I-US ikhombisa ukukhula okuqhubekayo ekukhiqizeni izinto zikagesi.Ushintsho olumaphakathi lwezinyanga ezintathu uma kuqhathaniswa nonyaka odlule (3/12) ngoMashi 2019 lwalungu-6.2%, okuyinyanga ye-12 ilandelana yokukhula ngaphezu kuka-5%.Ukukhiqizwa kwe-elekthronikhi yaseChina kuyehla, ngoMashi 2019 3/12 ukukhula ngo-8.2%, okufana no-8.3% ngoFebhuwari.Lokhu kuphawula okokuqala ngqa ukukhula kokukhiqizwa kwe-elekthronikhi yase-China kwehle ngaphansi kuka-10% kusukela ngoNovemba 2016. Amazwe angama-28 e-European Union (EU) abonise ukwehla kokukhiqizwa kwe-elekthronikhi okungu-3/12 ngoDisemba 2018 kuya kuFebruwari 2019 kulandela ukukhula okuguquguqukayo kodwa okuhle kakhulu eminyakeni emibili edlule.
Ukukhiqizwa kwama-elekthronikhi emazweni abalulekile ase-Asia nakho kuyisithombe esixubile.I-Taiwan manje inokukhula okuphezulu kakhulu esifundeni, ngokukhula kuka-March 2019 3/12 ngo-15%, inyanga yesithathu elandelanayo yokukhula kwamadijithi amabili.I-Taiwan ilulame ekwehleni kokukhiqiza ngo-2015 kuya ku-2017. Ukukhula kwe-Vietnam okungu-3/12 kwehle kwafika ku-1% ngo-Ephreli 2019 kulandela ukukhula okuqinile kule minyaka emibili edlule, kwafinyelela ngaphezu kuka-60% ngo-December 2017. I-South Korea, Malaysia, Singapore ne-Japan zonke ibhekene nokuncipha ezinyangeni ezimbalwa ezedlule.I-Japan ibibuthakathaka ngonyaka odlule, kanti amanye amazwe amathathu abe nokukhula kwamadijithi amabili ngesikhathi esithile ngo-2018.
Ingxabano yezohwebo eqhubekayo phakathi kwe-US ne-China ibe namuphi umthelela ekukhiqizeni izinto zikagesi?Uma ubheka ukungeniswa kwemishini kagesi e-US engxenyeni yokuqala ka-2019 uma kuqhathaniswa nonyaka odlule kunikeza inkomba yezitayela.Sekukonke ukuthunyelwa kwempahla ye-elekthronikhi e-US sekukonke bekungama-dollar ayizigidi eziyizinkulungwane ezingama-58.8 ngo-1Q 2019, kwehle ngamadola ayizigidi eziyizinkulungwane ezimbili noma ngo-3.4% kusuka ku-1Q 2018. Ukungenisa okuvela e-China kwehle ngo-$3.7 billion, noma u-11%.Ukuthengwa kwempahla evela eMexico kubambe ngokuqinile ku-$10.9 billion.IVietnam iqhamuke njengomthombo wesithathu ngobukhulu wokungenisa kwe-elekthronikhi yase-US, ngama-dollar ayizigidi eziyizinkulungwane ezingama-4.4 ngo-1Q 2019, ikhuphuke ngama- $ 2.2 billion noma ama-95% kusukela ngonyaka owedlule.I-Taiwan ibingumthombo wesine ngobukhulu, ngama-dollar ayizigidi eziyizinkulungwane ezingama-2.2, ikhuphuke ngo-45% kusukela ngonyaka odlule.I-Thailand kanye namanye amazwe amaningi abonise ukwehla kokungeniswa kwempahla kagesi yase-US kusukela ngonyaka odlule.Ukukhula okuqhubekayo kokukhiqizwa kwe-elekthronikhi yase-US njengoba kukhonjisiwe ngenhla ngenkathi ukungenisa kwehlile kubonisa ukuthi kungenzeka kube khona ushintsho oluthile lokukhiqizwa kwezinto zikagesi ezibuyela e-US.
Eminyakeni emine edlule ngoFebhuwari 2015 thina kwa-Semiconductor Intelligence sabhala ngokuvela kweVietnam njengomkhiqizi we-electronics.Ingxabano yezohwebo yase-US-China isheshise ukukhula kokukhiqizwa kwe-Vietnam electronics.Izibonelo zeshifu zifaka:
Ngo-Ephreli, i-LG Electronics yamemezela ukuthi izoyeka ukukhiqiza ama-smartphones eSouth Korea futhi ishintshele eVietnam.
· Umdidiyeli wesithathu wamathelevishini ngobukhulu emhlabeni, i-TCL yaseChina, ngoFebhuwari waqala ukwakha indawo enkulu yokukhiqiza i-TV eVietnam.
· I-Key Tronic, umkhiqizi wezinkontileka ozinze e-US, ulindele ukususa umkhiqizo othile e-China ukuya e-Vietnam ngokuvulwa kwemboni entsha e-Vietnam ngoJulayi.
I-Taiwan iphinde yazuza embangweni wokuhweba wase-US neChina.I-athikili ka-April Bloomberg ithi izinkampani zaseTaiwan ezingu-40 zibuyisela umkhiqizo othile eTaiwan zisuka eChina, zisizwa yizikhuthazo zikahulumeni waseTaiwan.Lezi zinkampani zitshala imali eyizigidigidi ezi-US$6.7 futhi zihlela ukudala amathuba emisebenzi angaphezu kuka-21,000.
Nakuba ukushintsha kokukhiqizwa kwe-electronics kusuka e-China kuya kwamanye amazwe ase-Asia kuye kwasheshiswa ingxabano yamanje yezohwebo, umkhuba ubulokhu ukhona eminyakeni embalwa edlule.Izinkampani zamazwe ngamazwe zithuthela ukukhiqizwa eVietnam nakwamanye amazwe ngenxa yezindleko eziphansi zabasebenzi, izimo zokuhweba ezivumayo kanye nokuvuleleka kokutshalwa kwezimali kwamanye amazwe.
Isikhathi sokuthumela: 23-03-21