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Trade War Shifts Tlhahiso ea Elektronike

US e bonts'a kholo e tsitsitseng ea tlhahiso ea lisebelisoa tsa elektroniki.Phetoho ea karolelano ea likhoeli tse tharo ha e bapisoa le selemo se fetileng (3/12) ka Hlakubele 2019 e ne e le 6.2%, khoeli ea bo12 e latellanang ea kholo ka holimo ho 5%.Tlhahiso ea elektronike ea Chaena e ntse e fokotseha, ka March 2019 3/12 kholo ea 8.2%, e tšoanang le 8.3% ka February.Sena se tšoaea lekhetlo la pele kholo ea tlhahiso ea lisebelisoa tsa elektroniki tsa China e theohile ka tlase ho 10% ho tloha ka Pulungoana 2016. Linaha tse 28 tsa European Union (EU) li bonts'itse ho theoha ha tlhahiso ea elektroniki ea 3/12 ka Tšitoe 2018 ho fihlela ka Hlakola 2019 kamora kholo e sa fetoheng empa haholo e ntle. lilemo tse peli pele.

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Tlhahiso ea elektronike linaheng tsa bohlokoa tsa Asia le eona ke setšoantšo se tsoakiloeng.Taiwan joale e na le kholo e phahameng ka ho fetisisa tikolohong eo, ka Hlakubele 2019 3/12 kholo ea 15%, khoeli ea boraro e latellanang ea kholo ea linomoro tse peli.Taiwan e hlaphohetsoe ho fokotseha ha tlhahiso ka 2015 ho fihlela ka 2017. Kholo ea Vietnam 3/12 e theohile ho 1% ka April 2019 ka mor'a kholo e matla lilemong tse peli tse fetileng, e otla ho feta 60% ka December 2017. Korea Boroa, Malaysia, Singapore le Japane kaofela ho fokotseha likhoeling tse 'maloa tse fetileng.Japane e ile ea fokola selemong se fetileng, ha linaha tse ling tse tharo li bile le kholo ea linomoro tse peli ka nako e 'ngoe ka 2018.

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Khohlano ea khoebo e ntseng e tsoela pele lipakeng tsa US le China e bile le phello efe tlhahisong ea lisebelisoa tsa elektroniki?Ha u sheba thepa ea thepa ea elektroniki ea US kotareng ea pele ea 2019 ho bapisoa le selemo se fetileng ho fana ka pontšo ea mekhoa.Kakaretso ea thepa ea elektroniki ea Amerika e ne e le $ 58.8 bilione ho 1Q 2019, e theohile ka $ 2 billion kapa 3.4% ho tloha 1Q 2018. Lintho tse tsoang Chaena li ne li theohile ka $ 3.7 bilione, kapa 11%.Lihlahisoa tse tsoang Mexico li ne li tsitsitse ho $10.9 bilione.Vietnam e hlahile e le mohloli oa boraro o moholo oa thepa ea elektroniki ea US, ka $ 4.4 bilione ho 1Q 2019, ho nyoloha ka $ 2.2 billion kapa 95% ho tloha selemong se fetileng.Taiwan e ne e le mohloli oa bone o moholo ka ho fetisisa, ka $ 2.2 bilione, ho nyoloha ka 45% ho tloha selemong se fetileng.Thailand le linaha tse ling tse ngata li bontšitse ho theoha ha thepa ea elektroniki ea US ho tloha selemong se fetileng.Keketseho e tsitsitseng ea tlhahiso ea lisebelisoa tsa elektroniki tsa US joalo ka ha ho bonts'itsoe kaholimo ha thepa e tsoang kantle e theohile e bonts'a phetoho e ka bang teng ea tlhahiso ea lisebelisoa tsa elektroniki ho khutlela US.

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Lilemong tse 'nè tse fetileng ka February 2015 rona Semiconductor Intelligence re ile ra ngola ka ho hlaha ha Vietnam e le moetsi oa lisebelisoa tsa elektronike.Khohlano ea khoebo ea US-China e potlakisitse kholo ea tlhahiso ea lisebelisoa tsa elektroniki tsa Vietnam.Mehlala ea phetoho e kenyelletsa:

· Ka Mmesa, LG Electronics e phatlalalitse hore e tla emisa tlhahiso ea li-smartphones Korea Boroa le ho fetolela tlhahiso ho ea Vietnam.

· Mohlahisi oa boraro oa lithelevishene tse kholo ka ho fetisisa lefatšeng, TCL ea Chaena, ka Hlakola e qalile kaho ea setsi se seholo sa tlhahiso ea TV Vietnam.

· Key Tronic, moetsi oa konteraka ea thehiloeng US, o lebeletse ho tlosa tlhahiso e itseng ho tloha Chaena ho ea Vietnam ka ho buloa ha fektheri e ncha Vietnam ka July.

Taiwan e boetse e ruile molemo phehisanong ea khoebo ea Amerika le China.Sengoliloeng sa April Bloomberg se re lik'hamphani tse 40 tsa Taiwan li khutlisetsa tlhahiso Taiwan ho tsoa Chaena, li thusoa ke likhothatso tse tsoang mmusong oa Taiwan.Likhamphani tsena li tsetela US$6.7 bilione 'me li rera ho theha mesebetsi e fetang 21,000.

Le hoja phetoho ea tlhahiso ea elektronike ho tloha Chaena ho ea linaheng tse ling tsa Asia e potlakisitsoe ke khang ea hona joale ea khoebo, mokhoa ona o bile teng lilemong tse 'maloa tse fetileng.Likhamphani tsa machaba li tsamaisa tlhahiso ho ea Vietnam le linaheng tse ling ka lebaka la litšenyehelo tse tlase tsa basebetsi, maemo a matle a khoebo le ho buleha ho matsete a kantle ho naha.


Nako ea poso: 23-03-21
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