by the united states is a serious mistake. it is actually further "decoupling and breaking the chain", which will bring more uncertainty to the global automotive industry.
over the past year, the united states has frequently taken actions against china's auto industry. in august last year, the office of the united states trade representative announced that it would assess the challenges brought by the rapid growth of china's electric vehicle manufacturing and exports, and include them in the review of the "301 tariffs"; in february this year, the us government announced that it would focus on investigating the so-called "cyber risks" brought by china's connected cars on the grounds of so-called "national security", and intended to ban cars sold in the united states from using relevant chinese systems and hardware; us commerce secretary raimondo and other officials made alarmist remarks, slandering chinese auto companies for collecting personal data in the united states, which posed "significant risks"; last week, the us government decided to impose a 100% tariff on chinese electric vehicles in an attempt to further curb china's auto industry.
it is not difficult to see that the us is targeting the entire industrial chain of chinese electric and smart cars, from restricting the import of complete vehicles to disabling systems and parts. according to reuters and other media, the us is doing this to prevent highly competitive chinese cars from entering the us market, thereby buying time for the us auto industry to establish a supply chain for connected cars. other analysts believe that the us banning chinese software and hardware in the field of smart connected cars is actually judging others by its own standards. as jeffrey sachs, director of the center for sustainable development at columbia university, told the media, the us government may be projecting its own plans to install malware in certain connected systems.
looking deeper, there are political intentions behind this. li haidong, a professor at the china foreign affairs university, told international sharp comments that putting normal economic activities under the rubric of "national security" is a consistent practice of american politicians in recent years to smear and suppress china. it is also their routine to create an anti-china consensus among the people, with the aim of paving the way for more extreme policies toward china in the future.
in addition, cnn noted that the timing of the us ban is intriguing. as the election approaches, the election campaign between the two parties in the united states is becoming increasingly fierce, and showing toughness against china has become a bargaining chip to attract attention. the united states is a traditional automotive powerhouse, and the automotive industry is not only an economic issue, but also a political issue. in particular, several "swing states" where auto workers are concentrated have become the focus of the two parties in the united states. the us government's escalation of suppression of the chinese auto industry at this time also has electoral political factors.
facts have repeatedly proved that the practice of using administrative orders to cut off the industrial chain does not work, especially in the field of intelligent connected vehicles where the global industrial chain is deeply integrated. as a highly integrated and complex industry, the replacement of automotive software and hardware involves complex compatibility testing, certification processes and cost considerations, which is difficult to achieve overnight. in this industry, chinese companies have become an ideal choice for multinational automakers by virtue of their technological and cost advantages in producing sensors, lidar and other software and hardware.
for this reason, gm, toyota, volkswagen, hyundai and other major automakers in the world have said that their systems "cannot be easily replaced with systems or hardware from different suppliers", and it is almost impossible to completely exclude the influence of chinese technology and parts. the new york times warned the us government not to isolate the domestic auto market from the world and turn the united states into "a place with backward auto industry and full of expensive and fuel-consuming large cars". it can be seen that this move by the us side is unpopular and hurts others and itself.
"it is not that china has violated trade rules, but that the united states has made a strategic mistake." this is the view of joseph stiglitz, a famous american economist and former chairman of the government's council of economic advisers, on the sino-us economic and trade frictions. according to the plan, the us government has 30 days to accept public comments on the new "ban" on chinese cars. they should listen to the demands and rational voices of the domestic industry and immediately stop the actions that harm others and themselves. china will resolutely safeguard its legitimate rights and interests. china's automobile industry relies on technological innovation and safety and reliability to win the market. the united states should not use its own path to speculate on china and mirror china.
(international sharp comments commentator)
