Kuva urugendo rwagati rwatinze, rwibasiwe n’ikwirakwizwa ry’icyorezo ku isi, Ubuhinde, Vietnam, Filipine, Maleziya, Singapuru ndetse n’ibindi bihugu byatangaje ingamba zo “gufunga umujyi” kuva mu gice cy’ukwezi kugeza ku kwezi, bigatuma abashoramari bahangayika. kubyerekeranye n'ingaruka zurwego rwa elegitoroniki yinganda.

Dukurikije isesengura ry’Ubuhinde, Singapore, Vietnam ndetse n’andi masoko, twemera ko:

1) niba "gufunga umujyi" mubuhinde bishyizwe mubikorwa igihe kirekire, bizagira ingaruka zikomeye kubisabwa kuri terefone zigendanwa, ariko bigira ingaruka nke muburyo bwo gutanga amasoko ku isi;
2) Singapore na Maleziya n’ibicuruzwa byohereza ibicuruzwa biva mu mahanga mu majyepfo y’amajyepfo ya Aziya kandi ni ihuriro rikomeye mu gutanga amasoko ku isi. Niba icyorezo gikabije muri Singapuru no muri Maleziya, birashobora kugira ingaruka ku itangwa n’ibisabwa by’ibizamini bifunze hamwe n’ibicuruzwa bibitswe.
3) kwimura ibicuruzwa byabashinwa byakozwe na Vietnam mumyaka mike ishize nicyo kigo gikuru giterane mu majyepfo yuburasirazuba bwa Aziya. Igenzura rikomeye muri Vietnam rishobora kugira ingaruka kubushobozi bwa Samsung nibindi bicuruzwa, ariko twizera ko ubushobozi bwabashinwa bushobora gusimburwa.
Menya kandi;
4) ingaruka zo "gufunga umujyi" muri Philippines na Tayilande kuri MLCC no gutanga disiki ikomeye.

Ifungwa ry’Ubuhinde rigira ingaruka kuri terefone igendanwa kandi rifite ingaruka nke ku isi itanga isoko.

Mu Buhinde, “gufunga umujyi” iminsi 21 byashyizwe mu bikorwa kuva ku ya 25 Werurwe, kandi ibikoresho byose byo kuri interineti no kuri interineti byahagaritswe.
Ku bijyanye n’ubunini, Ubuhinde n’isoko rya kabiri ku isi rya telefoni zigendanwa nyuma y’Ubushinwa, rikaba rifite 12% by’igurisha rya terefone igendanwa ku isi na 6% by’igurisha rya terefone igendanwa ku isi muri 2019. "Gufunga Umujyi" bigira ingaruka zikomeye kuri Xiaomi (4Q19 Ubuhinde mugabane 27,6%, Ubuhinde 35%), Samsung (4Q19 Ubuhinde bugabana 20.9%, Ubuhinde 12%), nibindi. isoko ryimbere mu Buhinde, bityo "gufunga umujyi" mubuhinde ntacyo bihindura ku isi yose.

Singapore na Maleziya n’ibicuruzwa byinshi byohereza ibicuruzwa bya elegitoronike mu majyepfo y’iburasirazuba bwa Aziya, byibanda ku kugerageza no kubika.

Singapore na Maleziya n’ibicuruzwa byinshi byohereza ibicuruzwa bya elegitoroniki n'ibigize mu majyepfo y'uburasirazuba bwa Aziya. Nk’uko imibare ya UN Comtrade ibigaragaza, muri Singapuru / Maleziya twohereza mu mahanga ibikoresho bya elegitoronike byatugejeje kuri miliyari 128/83 z'amadolari muri 2018, naho CAGR yo mu 2016-2018 yari 6% / 19%. Ibicuruzwa nyamukuru byoherezwa hanze birimo semiconductor, disiki zikomeye nibindi.
Dukurikije uko twabisuzumye, kuri ubu, ibigo 17 by’amasosiyete akomeye ku isi bifite ibikoresho by’ingirakamaro muri Singapuru cyangwa hafi ya Maleziya, muri byo 6 mu masosiyete akomeye y’ibizamini afite ibikorerwa muri Singapuru, biza ku isonga mu bijyanye n’umubare w’inganda z’inganda amahuza. Nk’uko Yole abitangaza ngo mu mwaka wa 2018, imirenge mishya na ma yinjije hafi 7% byinjira ku isi (ukurikije aho biherereye), naho micron, isosiyete ikora ibijyanye no kwibuka, yari hafi 50% y’ubushobozi bwayo muri Singapuru.
Twizera ko kurushaho guteza imbere icyorezo cy’amafarashi bizazana gushidikanya ku bizamini byafunzwe ku isi no kubyara.

Vietnam ni yo yungukirwa cyane no kuva mu Bushinwa.

Kuva mu mwaka wa 2016 kugeza 2018, ibikoresho bya elegitoroniki byo muri Vietnam byoherezwa mu mahanga byiyongereyeho 23% bya CAGR bigera kuri miliyari 86,6 z'amadolari y'Amerika, bituma biba ku mwanya wa kabiri mu bihugu byohereza ibicuruzwa bya elegitoroniki mu majyepfo y'uburasirazuba bwa Aziya nyuma ya Singapuru ndetse n'ikigo gikomeye cyo gukora ibicuruzwa bikomeye bya terefone zigendanwa nka Samsung. Dukurikije uko twabisuzumye, hon hai, lishun, shunyu, ruisheng, goer n’ibindi bikoresho bya elegitoroniki nabyo bifite ibirindiro muri Vietnam.
Vietnam izatangira “karantine ya societe yose” yiminsi 15 guhera 1 Mata bizakomeza kuba mubushinwa kandi ingaruka zizaba nke.

Abanyafilipine bitondera ubushobozi bwa MLCC, Tayilande yitondera ubushobozi bwo gukora disiki ikomeye, kandi Indoneziya ntigira ingaruka nke.

Umurwa mukuru wa Philippines, Manila, wakusanyije inganda z’inganda zikora ku isi MLCC nka Murata, Samsung Electric, na Taiyo Yuden. Twizera ko Metro Manila "izafunga umujyi" cyangwa izagira ingaruka ku itangwa rya MLCCs kwisi yose. Tayilande nicyo kigo gikomeye cyo gukora disiki ikomeye. Twizera ko "gufunga" bishobora guhindura itangwa rya seriveri na PC ya desktop. Indoneziya nicyo gihugu gifite abaturage benshi na GDP mu majyepfo y’amajyepfo ya Aziya n’isoko rinini rya terefone igendanwa muri Aziya y’Amajyepfo y’Amajyepfo. Muri 2019, Indoneziya yari ifite 2,5% / 1,6% byoherejwe na terefone igendanwa ku isi ndetse n’agaciro. Umugabane rusange ku isi uracyari hasi. Ntabwo dushaka kuzana ibyifuzo byisi yose. Kugira ingaruka nini.