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Economic Outlook n° 1187 | Special Report | The Reindustrialization of the United States


Euler Hermes


California CANADA Seatle Olympia


WASHINGTON Salem


Portland OREGON Boise IDAHO Carson City San Francisco


CALIFORNIA Sacramento


Salt Lake City NEVADA UTAH Los Angeles ARIZONA Santa Fe Phoenix NEW MEXICO Dallas TEXAS Austin Pacific Ocean MEXICO Houston New Orleans Tallahassee


COLORADO Denver


WYOMING Cheyenne NORTH DAKOTA Helena MONTANA Bismarck


SOUTH DAKOTA Sioux Falls


NEBRASKA Lincoln Topeka


Oklahoma City OKLAHOMA KANSAS


MINNESOTA St. Paul IOWA Des Moines


WISCONSIN Madison


Chicago ILLINOIS Springfield


MISSOURI Jefferson City


ARKANSAS Little Rock LOUISIANA


MISSISSIPPI Jackson


Baton Rouge FLORIDA Miami Atlantic Ocean


ALABAMA Montgomery


Atlanta GEORGIA


Indianapolis INDIANA


MICHIGAN Lansing


Detroit


Columbus OHIO


Frankfort KENTUCKY Nashville TENNESSEE Columbia SOUTH CAROLINA Raleigh NORTH CAROLINA


NEW YORK Albany


New York


PENNSYLVANIA Harrisburg


Washington WEST Charleston


VIRGINIA Richmond


The largest state economy in the U.S. Augusta Montpellier


VERMONT Providence


MAINE Concord Detroit MASSACHUSETTS RHODE ISLAND


CONNECTICUT Hartfort


NEW JERSEY Philadelphia


Trenton VIRGINIA


GDP for the manufacturing industry in California is $230 billion or 12% of all U.S. manufacturing. The concentration of industries within California manu- facturing is shown in Table 12 below. The first column indicates that computer and electronic products comprise 31% of all the manufacturing in California, by far the largest single industry. Along with petro- leum and coal product manufacturing, these top two industries are responsible for nearly half of the manu- facturing output of California. There are significant contributions from food beverage, and tobacco, and chemicals as well. The second column indicates that of all the compu- ter and electronic products manufactured in the U.S., 25% of it is made in California. California also pro- duces 21% of all the U.S. petroleum and coal pro- ducts. And once again there are significant contribu- tions from food, beverage and tobacco, and chemi- cals as well.


▶ Computer and Electronic Products Manufacturing


The computer industry is clearly the shining star in California manufacturing. The industry is heavily concentrated in the Silicon Valley region surrounding San Francisco. Corporations such as Apple, Cisco, Facebook, Google, Intel, and others have added tens of thousands of jobs and created billions in wealth over the past decade. The development of the indus- try is something of a random historical accident, lar- gely emerging from innovations at Stanford Univer- sity. As the industry blossomed in the 1980s, a secon- dary industry of venture capital formed in the region, helping to fuel growth. California’s share of total ven- ture capital funding in the U.S. is approximately 50%, the majority of which has gone into hi-tech indus- tries. Part of the remarkable growth surrounding the industry is due to the multiplier effect where one new job creates other related jobs, as in venture capital. The Milken Institute estimates that in the computer manufacturing industry one new job may create as many as 16 others.


L. California’s ID


% of California % of total US manufacturing in California


Manufacturing


Computers and electronic products Petroleum and coal products


Food, beverage and tabacco products Chemicals


Miscellaneous


Fabricated metal products Machinery


Other transportation equipment Plastics and rubber products


Source: BEA


100% 31% 17% 10% 9% 7% 5% 4% 5% 2%


13% 25% 21% 10% 9%


17% 9% 7%


12% 7%


These fast-growing businesses do require a highly educated and highly paid workforce. The San Fran- cisco Bay area has the highest percentage of college graduates in the U.S. workforce; 44% vs. 28% nation- wide. This is a hallmark of industries where the U.S. does not have to compete on labor costs; rather they compete on high quality, high value-added produc- tion.


Maintaining competitive advantage in this industry is critical, and the federal government should help in this effort. Educational standards in science, math, and engineering must be raised. Legal immigration must be promoted to keep talented workers on these shores after college graduation, instead of sending ◾◾◾


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