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Consumer electronic companies will be forced to cut production from next month while companies importing finished goods from China may face inventory shortages too, said the executives.
Automakers, too, are weighing the situation, considering China is one of the largest component sourcing markets, they said.
\"Shipments are already delayed by 10-15 days, which will impact production next month,\" said Pradeep Jain, managing director of Jaina Group<\/a>, which retails Karbonn<\/a> and Sansui brands.
Homegrown mobile phone and computer maker Lava International's chairman, Hari Om Rai, said prices can go up, apart from a further delay in availability of components.
Key Sourcing Base <\/strong>
Vinnie Mehta, director general, Automotive Component Manufacturers Association, said China is a key sourcing base for many commodities and components for the Indian automotive industry and the lockdown there may add to the supply chain woes the Indian industry is facing. The issue was also discussed at a recent executive committee meeting of the association, he said.
\"The auto sector is already facing a lot of headwinds - from the spike in commodity prices to supply chain disruption because of the geopolitical crisis to the semiconductor shortage. This will add another element of uncertainty and cost,\" said Mehta.
Several Chinese cities are in lockdown due to a record number of Covid-19 cases - including in technology capital Shenzhen - due to China's zero-Covid policy. This has increased the congestion at several Chinese ports, while border movement to Hong Kong, which is another important transit point of Chinese cargo to India, has also been restricted, said the executives.
Delayed Impact<\/strong>
Firms such as Apple<\/a>'s iPhone manufacturer Foxconn and automakers Toyota and Volkswagen have been forced to suspend some operations in China, according to media reports.
\"Since the industry has increased the raw material holding period to 30-45 days, the impact on production will be felt in April,\" said Kamal Nandi, business head at Godrej Appliances.
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读到
消费电子公司将被迫削减产量从下个月开始,公司从中国进口成品可能面临库存短缺,高管说。
汽车制造商也正在考虑形势,考虑到中国是最大的组件采购市场,他们说。
“货物已经推迟了10 - 15天,下个月将会影响生产,“Pradeep Jain说,董事总经理耆那教的组,零售Karbonn和山水品牌。
国产手机和电脑制造商熔岩国际主席哈里Om Rai,说价格能涨,除了进一步延迟组件的可用性。
关键的采购基地
维尼梅赫塔汽车零部件制造商协会总干事表示,中国是许多大宗商品的重要采购基地和组件的印度汽车工业和封锁可能增加供应链的印度工业正面临困境。讨论的问题也在最近的一次执行委员会会议,他说。
“汽车行业已经面临很多阻力,从供应链中断的大宗商品价格飙升,因为地缘政治危机的半导体短缺。这将添加另一个元素的不确定性和成本,”梅塔说。
几个中国城市由于创纪录数量的Covid-19锁定情况下——包括在技术资本深圳——由于中国zero-Covid政策。这增加了几家中国港口的拥堵,而边界运动到香港,这是另一个重要的中转站的中国货物到印度,也受到限制,高管说。
延迟的影响
等公司苹果iPhone的制造商富士康和汽车制造商丰田和大众被迫暂停一些在华业务,据媒体报道。
“既然这个行业增加了原材料持有期30 - 45天,影响生产将在4月份的感觉,“Kamal南帝说,业务主管高德瑞治电器。
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