Mai ka waena o ka lā Malaki, i hoʻopilikia ʻia e ka hoʻolaha honua o ka maʻi ahulau, India, Vietnam, Philippines, Malaysia, Singapore a me nā ʻāina ʻē aʻe i hoʻolaha i nā hana "pani ʻana o ke kūlanakauhale" mai ka hapalua mahina a i hoʻokahi mahina, e hopohopo ai nā mea hoʻopukapuka. e pili ana i ka hopena o ke kaulahao ʻoihana uila honua.

Wahi a ka loiloi o India, Singapore, Vietnam a me nā mākeke ʻē aʻe, ke manaʻoʻiʻo nei mākou:

1) inā hoʻokō ʻia ka "pani o ke kūlanakauhale" ma India no ka manawa lōʻihi, e loaʻa ka hopena nui i ka noi no nā kelepona paʻa, akā he hopena palena ʻole i ka pae honua;
2) ʻO Singapore a me Malaysia nā mea kūʻai nui o nā huahana semiconductor ma Asia hikina hikina a he loulou koʻikoʻi i ke kaulahao lako honua. Inā piʻi ka maʻi maʻi ma Singapore a me Malaysia, hiki iā ia ke hoʻopili i ka pili o ka hoʻolako ʻana a me ke koi ʻana o nā hōʻike hoʻopaʻa ʻia a me nā huahana mālama.
3) ʻO ka hoʻoneʻe ʻana o ka hana Kina i hana ʻia e Vietnam i nā makahiki i hala iho nei ʻo ia ka waihona kumu nui ma Asia hikina hikina. Hiki ke hoʻopili ʻia ka mana koʻikoʻi ma Vietnam i ka mana hana o Samsung a me nā hōʻailona ʻē aʻe, akā ke manaʻoʻiʻo nei mākou hiki ke hoʻololi ʻia ka mana hana Kina.
E makaala no hoi;
4) ka hopena o ka "pani ʻana o ke kūlanakauhale" ma Philippines a me Thailand ma MLCC a me ka lako diski paʻakikī.

Hoʻopili ka pani ʻana o India i ka noi kelepona paʻa a ua liʻiliʻi ka hopena ma ka ʻaoʻao lako honua.

Ma India, ua hoʻokō ʻia kahi "pani ʻana o ke kūlanakauhale" 21 mau lā mai Malaki 25, a ua hoʻokuʻu ʻia nā loiloi pūnaewele a me waho.
Ma ke ʻano o ka nui, ʻo India ka lua o ka mākeke kelepona kelepona nui loa ma ka honua ma hope o Kina, ʻo ia ka 12% o nā kūʻai kelepona kelepona honua a me 6% o nā kūʻai kelepona kelepona honua ma 2019. kaʻana like 27,6%, India 35%), Samsung (4Q19 India mahele 20,9%, India 12%), etc. Eia naʻe, mai ka manaʻo o ke kaulahao lako, ʻo India ka mea lawe mai i nā huahana uila, a ʻo ke kaulahao ʻoihana i ʻākoakoa nui no ka mākeke kūloko o India, no laila ʻaʻohe hopena liʻiliʻi o ka "pani ʻana o ke kūlanakauhale" o India i ke koena o ka honua.

ʻO Singapore a me Malaysia ka mea kūʻai nui loa o nā mea uila ma ka hikina hema o Asia, e kālele ana i ka hoʻāʻo a me ka mālama ʻana.

ʻO Singapore a me Malaysia ka mea kūʻai nui loa i nā ʻāpana uila a me nā ʻāpana ma Asia hikina hikina. Wahi a ka ʻikepili UN Comtrade, ua hōʻea nā mea uila uila o Singapore/Malaysia iā mākou i $ 128/83 biliona ma 2018, a ʻo ka CAGR o 2016-2018 he 6% / 19%. ʻO nā huahana nui i lawe ʻia i waho, ʻo ia nā semiconductor, hard drive a pēlā aku.
Wahi a kā mākou loiloi, i kēia manawa, ʻo 17 o nā hui semiconductor nui o ka honua i loaʻa nā hale hana koʻikoʻi ma Singapore a i ʻole kokoke i Malaysia, ma waena o 6 o nā ʻoihana hoʻāʻo nui i loaʻa nā kumu hana ma Singapore, e hoʻokūkū ana i ka poʻokela ma ke ʻano o ka helu o nā kaulahao ʻoihana. nā loulou. Wahi a Yole, i ka makahiki 2018, ua helu ʻia nā ʻāpana hou a me ka ma kahi o 7% o ka loaʻa kālā o ka honua (ma ka wahi), a ʻo ka micron, kahi hui poʻo hoʻomanaʻo, ua helu ʻia ma kahi o 50% o kona hiki ma Singapore.
Ke manaʻoʻiʻo nei mākou ʻo ka hoʻomohala hou ʻana o ka puka lio hou e lawe mai i ka maopopo ʻole i ka hōʻike hoʻopaʻa paʻa honua a me ka hana hoʻomanaʻo.

ʻO Vietnam ka mea pōmaikaʻi nui loa o ka hana ʻana mai Kina.

Mai 2016 a 2018, ua hoʻonui ʻia nā mea uila uila o Vietnam e 23% o CAGR i 86.6 biliona kālā, ʻo ia ka lua o ka mea hoʻopuka uila nui loa ma Asia hikina ma hope o Singapore a me kahi kumu hana nui no nā kelepona kelepona nui e like me Samsung. Wahi a kā mākou loiloi, hon hai, lishun, shunyu, ruisheng, goer a me nā mea hana uila ʻē aʻe i loaʻa nā kumu hana ma Vietnam.
E hoʻomaka ana ʻo Vietnam i kahi "kuikahi hui holoʻokoʻa" he 15 mau lā mai ʻApelila 1. Manaʻo mākou inā e piʻi ka mana a i ʻole ka maʻi ahulau, e hoʻopilikia ʻia ka hui ʻana o Samsung a me nā hōʻailona ʻē aʻe, ʻoiai ka mana hana nui o ka apple a me ke kaulahao hōʻailona Kina. e mau ana ma Kina a e emi ana ka hopena.

Hoʻolohe ka Philippines i ka mana hana MLCC, nānā ʻo Thailand i ka hiki ke hana paʻa diski, a ʻoi aku ka liʻiliʻi o Indonesia.

ʻO ke kapikala o ka Philippines, Manila, ua hōʻiliʻili i nā hale hana o nā mea hana MLCC alakaʻi honua e like me Murata, Samsung Electric, a me Taiyo Yuden. Ke manaʻoʻiʻo nei mākou ʻo Metro Manila e "pani i ke kūlanakauhale" a i ʻole e hoʻopili i ka lako o nā MLCC ma ka honua holoʻokoʻa. ʻO Thailand ka papa hana paʻa diski nui o ka honua. Manaʻo mākou e pili ana ka "pani" i ka lako o nā kikowaena a me nā PC desktop. ʻO Indonesia ka ʻāina me ka nui o ka heluna kanaka a me ka GDP ma Asia Hema a me ka mākeke kelepona kelepona nui loa ma Asia Hema. I ka makahiki 2019, ua helu ʻo Indonesia i 2.5% / 1.6% o nā hoʻouna kelepona kelepona honua a me ka waiwai, kēlā me kēia. Aia nō ka haʻahaʻa o ke ao holoʻokoʻa. ʻAʻole mākou e manaʻo e lawe mai i ka noi honua. No ka loaʻa ʻana o ka hopena nui aʻe.