On February 1, local time, the US government announced that all goods imported from China will be based on current relevant taxes.10% pricecovering electric vehicles, lithium batteries, semiconductors and3D print equipmentand many other strategic industries. This policy not only increases supply costs on the American market directly, but also obliges China’s 3D printing industry to speed up technological breakthroughs and global disposition adjustments.
The data show that in 2024, the total export value of the Chinese 3D printing industry reached 9.371 billion yuan, including the export scale of 3D printing to the United States has reached 3.053 billion yuan, representing 37.4% of the total export volume of the industry. However, with the increase in prices, the most direct impact will be the increase in the sale price of the export terminal for 3D printing equipment, which will directly weaken the price competitiveness of Chinese companies. In this context, American customers can reduce their purchase of Chinese 3D printing equipment and turn to local brands or other alternative suppliers, still affecting the share of Chinese companies on the American market.
01 “Bidirectional pressure”: Transmission of costs and risks of technical cut
The Chinese 3D printing industry faces the double attack on “exports are blocked + increase in import costs”. Upstream, basic components such as high precision lasers and digitization galvanometers have long counted on imports from Europe and the United States, and the increase in prices can indirectly increase the costs of supplying national manufacturers; % of the global 3D printing application application, and pricing will encourage businesses. At the same time, large companies with technical obstacles can escape prices by creating factories abroad (such as Southeast Asia) to improve their competitiveness.
02 Accelerate independence technology: the domestic replacement window opens
Pushed by politicians, the local supply chain inaugurates an opportunity for a breakthrough. In terms of basic components, companies such as Berlit accelerate the interior substitution of high power fibers and scanning galvanometers; Imported products advisers; In terms of ecological software construction, GE technology has launched an integrated CAX solution specifically for additive applications, further reducing its dependence on European and American industrial software. These breakthroughs will help improve the independent and controllable capacities of the Chinese 3D printing industry and to improve global competitiveness.
03 changes in the market structure: domestic demand increases to cover the risk of export
In the context of the restricted foreign demand, the interior emerging industries become a key buffer zone. In the field of the aerospace and military industry, the fuse engines and satellite components are widely used for 3D metal printing, and the annual volume of aerospace science purchases and technological companies has increased significantly in sliding annual; The demand for integrated decline molds and light structural parts increased quickly, and byd actively provides 3D printing equipment and vigorously recruits high -end 3D printing talents to promote the upgrade of smart manufacturing; The 3D orthopedic implant 3D print production lines have been included in the multi-provincial centralized supply catalog, and industry applications should inaugurate rapid growth.
With the publication of national domestic manufacturing demand, the 3D printing industry accelerates its development towards independent controllable and value -added value, and should explore new growth points on the domestic market to hide Against the risks caused by changes in the international commercial environment.
04 Long -term world game: 3D printing becomes a “strategic negotiation chip” for advanced manufacturing
The tariff climbing reflects the strategic intention of the United States to limit the rise of China in the field of intelligent manufacturing. As a basic technology in industry 4.0, competition for the domination of the supply chain in 3D printing has exceeded the scope of pure trade and has become part of global technological competition. However, as the Chinese 3D printing industry is gradually maturing, the competitiveness of national businesses in basic technologies, the integration of the industrial channel and market applications continue to increase, and their international influence continues also to increase.
In this context, competition for 3D printing between China and the United States should intensify more, showing a tendency to extend from market competition to supply chains, to technical standards and to industrial ecology. In the future, competition for 3D printing in China and the United States will not only be reflected in competition for products and market share, but can also engage in in-depth games at innovation levels technological, standard formulation of industry and provision of intellectual property.
In general, the industry will accelerate the evolution towards the direction of the triple upgrade of “export to domestic demand, the low -end to the top of the range and autonomous sales to solutions”. Capacities, and promote the 3D printing industry of China. However, in the short term, the industry will always be difficult to avoid certain pain, especially in the issue of “strangulation bottlenecks” of key components, and independent and controllable capacities of the domestic supply chain still need time to unravel.
