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by mikey_p 1962 days ago
The whole import argument doesn't really hold up very well. The only companies that really challenge John Deere at the high end of the market are Case, Claas and Fendt. The US market is still dominated by the US manufacturers due to the sheer logistics of importing these large machines, and the lack of dealer networks.

Also, you'd be kidding yourself if you think Claas or Fendt are any less reliant on proprietary software at this point.

2 comments

I've heard the lack of dealer networks is one of the key points against competitors. Those networks serve as a parts and systems replacements logistics multiplier. Implicit 'insurance' against crop loss is built in to that high price.

Logically some kind of insurance against opportunity loss due to equipment issues, and/or better logistics supply for parts would probably aid competition.

Yes, and the imports similarly failed to challenge Ford, GM, and Dodge muscle cars of the 60s and 70s. But Toyota, Nissan, Honda etc. didn't start at the high end, either.

The US market is dominated by US manufacturers due to inertia, all manufacturers are following the same formula of foreign subcomponents and domestic steel.