Against the backdrop of the tariff war, domestic companies such as BYD and Luxshare are accelerating their layout of overseas production bases in Mexico, Malaysia, and other countries, driving structural changes in the demand for production line equipment. Based on the current characteristics of industrial chain transfer and market demand, the following products may become popular areas for manufacturers such as SUNQIT:
1、 New energy vehicle and component production line
Battery Pack Automated Assembly Line
BYD's Mexico factory avoids tariffs through localized production, with battery pack assembly meeting the requirement of a 75% localization rate in the North American supply chain. CATL and other companies are also laying out battery assembly lines in Mexico, driving demand for high-precision welding, cell sorting and other equipment.
Motor and transmission system production line
BYD adopts self-developed rare earth free permanent magnet motor technology, which requires supporting equipment such as efficient winding and magnetic steel assembly; The Mexican factory also needs to localize the motor assembly line to avoid "origin washing" inspections.
Intelligent driving system testing platform
The Huawei intelligent driving system is installed in export vehicles and requires specialized testing equipment such as sensor calibration and algorithm verification.
2、 Flexible Manufacturing System for Electronic Products
Modular intelligent assembly line
The Mexican electronics industry cluster adopts the "Chinese core components+local assembly" model, which requires modular production lines that support rapid changeover and are suitable for products such as TWS earphones and smart wearables.
High precision SMT mounting equipment
Lixun and other OEM companies are transferring production capacity to promote the demand for precision surface mount machines and AOI testing equipment, especially for models that are suitable for small batch and multi batch production.
3、 New energy related supporting equipment
Photovoltaic module automation production line
Longi Green Energy's Malaysia factory is in full production and requires equipment such as laminating machines and string welding machines; Tianhe Solar's Thailand base also requires efficient packaging lines to reduce tariff costs.
Energy storage system integration line
BYD's Thailand factory covers the Southeast Asian market, driving demand for equipment such as battery cluster assembly and BMS testing.
4、 Intelligent logistics and warehousing solutions
AGV flexible logistics system
In order to shorten the delivery cycle, Chinese funded factories in Mexico need an intelligent handling system that connects production and warehousing, supporting multi vehicle hybrid production scheduling.
Cross border Warehouse Management System
When enterprises evade tariffs through Mexico transit, they need to support WMS software for container exchange in bonded zones and traceability of certificates of origin.
5、 Key common technology equipment
Industrial robots and end effectors
In localized production, high compatibility robots are required for welding, spraying and other processes, especially for open control systems with multi brand collaboration.
Supply Chain Digitization Platform
To meet the requirements of supply chain traceability in the United States, it is necessary to integrate a transparent management system of ERP/MES and monitor the North American localization rate indicators in real time.
Market competition strategy suggestions
Focusing on modular design: to meet the rapid construction needs of enterprises, we have launched a production line solution that can be disassembled, transported, and deployed within 72 hours.
Strengthen localization services: Establish technical service centers in Mexico and Malaysia to provide tariff compliance consulting and equipment maintenance support.
Joint ecological partners: Collaborate with upstream manufacturers such as Huawei and CATL to develop customized equipment, forming technical barriers.
Contact person: Kalisa
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