Kuyambira pakati mpaka kumapeto kwa Marichi, omwe akhudzidwa ndi kufalikira kwa mliri wapadziko lonse lapansi, India, Vietnam, Philippines, Malaysia, Singapore ndi mayiko ena alengeza njira "zotseka mizinda" kuyambira theka la mwezi mpaka mwezi, zomwe zikupangitsa kuti osunga ndalama azikhala ndi nkhawa. za zotsatira za makampani opanga zamagetsi padziko lonse lapansi.

Malinga ndi kuwunika kwa India, Singapore, Vietnam ndi misika ina, timakhulupirira kuti:

1) ngati "kutsekedwa kwa mzinda" ku India kukugwiritsidwa ntchito kwa nthawi yaitali, kudzakhala ndi zotsatira zazikulu pakufunika kwa mafoni a m'manja, koma zotsatira zochepa pazitsulo zapadziko lonse;
2) Singapore ndi Malaysia ndi omwe amagulitsa katundu wa semiconductor kum'mwera chakum'mawa kwa Asia komanso ulalo wofunikira pamayendedwe apadziko lonse lapansi. Mliriwu ukachulukira ku Singapore ndi Malaysia, ukhoza kusokoneza ubale wopezeka ndi kufunikira kwa zinthu zosindikizidwa zoyeserera ndi zosungira.
3) kusamuka kwa China komwe kunachitika ndi Vietnam m'zaka zingapo zapitazi ndiye msonkhano waukulu kum'mwera chakum'mawa kwa Asia. Kuwongolera mwamphamvu ku Vietnam kungakhudze kuchuluka kwa Samsung ndi mitundu ina, koma tikukhulupirira kuti mphamvu yaku China ikhoza kusinthidwa.
Komanso dziwani;
4) zotsatira za "kutsekedwa kwa mzinda" ku Philippines ndi Thailand pa MLCC ndi hard disk supply.

Kutsekedwa kwa India kumakhudza kufunikira kwa mafoni am'manja ndipo kumakhudza pang'ono gawo lapadziko lonse lapansi.

Ku India, "kutsekedwa kwa mzinda" kwa masiku 21 kwakhazikitsidwa kuyambira pa Marichi 25, ndipo zida zonse zapaintaneti komanso zopanda intaneti zayimitsidwa.
Pankhani yakuchulukirachulukira, India ndiye msika wachiwiri waukulu kwambiri padziko lonse lapansi wa mafoni am'manja pambuyo pa China, womwe umakhala ndi 12% yogulitsa mafoni a m'manja padziko lonse lapansi komanso 6% yazogulitsa mafoni padziko lonse lapansi mu 2019. "Kutsekedwa kwa mzinda" kumakhudza kwambiri Xiaomi (4Q19 India kugawana 27,6%, India 35%), Samsung (4Q19 India kugawana 20.9%, India 12%), etc. msika waku India, motero “kutsekedwa kwa mizinda” ku India sikukhudza dziko lonse lapansi.

Singapore ndi Malaysia ndi omwe amagulitsa kwambiri zinthu zamagetsi kumwera chakum'mawa kwa Asia, akuyang'ana kwambiri kuyesa ndi kusunga.

Singapore ndi Malaysia ndi omwe amagulitsa kwambiri zinthu zamagetsi ndi zigawo zake kum'mwera chakum'mawa kwa Asia. Malinga ndi data ya UN Comtrade, zotumizira zamagetsi ku Singapore/Malaysia zidatifikira $128/83 biliyoni mu 2018, ndipo CAGR ya 2016-2018 inali 6% / 19%. Zogulitsa zazikulu zomwe zimatumizidwa kunja zimaphatikizapo semiconductors, hard drive ndi zina zotero.
Malinga ndi ndemanga yathu, pakali pano, 17 mwa makampani akuluakulu a semiconductor padziko lapansi ali ndi malo opangira zinthu zofunika kwambiri ku Singapore kapena ku Malaysia yapafupi, pakati pa makampani akuluakulu 6 omwe amayesa ali ndi maziko opangira ku Singapore, akuyika pamwamba pa chiwerengero cha mafakitale. maulalo. Malinga ndi Yole, mu 2018, magawo atsopano ndi ma adatenga pafupifupi 7% ya ndalama zapadziko lonse lapansi (kutengera malo), ndipo micron, kampani yokumbukira kukumbukira, idatenga pafupifupi 50% ya mphamvu zake ku Singapore.
Tikukhulupirira kuti kupititsa patsogolo kufalikira kwa kavalo watsopano kubweretsa kusatsimikizika kwakukulu pakuyesa kosindikizidwa padziko lonse lapansi komanso kupanga kukumbukira.

Vietnam ndiye wopindula kwambiri pakuchoka ku China.

Kuchokera mu 2016 mpaka 2018, katundu wamagetsi ku Vietnam adakula ndi 23% ya CAGR kufika pa madola 86.6 biliyoni, zomwe zimapangitsa kuti ikhale yachiwiri kugulitsa zamagetsi kumwera chakum'mawa kwa Asia pambuyo pa Singapore komanso malo ofunikira opangira mafoni akuluakulu monga Samsung. Malinga ndi ndemanga yathu, hon hai, lishun, shunyu, ruisheng, goer ndi zipangizo zina zamagetsi zamagetsi zimakhalanso ndi maziko opangira ku Vietnam.
Vietnam idzayamba masiku a 15 "kupatula anthu onse" kuyambira pa Epulo 1. Tikuyembekeza kuti ngati ulamulirowo ukukulirakulira kapena mliri ukukulirakulira, msonkhano wa samsung ndi mitundu ina udzakhudzidwa, pomwe mphamvu yayikulu yopanga ma apulo ndi ma brand a China. adzakhalabe ku China ndipo zotsatira zake zidzakhala zochepa.

Dziko la Philippines limatchera khutu ku mphamvu yopangira MLCC, Thailand imatchera khutu ku mphamvu yopangira ma hard disk, ndipo Indonesia ili ndi mphamvu zochepa.

Likulu la dziko la Philippines, Manila, lasonkhanitsa mafakitale opanga MLCC otsogola padziko lonse lapansi monga Murata, Samsung Electric, ndi Taiyo Yuden. Tikukhulupirira kuti Metro Manila "itseka mzindawu" kapena kusokoneza ma MLCC padziko lonse lapansi. Thailand ndiye maziko opangira ma hard disk padziko lonse lapansi. Tikukhulupirira kuti "kutseka" kungakhudze kupezeka kwa ma seva ndi ma PC apakompyuta. Indonesia ndiye dziko lomwe lili ndi anthu ambiri komanso GDP ku Southeast Asia komanso msika waukulu kwambiri wogula mafoni ku Southeast Asia. Mu 2019, Indonesia idatenga 2.5% / 1.6% yazotumiza ndi mtengo wapadziko lonse lapansi, motsatana. Gawo lonse lapadziko lonse lapansi likadali lotsika. Sitikuyembekezera kubweretsa zofuna zapadziko lonse lapansi. Kukhala ndi chikoka chachikulu.