Ukusukela phakathi ukuya ngasekupheleni kuka-Matshi, achatshazelwe kukusasazeka kobhubhane, iIndiya, iVietnam, iiPhilippines, iMalaysia, iSingapore kunye namanye amazwe abhengeze amanyathelo "okuvalwa kwesixeko" ukusuka kwisiqingatha senyanga ukuya kwinyanga, okubangela ukuba abatyali mali baxhalabe. malunga nefuthe letsheyini yoshishino lwe-elektroniki yehlabathi.

Ngokohlalutyo lwaseIndiya, eSingapore, eVietnam kunye nezinye iimarike, sikholelwa ukuba:

I-1) ukuba "ukuvalwa kwesixeko" e-Indiya kuphunyezwa ixesha elide, kuya kuba nefuthe elikhulu kwiimfuno zeefowuni eziphathwayo, kodwa impembelelo elinganiselweyo kwikhonkco lokubonelela ngehlabathi;
I-2) I-Singapore kunye neMalaysia ngabathengisi abakhulu beemveliso ze-semiconductor kumzantsi-mpuma we-Asia kunye nekhonkco elibalulekileyo kwikhonkco lokubonelela ngehlabathi. Ukuba ubhubhani uye uqatsele eSingapore naseMalaysia, unokuchaphazela unikezelo kunye nemfuno yobudlelwane bovavanyo olutywiniweyo kunye neemveliso zokugcina.
3) Ukufuduswa kwemveliso yaseTshayina okwenziwa yiVietnam kwiminyaka embalwa edlulileyo yeyona ndawo iphambili yendibano kumzantsi-mpuma weAsia. Ulawulo olungqongqo eVietnam lunokuchaphazela amandla emveliso ye-Samsung kunye nezinye iimveliso, kodwa sikholelwa ukuba umthamo wemveliso waseTshayina unokutshintshwa.
Kwakhona qaphela;
I-4) impembelelo "yokuvalwa kwesixeko" ePhilippines naseThailand kwi-MLCC kunye ne-hard disk supply.

Ukuvalwa kweIndiya kuchaphazela imfuno yefowuni ephathwayo kwaye kunempembelelo encinci kwicala lonikezelo lwehlabathi.

EIndiya, “ukuvalwa kwesixeko” kangangeentsuku ezingama-21 kuye kwaphunyezwa ukusukela nge-25 kaMatshi, kwaye zonke izinto ezikwi-intanethi kunye ne-offline ziye zanqunyanyiswa.
Ngokumalunga nomthamo, iIndiya yindawo yesibini yentengiso yeefowuni eziphathwayo emhlabeni emva kweTshayina, ithatha i-12% yentengiso yeefowuni eziphathwayo zehlabathi kunye ne-6% yeentengiso zeselfowuni zehlabathi ngo-2019. "Ukuvalwa kwesixeko" kunempembelelo enkulu kwi-Xiaomi (4Q19 India isabelo 27.6%, India 35%), Samsung (4Q19 India ukwabelana 20.9%, India 12%), njl. Nangona kunjalo, ngokwembono yekhonkco lokubonelela, i-India ikakhulu ingenisa iimveliso ze-elektroniki, kwaye ikhonkco lezoshishino lidityaniswa kakhulu imarike yasekhaya yaseIndiya, ngoko “ukuvalwa kwesixeko” kweIndiya kunempembelelo encinane kwihlabathi liphela.

I-Singapore kunye neMalaysia ngabona bathumela izinto ngaphandle kwe-elektroniki kwi-Asia-mpuma ye-Asia, egxile kuvavanyo kunye nokugcinwa.

I-Singapore kunye ne-Malaysia zezona zithumela ngaphandle izinto ze-elektroniki kunye namacandelo kumzantsi-mpuma we-Asia. Ngokutsho kwedatha ye-UN Comtrade, i-Singapore / iMalaysia i-electronic exports ifikelele kuthi i-$ 128 / 83 yezigidigidi kwi-2018, kwaye i-CAGR ye-2016-2018 yayiyi-6% / 19%. Iimveliso eziphambili ezithunyelwa ngaphandle ziquka i-semiconductors, ii-hard drives njalo njalo.
Ngokophononongo lwethu, okwangoku, iinkampani ezili-17 eziphambili zehlabathi zinezixhobo ezibalulekileyo zemveliso eSingapore okanye eMalaysia ekufutshane, phakathi kwazo iinkampani ezi-6 zeenkampani zovavanyo ezinkulu zineziseko zokuvelisa eSingapore, zibeke phezulu ngokwenani leenkampani ezithengisayo. amakhonkco. Ngokutsho kweYole, ngo-2018, amacandelo amatsha kunye ne-ma athatha malunga ne-7% yengeniso yehlabathi (ngendawo), kunye ne-micron, inkampani ye-memory-head, ibalwa malunga ne-50% yomthamo wayo eSingapore.
Sikholelwa ukuba uphuhliso olongezelelweyo lokuqhambuka kwehashe elitsha luya kuzisa ukungaqiniseki okukhulu kuvavanyo olutywiniweyo lwehlabathi kunye nokuveliswa kwenkumbulo.

IVietnam lelona lixhamliweyo kwimfuduko yemveliso evela eTshayina.

Ukusukela ngo-2016 ukuya kowama-2018, ukuthunyelwa kwe-elektroniki kweVietnam kukhule nge-23% ye-CAGR ukuya kwi-86.6 yeebhiliyoni zeedola, nto leyo eyenza ukuba ibe yindawo yesibini ethumela ngaphandle kwe-elektroniki enkulu kumazantsi-mpuma e-Asia emva kweSingapore kunye nesiseko esibalulekileyo semveliso yeemveliso ezinkulu zeselfowuni ezifana ne-Samsung. Ngokophononongo lwethu, i-hon hai, i-lishun, i-shunyu, i-ruisheng, i-goer kunye nabanye abavelisi bezinto zombane baneziseko zemveliso eVietnam.
IVietnam iya kuqalisa iintsuku ze-15 "i-quarantine yoluntu lonke" ukususela ngo-Ephreli 1. Silindele ukuba ukuba ulawulo luqina okanye ubhubhane luqinisa, indibano ye-samsung kunye nezinye iimpawu ziya kuchaphazeleka, ngelixa amandla okuvelisa i-apula kunye ne-Chinese brand chain. iya kuba se-China kwaye impembelelo iya kuba ncinane.

I-Philippines inika ingqalelo kwi-MLCC umthamo wokuvelisa, iThailand inikela ingqalelo kwi-hard disk umthamo wokuvelisa, kwaye i-Indonesia inempembelelo encinci.

Inkunzi yePhilippines, iManila, iqokelele iifektri zabakhiqizi be-MLCC abahamba phambili emhlabeni njenge-Murata, i-Samsung Electric, kunye ne-Taiyo Yuden. Sikholelwa ukuba iMetro Manila "iya kuvala isixeko" okanye ichaphazele unikezelo lweeMLCC kwihlabathi jikelele. IThailand sesona siseko semveliso yeediski ezinzima emhlabeni. Sikholelwa ukuba "ukuvalwa" kunokuchaphazela unikezelo lweeseva kunye neePC zedesktop. I-Indonesia lelona lizwe linabantu abaninzi kunye ne-GDP kuMzantsi-mpuma we-Asia kunye neyona ntengiso inkulu yabathengi befowuni kuMzantsi-mpuma we-Asia. Ngo-2019, i-Indonesia yathatha i-2.5% / 1.6% yokuthunyelwa kweefowuni eziphathwayo zehlabathi kunye nexabiso, ngokulandelanayo. Isabelo sisonke sehlabathi sisephantsi. Asilindelanga ukuzisa imfuno yehlabathi. Ukuba nempembelelo enkulu.