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Trade War Shifts Electronics Production

Tebchaws Asmeskas tab tom qhia txog kev loj hlob tsis tu ncua hauv kev tsim khoom siv hluav taws xob.Peb-hli-qhov nruab nrab hloov pauv piv rau ib xyoos dhau los (3/12) hauv lub Peb Hlis 2019 yog 6.2%, 12 lub hlis sib law liag ntawm kev loj hlob siab dua 5%.Tuam Tshoj cov khoom siv hluav taws xob tau poob qis, nrog rau lub Peb Hlis 2019 3/12 kev loj hlob ntawm 8.2%, zoo ib yam li 8.3% hauv Lub Ob Hlis.Qhov no yog thawj zaug Tuam Tshoj cov khoom siv hluav taws xob kev loj hlob tau qeeb qis dua 10% txij li lub Kaum Ib Hlis 2016. Lub 28 lub teb chaws ntawm European Union (EU) tau pom qhov poob qis hauv 3/12 hluav taws xob ntau lawm thaum Lub Kaum Ob Hlis 2018 txog Lub Ob Hlis 2019 tom qab tsis hloov pauv tab sis feem ntau qhov kev loj hlob zoo. ua ntej ob xyoos.

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Kev tsim hluav taws xob hauv cov teb chaws Esxias tseem ceeb kuj yog cov duab sib xyaw.Taiwan tam sim no muaj kev loj hlob siab tshaj plaws hauv cheeb tsam, nrog rau lub Peb Hlis 2019 3/12 kev loj hlob ntawm 15%, lub hli thib peb ntawm kev loj hlob ob tus lej.Taiwan tau rov qab los ntawm kev lag luam poob qis hauv 2015 txog 2017. Nyab Laj txoj kev loj hlob 3/12 tau qeeb mus rau 1% hauv lub Plaub Hlis 2019 tom qab kev loj hlob muaj zog nyob rau ob xyoos dhau los, tsoo ntau dua 60% thaum Lub Kaum Ob Hlis 2017. Kaus Lim Qab Teb, Malaysia, Singapore thiab Nyij Pooj yog tag nrho. ntsib kev poob qis hauv ob peb lub hlis dhau los.Nyiv tau qaug zog dhau xyoo tas los, thaum lwm lub tebchaws peb lub tebchaws tau nce ob tus lej ntawm qee lub sijhawm hauv 2018.

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Dab tsi cuam tshuam rau kev lag luam tsis tu ncua ntawm Asmeskas thiab Tuam Tshoj tau cuam tshuam rau kev tsim khoom siv hluav taws xob?Saib ntawm Asmeskas kev xa khoom ntawm cov khoom siv hluav taws xob hauv thawj peb lub hlis twg ntawm 2019 piv rau ib xyoo dhau los muab qhov qhia txog cov qauv.Tag nrho Asmeskas kev xa khoom ntawm cov khoom siv hluav taws xob yog $ 58.8 nphom hauv 1Q 2019, nqis $ 2 nphom lossis 3.4% los ntawm 1Q 2018. Ntshuam los ntawm Tuam Tshoj tau nqis $ 3.7 billion, lossis 11%.Ntshuam los ntawm Mexico tuav ruaj khov ntawm $ 10.9 billion.Nyab Laj tau tshwm sim los ua qhov thib peb loj tshaj plaws ntawm Asmeskas kev xa khoom hluav taws xob, nrog $ 4.4 nphom hauv 1Q 2019, nce $ 2.2 nphom lossis 95% ntawm ib xyoos dhau los.Taiwan yog qhov thib plaub loj tshaj plaws, nrog $ 2.2 nphom, nce 45% los ntawm ib xyoos dhau los.Thaib thiab lwm lub tebchaws feem ntau pom qhov poob ntawm US cov khoom siv hluav taws xob xa tawm los ntawm ib xyoos dhau los.Kev loj hlob tsis tu ncua ntawm Asmeskas cov khoom siv hluav taws xob raws li qhia saum toj no thaum kev xa khoom tau poob qis qhia tau tias qee qhov kev hloov pauv ntawm cov khoom siv hluav taws xob rov qab mus rau Asmeskas

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Plaub xyoos dhau los thaum Lub Ob Hlis 2015 peb ntawm Semiconductor Intelligence tau sau txog qhov tshwm sim ntawm Nyab Laj ua ib lub chaw tsim khoom siv hluav taws xob.Kev tsis sib haum xeeb ntawm Asmeskas-Tuam Tshoj tau ua rau kev loj hlob ntawm Nyab Laj cov khoom siv hluav taws xob.Piv txwv ntawm kev hloov pauv muaj xws li:

· Lub Plaub Hlis, LG Electronics tshaj tawm tias nws yuav tsum tsis txhob tsim cov xov tooj smartphones hauv Kaus Lim Qab Teb thiab hloov chaw tsim khoom mus rau Nyab Laj.

· Lub ntiaj teb thib peb cov neeg tsim khoom loj tshaj plaws ntawm TV, Tuam Tshoj TCL, thaum Lub Ob Hlis pib tsim lub chaw tsim khoom loj hauv TV hauv Nyab Laj.

· Key Tronic, ib lub chaw tsim khoom cog lus hauv Teb Chaws Asmeskas, cia siab tias yuav hloov qee qhov kev tsim khoom los ntawm Tuam Tshoj mus rau Nyab Laj nrog kev qhib lub Hoobkas tshiab hauv Nyab Laj thaum Lub Xya Hli.

Taiwan kuj tau txais txiaj ntsig los ntawm Asmeskas kev lag luam tsis sib haum xeeb nrog Suav.Ib tsab xov xwm Lub Plaub Hlis Bloomberg tau hais tias 40 lub tuam txhab Taiwanese tab tom hloov qee qhov kev tsim khoom rov qab mus rau Taiwan los ntawm Tuam Tshoj, tau pab los ntawm kev txhawb nqa los ntawm tsoomfwv Taiwan.Cov tuam txhab no tau nqis peev US $ 6.7 nphom thiab npaj tsim ntau dua 21,000 txoj haujlwm.

Txawm hais tias kev hloov pauv ntawm cov khoom siv hluav taws xob los ntawm Tuam Tshoj mus rau lwm lub tebchaws Asia tau nrawm dua los ntawm kev sib cav txog kev lag luam tam sim no, qhov sib txawv tau nyob hauv ob peb xyoos dhau los.Cov tuam txhab lag luam thoob ntiaj teb tab tom txav kev tsim khoom mus rau Nyab Laj thiab lwm lub teb chaws vim tias cov nqi zog qis dua, kev lag luam zoo thiab kev qhib rau kev lag luam txawv teb chaws.


Post lub sij hawm: 23-03-21
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