I-US ibonisa ukukhula okuzinzileyo kwimveliso yombane.Utshintsho oluphakathi kweenyanga ezintathu xa kuthelekiswa nonyaka odlulileyo (3/12) ngoMatshi ka-2019 lwaluyi-6.2%, inyanga ye-12 ilandelelana yokukhula ngaphezu kwe-5%.Imveliso ye-elektroniki yaseTshayina iyancipha, ngo-Matshi 2019 3/12 ukukhula kwe-8.2%, kufana ne-8.3% ngoFebruwari.Oku kuphawula okokuqala ukukhula kwemveliso ye-elektroniki yaseTshayina kuye kwacotha ngaphantsi kwe-10% ukususela ngoNovemba 2016. Amazwe angama-28 e-European Union (EU) abonise ukuhla kwe-3/12 yemveliso ye-elektroniki ngoDisemba 2018 ukuya kuFebruwari 2019 kulandela ukukhula okuguquguqukayo kodwa ubukhulu becala kwiminyaka emibini edlulileyo.
Imveliso ye-Electronics kumazwe aphambili aseAsia nayo ingumfanekiso oxubileyo.I-Taiwan ngoku inokukhula okuphezulu kummandla, ngo-Matshi 2019 3/12 ukukhula kwe-15%, inyanga yesithathu elandelelanayo yokukhula kwamanani amabini.I-Taiwan ifumene ukuhla kwemveliso ngo-2015 ukuya ku-2017. Ukukhula kwe-Vietnam 3/12 kwehle ukuya kwi-1% ngo-Epreli ka-2019 kulandela ukukhula okuqinileyo kule minyaka mibini idlulileyo, ibetha ngaphezu kwe-60% ngoDisemba 2017. I-South Korea, iMalaysia, iSingapore kunye neJapan zonke ukwehla kwezi nyanga zimbalwa zidlulileyo.IJapan ibibuthathaka kulo nyaka uphelileyo, ngelixa amanye amazwe amathathu ebenokukhula okuphindwe kabini kwinqanaba elithile ngo-2018.
Yeyiphi impembelelo ingxabano yorhwebo eqhubekayo phakathi kwe-US ne-China ibe nayo kwimveliso yombane?Ukujonga ukuthengiswa kwe-US kwezixhobo ze-elektroniki kwikota yokuqala ye-2019 ngokuchasene nonyaka odlulileyo kunika isibonakaliso seendlela.Kukonke ukuthengiswa kwe-US kwezixhobo zombane bekungama-58.8 eebhiliyoni zeedola kwi-1Q ka-2019, phantsi kweebhiliyoni ezi-2 okanye i-3.4% ukusuka kwi-1Q ka-2018.Ukuthengwa kwempahla evela eMexico kubambe ngokuzinzileyo kwi-10.9 yeebhiliyoni zeedola.IVietnam iye yavela njengowona mthombo wesithathu ngobukhulu wokungeniswa kwe-elektroniki yase-US, kunye ne-4.4 yeebhiliyoni zeedola kwi-1Q ka-2019, inyuse i-2.2 yeebhiliyoni zeedola okanye i-95% kunyaka ophelileyo.I-Taiwan ibingowesine ngobukhulu, kunye ne-2.2 yeebhiliyoni zeedola, inyuke nge-45% ukusuka kunyaka ophelileyo.IThailand kunye namanye amazwe amaninzi abonise ukwehla kokungeniswa kwe-elektroniki kwe-US ukusuka kunyaka ophelileyo.Ukukhula okuthe gqolo kwemveliso ye-elektroniki yase-US njengoko kubonisiwe ngasentla ngelixa ukuthengwa kwempahla kumazwe angaphandle kwehlile kubonisa utshintsho olunokwenzeka lwemveliso yombane ebuyela e-US.
Kwiminyaka emine edlulileyo ngoFebruwari 2015 thina kwi-Semiconductor Intelligence sabhala malunga nokuvela kweVietnam njengomvelisi we-electronics.Ingxabano yokurhweba yase-US-China iye yakhawuleza ukukhula kwemveliso ye-elektroniki yaseVietnam.Imizekelo yotshintsho ibandakanya:
Ngo-Epreli, i-LG Electronics yabhengeza ukuba iyakuyeka ukuvelisa ii-smartphones eMzantsi Korea kunye nokutshintsha ukwenziwa kweVietnam.
· Umvelisi wesithathu kamabonakude omkhulu kwihlabathi, iTCL yaseTshayina, ngoFebruwari yaqalisa ukwakhiwa kwendawo enkulu yokuvelisa iTV eVietnam.
· I-Key Tronic, umenzi wekhontrakthi esekwe e-US, ulindele ukutshintsha imveliso ethile ukusuka e-China ukuya eVietnam ngokuvulwa komzi-mveliso omtsha eVietnam ngoJulayi.
I-Taiwan iye yaxhamla kwingxabano yorhwebo yase-US kunye neChina.Inqaku lika-Aprili Bloomberg lithi iinkampani ezingama-40 zaseTaiwan zibuyisela imveliso ethile eTaiwan zisuka eTshayina, zincedwa yinkuthazo evela kurhulumente waseTaiwan.Ezi nkampani zenza utyalo-mali lwe-US$6.7 yeebhiliyoni kwaye ziceba ukudala imisebenzi engaphezu kwama-21,000.
Nangona ukutshintshwa kwemveliso ye-elektroniki ukusuka e-China ukuya kwamanye amazwe ase-Asia kuye kwakhawuleziswa yingxabano yorhwebo yangoku, umkhwa ubekho kule minyaka imbalwa idlulileyo.Iinkampani zamazwe ngamazwe zihambisa imveliso eVietnam nakwamanye amazwe ngenxa yeendleko eziphantsi zabasebenzi, iimeko zorhwebo ezifanelekileyo kunye nokuvuleleka kutyalo-mali lwangaphandle.
Ixesha lokuposa: 23-03-21