US ikuwonetsa kukula kokhazikika pakupanga zamagetsi.Kusintha kwapakati pa miyezi itatu poyerekeza ndi chaka chapitacho (3/12) mu Marichi 2019 kunali 6.2%, mwezi wa 12 wotsatizana wakukula kuposa 5%.Kupanga zamagetsi ku China kukucheperachepera, ndi Marichi 2019 3/12 kukula kwa 8.2%, kofanana ndi 8.3% mu February.Ichi ndi nthawi yoyamba kukula kwa magetsi ku China kwatsika pansi pa 10% kuyambira November 2016. Mayiko 28 a European Union (EU) adawonetsa kuchepa kwa 3/12 kupanga zamagetsi mu December 2018 mpaka February 2019 kutsatira kusakhazikika koma makamaka kukula kwabwino. zaka ziwiri zapitazo.
Kupanga zamagetsi m'maiko akuluakulu aku Asia kulinso chithunzi chosakanikirana.Taiwan tsopano ili ndi kukula kwakukulu m'derali, ndi kukula kwa Marichi 2019 3/12 15%, mwezi wachitatu wotsatizana wa kukula kwa manambala awiri.Taiwan idachira kuchokera ku kuchepa kwa kupanga mu 2015 mpaka 2017. Kukula kwa Vietnam 3/12 kunachepera mpaka 1% mu April 2019 kutsatira kukula kwakukulu kwa zaka ziwiri zapitazi, kugunda 60% mu December 2017. South Korea, Malaysia, Singapore ndi Japan onse ndi akukumana ndi kuchepa m'miyezi ingapo yapitayi.Japan yakhala yofooka chaka chatha, pomwe maiko ena atatu anali ndi kukula kwa manambala awiri nthawi ina mu 2018.
Kodi mkangano wamalonda womwe ukupitilira pakati pa US ndi China wakhudza bwanji kupanga zamagetsi?Kuyang'ana ku US kunja kwa zida zamagetsi m'gawo loyamba la 2019 motsutsana ndi chaka chapitacho kumapereka chisonyezero cha zomwe zikuchitika.Zonse zomwe zidatumizidwa ku US zida zamagetsi zinali $ 58.8 biliyoni mu 1Q 2019, kutsika $ 2 biliyoni kapena 3.4% kuchokera ku 1Q 2018. Zochokera ku China zidatsika $ 3.7 biliyoni, kapena 11%.Zogulitsa kuchokera ku Mexico zidakhazikika pa $ 10.9 biliyoni.Vietnam yatulukira ngati gwero lachitatu lalikulu kwambiri lazinthu zamagetsi ku US, ndi $ 4.4 biliyoni mu 1Q 2019, $ 2.2 biliyoni kapena 95% kuchokera chaka chapitacho.Taiwan inali gwero lachinayi lalikulu, ndi $ 2.2 biliyoni, kukwera 45% kuchokera chaka chapitacho.Thailand ndi mayiko ena ambiri adawonetsa kuchepa kwa katundu wamagetsi ku US kuchokera chaka chapitacho.Kukula kosasunthika kwa kupanga zamagetsi ku US monga tawonera pamwambapa pomwe zolowa kunja zatsika zikuwonetsa kusintha kwazinthu zamagetsi kubwerera ku US.
Zaka zinayi zapitazo mu February 2015 ife ku Semiconductor Intelligence tinalemba za kutuluka kwa Vietnam monga wopanga zamagetsi.Mkangano wamalonda wa US-China walimbikitsa kukula kwa Vietnam electronics kupanga.Zitsanzo za kusinthaku ndi:
· Mu Epulo, LG Electronics idalengeza kuti isiya kupanga mafoni ku South Korea ndikusintha kupanga kupita ku Vietnam.
· Kampani yachitatu padziko lonse lapansi yopanga makanema apakanema, TCL yaku China, mu February idayamba kumanga nyumba yayikulu yopangira ma TV ku Vietnam.
· Key Tronic, wopanga makontrakitala waku US, akuyembekeza kusintha zina kuchokera ku China kupita ku Vietnam ndikutsegulira fakitale yatsopano ku Vietnam mu Julayi.
Taiwan yapindulanso ndi mkangano wamalonda waku US ndi China.Nkhani ya Epulo Bloomberg ikuti makampani 40 aku Taiwan akusuntha zopanga zina kubwerera ku Taiwan kuchokera ku China, mothandizidwa ndi zolimbikitsidwa ndi boma la Taiwan.Makampaniwa akuyika ndalama zokwana US$6.7 biliyoni ndipo akufuna kupanga ntchito zoposa 21,000.
Ngakhale kuti kusintha kwa magetsi kuchokera ku China kupita ku mayiko ena a ku Asia kwafulumizitsidwa ndi mkangano wamakono wamalonda, zomwe zakhala zikuchitika zaka zingapo zapitazi.Makampani amitundu yosiyanasiyana akusuntha zopanga kupita ku Vietnam ndi mayiko ena chifukwa chotsika mtengo wantchito, malonda abwino komanso kutseguka kwa ndalama zakunja.
Nthawi yotumiza: 23-03-21