Kusukela maphakathi no-Mashi, abathintwe ukusabalala kwalolu bhubhane emhlabeni wonke, i-India, iVietnam, iPhilippines, iMalaysia, iSingapore namanye amazwe amemezele izindlela “zokuvalwa kwedolobha” ezisukela engxenyeni yenyanga kuya enyangeni, okwenza abatshalizimali bakhathazeke. mayelana nomthelela wochungechunge lwemboni yezogesi emhlabeni jikelele.

Ngokusho kokuhlaziywa kwe-India, Singapore, Vietnam nezinye izimakethe, sikholelwa ukuthi:

1) uma “ukuvalwa kwedolobha” e-India kusetshenziswa isikhathi eside, kuzoba nomthelela omkhulu esidingweni samaselula, kodwa kube nomthelela olinganiselwe kuchungechunge lokuhlinzekwa kwempahla emhlabeni jikelele;
I-2) I-Singapore ne-Malaysia zingabathengisi abakhulu bemikhiqizo ye-semiconductor eningizimu-mpumalanga ye-Asia kanye nesixhumanisi esibalulekile ku-global supply chain. Uma ubhubhane lushuba e-Singapore nase-Malaysia, lungase luthinte ubudlelwano bokunikezwa kanye nesidingo semikhiqizo yokuhlola evaliwe nokugcinwa.
3) ukufuduka kokukhiqiza kwamaShayina okwenziwa yiVietnam eminyakeni embalwa edlule kuyisisekelo esikhulu somhlangano eningizimu-mpumalanga ye-Asia. Ukulawula okuqinile e-Vietnam kungase kuthinte umthamo wokukhiqiza we-Samsung nezinye izinhlobo, kodwa sikholelwa ukuthi amandla okukhiqiza ase-China angase athathelwe indawo.
Futhi qaphela;
I-4) umthelela "wokuvalwa kwedolobha" e-Philippines naseThailand ku-MLCC nokunikezwa kwe-hard disk.

Ukuvalwa kwe-India kuthinta isidingo samaselula futhi kunomthelela olinganiselwe ohlangothini lokuhlinzeka emhlabeni jikelele.

E-India, "ukuvalwa kwedolobha" kwezinsuku ezingama-21 sekwenziwe kusukela ngoMashi 25, futhi konke ukuhanjiswa okuku-inthanethi nokungaxhunyiwe ku-inthanethi kumisiwe.
Ngomthamo, i-India iyimakethe yesibili ngobukhulu emhlabeni ilandela i-China, ibalwa ku-12% wokuthengiswa kwamaselula emhlabeni jikelele kanye no-6% wokuthengiswa kwamaselula emhlabeni ngo-2019. "Ukuvalwa kwedolobha" kunomthelela omkhulu ku-Xiaomi (4Q19 India ukwabelana ngo-27.6%, i-India 35%), i-Samsung (4Q19 India yabelana ngo-20.9%, i-India 12%), njll. Kodwa-ke, ngokombono we-supply chain, i-India ikakhulukazi ingenisa imikhiqizo ye-elekthronikhi, futhi uchungechunge lwezimboni luhlanganiselwa imakethe yasekhaya yaseNdiya, ngakho “ukuvalwa kwedolobha” kwelaseNdiya kunomthelela omncane kuwo wonke umhlaba.

I-Singapore kanye ne-Malaysia zingabathengisi abakhulu bezinto ze-elekthronikhi eningizimu-mpumalanga ye-Asia, ezigxile ekuhloleni nasekugcineni.

I-Singapore kanye ne-Malaysia bangabathengisi abakhulu bezinto ze-elekthronikhi nezingxenye eningizimu-mpumalanga ye-Asia. Ngokusho kwedatha ye-UN Comtrade, ukuthunyelwa kwe-elektroniki kwe-Singapore/Malaysia kusifinyelele ku-$128/83 billion ngo-2018, kanti i-CAGR ka-2016-2018 yayingu-6% / 19%. Imikhiqizo eyinhloko ethunyelwa ngaphandle ihlanganisa ama-semiconductors, ama-hard drive nokunye.
Ngokusho kokubuyekezwa kwethu, njengamanje, izinkampani eziyi-17 ze-semiconductor ezinkulu emhlabeni zinezindawo ezibalulekile zokukhiqiza eSingapore noma eMalaysia eseduze, phakathi kwazo izinkampani eziyisi-6 zezinkampani ezinkulu zokuhlola zinezisekelo zokukhiqiza eSingapore, ziklelisa phezulu ngokwenani lochungechunge lwezimboni. izixhumanisi. Ngokusho kuka-Yole, ngo-2018, imikhakha emisha kanye ne-ma yabalelwa cishe u-7% wemali engenayo yomhlaba wonke (ngendawo), kanye ne-micron, inkampani ekhanda inkumbulo, ibalwa cishe ngama-50% womthamo wayo eSingapore.
Sikholelwa ukuthi ukuthuthuka okuqhubekayo kokuqubuka kwamahhashi amasha kuzoletha ukungaqiniseki okukhulu ekuhlolweni okuvalwe uphawu emhlabeni wonke nasekukhiqizweni kwenkumbulo.

IVietnam iyona ehlomula kakhulu ekuphumeni kokukhiqiza okuvela eChina.

Kusukela ngo-2016 kuya ku-2018, ukuthunyelwa kwe-electronics yaseVietnam kukhule ngo-23% we-CAGR yaya kuma-dollar ayizigidi eziyizinkulungwane ezingama-86.6, okuyenze yaba umthengisi we-electronics wesibili ngobukhulu eningizimu-mpumalanga ye-Asia ngemuva kwe-Singapore kanye nesizinda sokukhiqiza esibalulekile semikhiqizo emikhulu yamaselula njenge-Samsung. Ngokusho kokubuyekezwa kwethu, i-hon hai, i-lishun, i-shunyu, i-ruisheng, i-goer nezinye abakhiqizi bezinto ze-elekthronikhi nabo banezisekelo zokukhiqiza eVietnam.
I-Vietnam izoqala "i-quarantine yomphakathi wonke" yezinsuku ezingu-15 kusukela ngo-Ephreli 1. Silindele ukuthi uma ukulawula kukhula noma ubhubhane luba namandla, ukuhlanganiswa kwe-samsung nezinye izinhlobo kuzothinteka, kuyilapho umthamo omkhulu wokukhiqiza we-apula ne-Chinese brand chain. isazoba seShayina futhi umthelela uzoba mncane.

I-Philippines inaka umthamo wokukhiqiza we-MLCC, iThailand inaka amandla okukhiqiza ama-hard disk, futhi i-Indonesia inethonya elincane.

Inhloko-dolobha yasePhilippines, iManila, iqoqe izimboni zabakhiqizi abahamba phambili emhlabeni beMLCC abanjengoMurata, Samsung Electric, kanye neTaiyo Yuden. Sikholelwa ukuthi i-Metro Manila "izovala idolobha" noma ithinte ukunikezwa kwama-MLCC emhlabeni jikelele. I-Thailand iyisizinda esikhulu sokukhiqiza ama-hard disk emhlabeni. Sikholelwa ukuthi “ukuvalwa” kungase kuthinte ukunikezwa kwamaseva namakhompyutha edeskithophu. I-Indonesia iyizwe elinesibalo esikhulu sabantu kanye ne-GDP eNingizimu-mpumalanga ye-Asia kanye nemakethe enkulu yabathengi bamaselula eNingizimu-mpumalanga ye-Asia. Ngo-2019, i-Indonesia yabalelwa ku-2.5% / 1.6% wokuthunyelwa kweselula kanye nenani lomhlaba wonke, ngokulandelana. Isabelo somhlaba wonke sisephansi. Asilindele ukuletha isidingo somhlaba wonke. Ukuze ube nomthelela omkhulu.