Tun daga tsakiyar watan Maris, wanda cutar ta yadu a duniya, Indiya, Vietnam, Philippines, Malaysia, Singapore da sauran kasashe sun ba da sanarwar matakan "rufe birni" daga rabin wata zuwa wata, wanda ya sa masu zuba jari su damu. game da tasirin sarkar masana'antar lantarki ta duniya.

Bisa ga nazarin Indiya, Singapore, Vietnam da sauran kasuwanni, mun yi imani da cewa:

1) idan an aiwatar da "ƙullewar birni" a Indiya na dogon lokaci, zai yi tasiri sosai a kan buƙatar wayoyin hannu, amma iyakanceccen tasiri akan tsarin samar da kayayyaki na duniya;
2) Singapore da Malaysia sune manyan masu fitar da samfuran semiconductor a kudu maso gabashin Asiya kuma muhimmiyar hanyar haɗi a cikin sarkar samar da kayayyaki ta duniya.Idan annobar ta tsananta a Singapore da Malesiya, za ta iya yin tasiri ga wadata da buƙatu na samfuran gwaji da adanawa.
3) Matsar da masana'antun kasar Sin da Vietnam ta yi a cikin 'yan shekarun da suka gabata shi ne babban sansanin taro a kudu maso gabashin Asiya.Tsananin kulawa a Vietnam na iya shafar ƙarfin samarwa na Samsung da sauran samfuran, amma mun yi imanin cewa ana iya maye gurbin ƙarfin samar da Sinawa.
Haka kuma a kula;
4) tasirin "rufe birni" a Philippines da Thailand akan MLCC da wadatar diski.

Rufewar Indiya yana shafar buƙatun wayar hannu kuma yana da iyakacin tasiri a ɓangaren samar da kayayyaki na duniya.

A Indiya, an aiwatar da "rufe birni" na kwanaki 21 tun daga ranar 25 ga Maris, kuma an dakatar da duk kayan aikin kan layi da na layi.
Dangane da girma, Indiya ita ce kasuwa mafi girma ta biyu a duniya bayan China, wanda ke da kashi 12% na tallace-tallacen wayar hannu ta duniya da kashi 6% na tallace-tallacen wayar hannu a duniya a cikin 2019. ”Rufe birni” yana da babban tasiri ga Xiaomi (4Q19 India) share 27.6%, India 35%), Samsung (4Q19 India rabo 20.9%, India 12%), da dai sauransu. Duk da haka, ta fuskar samar da kayayyaki, India ne yafi shigo da kayayyakin lantarki, da kuma masana'antu sarkar da aka yafi harhada don kasuwar cikin gida ta Indiya, don haka “rufe birni” na Indiya ba shi da wani tasiri a sauran duniya.

Singapore da Malaysia sune manyan masu fitar da kayan lantarki a kudu maso gabashin Asiya, suna mai da hankali kan gwaji da adanawa.

Singapore da Malesiya sune manyan masu fitar da kayan lantarki da kayan aikin lantarki a kudu maso gabashin Asiya.Dangane da bayanan Comtrade na Majalisar Dinkin Duniya, fitarwar lantarki ta Singapore/Malaysia ta kai dala biliyan 128/83 a cikin 2018, kuma CAGR na 2016-2018 ya kasance 6% / 19%.Manyan kayayyakin da aka fitar sun hada da semiconductor, hard drive da sauransu.
Bisa ga bitar mu, a halin yanzu, 17 daga cikin manyan kamfanonin semiconductor na duniya suna da mahimman wuraren samar da kayayyaki a Singapore ko Malaysia kusa da su, daga cikinsu 6 daga cikin manyan kamfanonin gwaji suna da wuraren samar da kayayyaki a Singapore, suna matsayi mafi girma a cikin adadin sarkar masana'antu. hanyoyin haɗin gwiwa.A cewar Yole, a cikin 2018, sabbin sassan da ma sun kai kusan kashi 7% na kudaden shiga na duniya (ta wurin wuri), kuma micron, kamfani mai kula da ƙwaƙwalwar ajiya, ya kai kusan kashi 50% na ƙarfinsa a Singapore.
Mun yi imanin cewa ci gaba da haɓaka sabon fashewar doki zai kawo rashin tabbas ga gwajin hatimi na duniya da samar da ƙwaƙwalwar ajiya.

Vietnam ita ce ta fi cin gajiyar ƙaura daga China.

Daga 2016 zuwa 2018, fitar da kayan lantarki na Vietnam ya karu da kashi 23% na CAGR zuwa dalar Amurka biliyan 86.6, wanda hakan ya sa ya zama na biyu mafi yawan masu fitar da kayan lantarki a kudu maso gabashin Asiya bayan Singapore kuma muhimmin tushe na samarwa ga manyan samfuran wayar hannu kamar Samsung.Dangane da nazarin mu, hon hai, lishun, shunyu, ruisheng, goer da sauran masana'antun kayan aikin lantarki suma suna da tushe na samarwa a Vietnam.
Vietnam za ta fara keɓancewar al'umma na tsawon kwanaki 15 daga ranar 1 ga Afrilu. Muna sa ran cewa idan matakan ya tsananta ko kuma cutar ta ƙaru, taron samsung da sauran samfuran za su shafi, yayin da babban ƙarfin samar da apple da sarkar alamar Sinawa. har yanzu zai kasance a China kuma tasirin zai ragu.

Philippines ta ba da hankali ga ƙarfin samar da MLCC, Tailandia ta mai da hankali ga ƙarfin samar da faifai, kuma Indonesia ba ta da tasiri.

Babban birnin Philippines, Manila, ya tattara masana'antun manyan masana'antun MLCC na duniya kamar Murata, Samsung Electric, da Taiyo Yuden.Mun yi imanin cewa Metro Manila zai "rufe birnin" ko kuma zai shafi samar da MLCCs a duk duniya.Tailandia ita ce babbar cibiyar samar da hard faifai a duniya.Mun yi imanin cewa “rufewa” na iya shafar wadatar sabobin da kwamfutocin tebur.Indonesiya ita ce kasa mafi yawan jama'a da GDP a kudu maso gabashin Asiya kuma babbar kasuwar masu amfani da wayar hannu a kudu maso gabashin Asiya.A cikin 2019, Indonesia ta sami kashi 2.5% / 1.6% na jigilar wayar hannu da ƙimar duniya, bi da bi.Babban rabon duniya har yanzu yana da ƙasa.Ba ma tsammanin kawo bukatar duniya.Don samun tasiri mafi girma.