Kubva pakati-kusvika-kupera kwaKurume, yakakanganiswa nekupararira kwepasi rose kwedenda, India, Vietnam, Philippines, Malaysia, Singapore nedzimwe nyika dzakazivisa "kuvharwa kweguta" matanho kubva pahafu yemwedzi kusvika pamwedzi, zvichiita kuti vanoisa mari vazvidye mwoyo. nezve kukanganisa kweindasitiri yemagetsi epasi rose.
Zvinoenderana nekuongorora kweIndia, Singapore, Vietnam nemamwe misika, isu tinotenda kuti:
1) kana "kuvharwa kweguta" muIndia kuchiitwa kwenguva yakareba, kuchava nekukanganisa kukuru pakudiwa kwenharembozha, asi kunokanganisa kushomeka kwepasi rose;
2) Singapore neMalaysia ndivo vatengesi vakuru vezvigadzirwa zve semiconductor kumaodzanyemba kwakadziva kumabvazuva kweAsia uye chinongedzo chakakosha mucheni yekugovera pasi rose.Kana denda rikawedzera muSingapore neMalaysia, rinogona kukanganisa hukama hwekugovera uye hwekuda kwezvakavharwa bvunzo uye zvigadzirwa zvekuchengetedza.
3) iyo yekuChina kugadzira kutamiswa kwakaitwa neVietnam mumakore mashoma apfuura ndiyo nzvimbo huru yegungano kumaodzanyemba kwakadziva kumabvazuva kweAsia.Kudzora kwakasimba muVietnam kunogona kukanganisa kugadzirwa kweSamsung uye mamwe mabhureki, asi isu tinotenda kuti iyo Chinese yekugadzira huwandu inogona kutsiviwa.
Uyewo ziva;
4) kukanganisa kwe "kuvharwa kweguta" muPhilippines neThailand paMLCC uye hard disk supply.
Kuvharwa kweIndia kunokanganisa kudiwa kwenharembozha uye kune zvishoma zvinokanganisa chikamu chepasi rose chekugovera.
MuIndia, "kuvharwa kweguta" kwemazuva makumi maviri nerimwe kwakatangwa kubva munaKurume 21, uye zvese zvepamhepo uye zvekunze zvakamiswa.
Panyaya yehuwandu, India ndiyo yechipiri pamusika mukuru wenharembozha mushure meChina, ichiverengera gumi nemaviri muzana yekutengesa nharembozha pasi rose uye 6% yekutengeswa kwenharembozha pasi rose muna 2019. "Kuvharwa kweguta" kune simba guru paXiaomi (4Q19 India). share 27.6%, India 35%), Samsung (4Q19 India share 20.9%, India 12%), etc. Zvisinei, kubva pakuona kwekutengesa, India inonyanya kuunza kunze kwenyika zvigadzirwa zvemagetsi, uye cheni yeindasitiri inonyanya kuunganidzwa. musika wepamusha weIndia, saka “kuvharwa kweguta” kweIndia hakuna zvakunoita pasi rose.
Singapore neMalaysia ndivo vakanyanya kutengesa zvinhu zvemagetsi kumaodzanyemba kwakadziva kumabvazuva kweAsia, vachitarisa pakuedza uye kuchengetedza.
Singapore neMalaysia ndivo vanotengesa hombe zvemagetsi zvikamu uye zvikamu kumaodzanyemba kwakadziva kumabvazuva kweAsia.Zvinoenderana nedata reUN Comtrade, Singapore/Malaysia zvigadzirwa zvemagetsi zvakasvika kwatiri $128/83 bhiriyoni muna 2018, uye CAGR ye2016-2018 yaive 6% / 19%.Zvigadzirwa zvikuru zvinotengeswa kunze kwenyika zvinosanganisira semiconductors, hard drive uye zvichingodaro.
Zvinoenderana nekuongorora kwedu, pari zvino, gumi nemanomwe emakambani makuru epasirese semiconductor ane nzvimbo dzakakosha dzekugadzira muSingapore kana pedyo neMalaysia, pakati pawo matanhatu emakambani makuru ebvunzo ane mabhesi ekugadzira muSingapore, achiisa yepamusoro maererano nehuwandu hwemaindasitiri ketani. links.Sekureva kwaYole, muna 2018, iwo matsva uye ma sector akaverengera 7% yemari yepasirese (nenzvimbo), uye micron, kambani-yemusoro-musoro kambani, yakaverengera ingangoita makumi mashanu muzana ekugona kwayo muSingapore.
Isu tinotenda kuti kumwe kusimukira kwekubuda kwebhiza idzva kuchaunza kusavimbika kukuru kubvunzo dzepasi rose dzakavharwa uye kugadzirwa kwendangariro.
Vietnam ndiyo inowana mubatsiri mukuru wekubuda mukugadzira kubva kuChina.
Kubva 2016 kusvika 2018, zvigadzirwa zvemagetsi zveVietnam zvakakura ne23% yeCAGR kusvika 86.6 mabhiriyoni emadhora, zvichiita kuti ive yechipiri pakukura mutengesi wemagetsi kumaodzanyemba kwakadziva kumabvazuva kweAsia mushure meSingapore uye hwaro hwakakosha hwekugadzira hukuru hwemafoni emhando seSamsung.Zvinoenderana nekuongorora kwedu, hon hai, lishun, shunyu, ruisheng, goer uye zvimwe zvigadzirwa zvemagetsi vagadziri vanewo mabhesi ekugadzira muVietnam.
Vietnam ichatanga 15-zuva "yose nharaunda quarantine" kubva muna Kubvumbi 1. Isu tinotarisira kuti kana kutonga kwakawedzera kana denda rikawedzera, kuungana kwesamsung nemamwe mabhureki kuchakanganiswa, nepo hukuru hwekugadzira apuro neChinese brand chain. ichange ichiri kuChina uye kukanganisa kunenge kuri kushoma.
Iyo Philippines inoteerera kune MLCC yekugadzira kugona, Thailand inoteerera kune yakaoma disk kugadzira kugona, uye Indonesia ine simba shoma.
Guta guru rePhilippine, Manila, rakaunganidza mafekitori evagadziri veMLCC vanotungamira pasi rose vakaita saMurata, Samsung Electric, uye Taiyo Yuden.Isu tinotenda kuti Metro Manila "ichavhara guta" kana kukanganisa kupihwa kweMLCCs pasi rese.Thailand ndiyo yakakura pasi rose hard disk kugadzira base.Isu tinotenda kuti "kuvhara" kunogona kukanganisa kupihwa kwemaseva uye maPC edesktop.Indonesia ndiyo nyika ine vanhu vakawanda uye GDP muSoutheast Asia uye musika mukuru wevatengi venharembozha muSoutheast Asia.Muna 2019, Indonesia yakaverengera 2.5% / 1.6% yepasi rose nharembozha kutumira uye kukosha, zvichiteerana.Chikamu chenyika yose chichiri chakaderera.Hatitarisiri kuunza zvinodiwa pasi rose.Kuve nemhedzisiro yakakura.