![\"\"](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
China's manufacturing and export hub and its biggest province by economic output, Guangzhou, has recorded the first major surge in infections after March 2020. Vietnam and Taiwan are also seeing their first meaningful rise in Covid cases. In fact, operations of Samsung Electronics<\/a> and Apple<\/a> suppliers Foxconn<\/a> and Luxshare were suspended for two weeks in May in Vietnam while world’s largest chipmaker Taiwan Semiconductor Manufacturing Company (TSMC<\/a>) which runs a 24-hour foundry has chalked out a plan for labourers to work in shifts.
Experts said if these foreign hubs do not get the situation under control, India’s raw material supplies will fall sharply in June, just when consumer demand is expected to revive here. According to Tarun Pathak, research director at Counterpoint Research, India gets over 85% of the components needed for phone assembly from these three countries.
“This development will choke critical parts for the smartphone industry in India,” said Faisal Kawoosa, founder and research analyst at TechArc. “The supply chain was just getting better though in some specific components like chipsets, display and memories we still have shortages.”
Leading market trackers have already downgraded the outlook on smartphone shipments by atleast 10% this year due to the second Covid wave. Another supply shortage or the anticipated third wave in India could further hurt market growth, analysts said.
Xiaomi<\/a>, Vivo, Oppo<\/a>, Realme, Apple and Samsung<\/a> did not reply to ET’s mail seeking comment.
However, industry body, the India Cellular and Electronics Association (ICEA), played down the fears, saying operations should remain stable in June and July as China has so far been able to contain the spread to Guangzhou.
“Since September 2020, the global industry has been struck with these shortages particularly of semiconductors,” said Pankaj Mohindroo, chairman, ICEA. “We do not see the condition worsening in June and July 2021. Manufacturing operations in China, which is the main source, are normal and robust.”
Guangzhou is more focused on automotive and consumer segments. But experts warn that if Covid infections spread to key mobile markets such as Shenzhen, Shanghai or Beijing, it could cause a crunch in the supply chain.
As for Vietnam, it will majorly impact Samsung and Apple whose supply chains for products like phones, televisions and tablets are concentrated in the Southeast nation, they added.
Read also<\/h4><\/a><\/figure>Smartphone demand tapers off: Brands may be forced to cut down on production<\/a><\/h5><\/div><\/a><\/figure>Handset maker Lava rolls out medical, accidental insurance benefits worth Rs 50 crore for its partners’ field employees<\/a><\/h5><\/div><\/div><\/div>
ICEA’s Mohindroo pointed out that poor preparedness and the absence of a vaccination plan will weigh heavily on Vietnam’s manufacturing industry.
“India has shown exemplary resilience and kept manufacturing and exports robust in extremely grim conditions and our vaccinations visibility in the short term is robust. Vietnam, which was considered kosher which could do nothing wrong, has a serious outbreak with hardly 1% of the population vaccinated and very poor visibility on vaccinations,” he said.
Counterpoint Research’s Pathak said that all three countries have a good record of containing the virus. “Samsung has a backup in India as its installed capacity is good and can make up for some of the lost production if that happens in Vietnam”.
<\/body>","next_sibling":[{"msid":83229286,"title":"Kerala: Mobile coverage to be ramped up in Idukki","entity_type":"ARTICLE","link":"\/news\/kerala-mobile-coverage-to-be-ramped-up-in-idukki\/83229286","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":83230765,"entity_type":"ARTICLE","title":"Handset industry may face more supply crunch amid Covid rise in China, Vietnam, Taiwan","synopsis":"India\u2019s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.","titleseo":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1864,"shares":0,"engagementtimems":8500000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-06-04 14:43:50","lastupd":"2021-06-04 14:54:43","breadcrumbTags":["Handset industry","apple","Xiaomi","Samsung Electronics","electronics manufacturing","Samsung","TSMC","Foxconn","Oppo","Devices"],"secinfo":{"seolocation":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan"}}" data-authors="[" himanshi lohchab"]" data-category-name="" data-category_id="" data-date="2021-06-04" data-index="article_1">
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手机行业可能面临更多的供应短缺在Covid崛起在中国,越南,台湾
印度的电子产品制造商,工厂准备的简历,可能面临与中国急性供应紧张,越南和台湾受到新爆发的Covid-19情况下,业内高管和专家说。
新德里:印度的电子产品制造商,工厂准备的简历,可能面临与中国急性供应紧张,越南和台湾受到新爆发的Covid-19情况下,业内高管和专家说。
中国的制造业和出口中心和经济产出最大的省,广州,记录了2020年3月后的第一个主要感染激增。越南和台湾也看到他们的第一个有意义的Covid上升情况。事实上,操作的三星电子和苹果供应商富士康和Luxshare暂停两周5月在越南,而世界上最大的芯片制造商台湾半导体制造公司(台积电),运行24小时铸造用粉笔画上了一个工人轮班工作的计划。
专家说,如果这些外国中心不控制局势,印度的原料供应将在6月大幅下降,当消费者需求有望恢复。根据塔伦帕沙克,研究主管对比研究,获得超过85%的印度手机所需的组件组装来自这三个国家。
“这种发展会窒息关键部分的智能手机行业在印度,“费萨尔Kawoosa说创始人TechArc和研究分析师。“供应链是好转尽管在一些特定的组件,如芯片显示和记忆我们还有短缺。”
主要市场追踪器已经下调了今年智能手机出货量至少10%的前景由于第二Covid波。另一个供应短缺或预期的第三波在印度可能会进一步伤害市场增长,分析师表示。
小米体内,相对应的人、Realme苹果和三星没有回复寻求置评的外星人的邮件。
然而,行业组织,印度手机和电子协会(ICEA),淡化了恐惧,说操作应该保持稳定在6月和7月,中国迄今为止能够包含扩散到广州。
“2020年9月以来,全球半导体行业一直与这些短缺尤其是,“潘卡·莫辛德罗说主席,工商东亚。“我们看不到在2021年6月和7月条件恶化。在中国的制造业务,这是主要的来源,是正常的和健壮的。”
广州是更关注汽车和消费领域。但专家警告说,如果Covid感染蔓延到关键的移动市场,比如深圳,上海或北京,它可能导致供应链危机。
至于越南,它将主要影响三星和苹果的供应链产品,比如手机、电视和平板电脑主要集中在东南部的国家,他们补充说。
工商东亚Mohindroo指出,穷人防备和缺乏疫苗接种计划在越南的制造业将产生重大影响。
“印度已经显示出典型的韧性和保持生产和出口强劲在极其残酷的条件下我们的疫苗在短期内能见度是健壮。越南,这被认为是犹太可以做没有错,有严重的爆发几乎1%的人口接种疫苗和疫苗能见度很差,”他说。
对比研究帕沙克说,这三个国家有良好的记录包含病毒。“三星有备份在印度作为其装机容量是好的,可以弥补一些生产损失,如果发生在越南”。
<\/span><\/figcaption><\/figure>New Delhi: India’s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.
China's manufacturing and export hub and its biggest province by economic output, Guangzhou, has recorded the first major surge in infections after March 2020. Vietnam and Taiwan are also seeing their first meaningful rise in Covid cases. In fact, operations of Samsung Electronics<\/a> and Apple<\/a> suppliers Foxconn<\/a> and Luxshare were suspended for two weeks in May in Vietnam while world’s largest chipmaker Taiwan Semiconductor Manufacturing Company (TSMC<\/a>) which runs a 24-hour foundry has chalked out a plan for labourers to work in shifts.
Experts said if these foreign hubs do not get the situation under control, India’s raw material supplies will fall sharply in June, just when consumer demand is expected to revive here. According to Tarun Pathak, research director at Counterpoint Research, India gets over 85% of the components needed for phone assembly from these three countries.
“This development will choke critical parts for the smartphone industry in India,” said Faisal Kawoosa, founder and research analyst at TechArc. “The supply chain was just getting better though in some specific components like chipsets, display and memories we still have shortages.”
Leading market trackers have already downgraded the outlook on smartphone shipments by atleast 10% this year due to the second Covid wave. Another supply shortage or the anticipated third wave in India could further hurt market growth, analysts said.
Xiaomi<\/a>, Vivo, Oppo<\/a>, Realme, Apple and Samsung<\/a> did not reply to ET’s mail seeking comment.
However, industry body, the India Cellular and Electronics Association (ICEA), played down the fears, saying operations should remain stable in June and July as China has so far been able to contain the spread to Guangzhou.
“Since September 2020, the global industry has been struck with these shortages particularly of semiconductors,” said Pankaj Mohindroo, chairman, ICEA. “We do not see the condition worsening in June and July 2021. Manufacturing operations in China, which is the main source, are normal and robust.”
Guangzhou is more focused on automotive and consumer segments. But experts warn that if Covid infections spread to key mobile markets such as Shenzhen, Shanghai or Beijing, it could cause a crunch in the supply chain.
As for Vietnam, it will majorly impact Samsung and Apple whose supply chains for products like phones, televisions and tablets are concentrated in the Southeast nation, they added.
Read also<\/h4><\/a><\/figure>Smartphone demand tapers off: Brands may be forced to cut down on production<\/a><\/h5><\/div><\/a><\/figure>Handset maker Lava rolls out medical, accidental insurance benefits worth Rs 50 crore for its partners’ field employees<\/a><\/h5><\/div><\/div><\/div>
ICEA’s Mohindroo pointed out that poor preparedness and the absence of a vaccination plan will weigh heavily on Vietnam’s manufacturing industry.
“India has shown exemplary resilience and kept manufacturing and exports robust in extremely grim conditions and our vaccinations visibility in the short term is robust. Vietnam, which was considered kosher which could do nothing wrong, has a serious outbreak with hardly 1% of the population vaccinated and very poor visibility on vaccinations,” he said.
Counterpoint Research’s Pathak said that all three countries have a good record of containing the virus. “Samsung has a backup in India as its installed capacity is good and can make up for some of the lost production if that happens in Vietnam”.
<\/body>","next_sibling":[{"msid":83229286,"title":"Kerala: Mobile coverage to be ramped up in Idukki","entity_type":"ARTICLE","link":"\/news\/kerala-mobile-coverage-to-be-ramped-up-in-idukki\/83229286","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":83230765,"entity_type":"ARTICLE","title":"Handset industry may face more supply crunch amid Covid rise in China, Vietnam, Taiwan","synopsis":"India\u2019s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.","titleseo":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1864,"shares":0,"engagementtimems":8500000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-06-04 14:43:50","lastupd":"2021-06-04 14:54:43","breadcrumbTags":["Handset industry","apple","Xiaomi","Samsung Electronics","electronics manufacturing","Samsung","TSMC","Foxconn","Oppo","Devices"],"secinfo":{"seolocation":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan"}}" data-news_link="//www.iser-br.com/news/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan/83230765">
<\/a><\/figure>Smartphone demand tapers off: Brands may be forced to cut down on production<\/a><\/h5><\/div><\/a><\/figure>Handset maker Lava rolls out medical, accidental insurance benefits worth Rs 50 crore for its partners’ field employees<\/a><\/h5><\/div><\/div><\/div>
ICEA’s Mohindroo pointed out that poor preparedness and the absence of a vaccination plan will weigh heavily on Vietnam’s manufacturing industry.
“India has shown exemplary resilience and kept manufacturing and exports robust in extremely grim conditions and our vaccinations visibility in the short term is robust. Vietnam, which was considered kosher which could do nothing wrong, has a serious outbreak with hardly 1% of the population vaccinated and very poor visibility on vaccinations,” he said.
Counterpoint Research’s Pathak said that all three countries have a good record of containing the virus. “Samsung has a backup in India as its installed capacity is good and can make up for some of the lost production if that happens in Vietnam”.
<\/body>","next_sibling":[{"msid":83229286,"title":"Kerala: Mobile coverage to be ramped up in Idukki","entity_type":"ARTICLE","link":"\/news\/kerala-mobile-coverage-to-be-ramped-up-in-idukki\/83229286","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":83230765,"entity_type":"ARTICLE","title":"Handset industry may face more supply crunch amid Covid rise in China, Vietnam, Taiwan","synopsis":"India\u2019s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.","titleseo":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1864,"shares":0,"engagementtimems":8500000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-06-04 14:43:50","lastupd":"2021-06-04 14:54:43","breadcrumbTags":["Handset industry","apple","Xiaomi","Samsung Electronics","electronics manufacturing","Samsung","TSMC","Foxconn","Oppo","Devices"],"secinfo":{"seolocation":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan"}}" data-authors="[" himanshi lohchab"]" data-category-name="" data-category_id="" data-date="2021-06-04" data-index="article_1">
- Telecom乐动扑克News
- 3分钟阅读
手机行业可能面临更多的供应短缺在Covid崛起在中国,越南,台湾
印度的电子产品制造商,工厂准备的简历,可能面临与中国急性供应紧张,越南和台湾受到新爆发的Covid-19情况下,业内高管和专家说。
新德里:印度的电子产品制造商,工厂准备的简历,可能面临与中国急性供应紧张,越南和台湾受到新爆发的Covid-19情况下,业内高管和专家说。
中国的制造业和出口中心和经济产出最大的省,广州,记录了2020年3月后的第一个主要感染激增。越南和台湾也看到他们的第一个有意义的Covid上升情况。事实上,操作的三星电子和苹果供应商富士康和Luxshare暂停两周5月在越南,而世界上最大的芯片制造商台湾半导体制造公司(台积电),运行24小时铸造用粉笔画上了一个工人轮班工作的计划。
专家说,如果这些外国中心不控制局势,印度的原料供应将在6月大幅下降,当消费者需求有望恢复。根据塔伦帕沙克,研究主管对比研究,获得超过85%的印度手机所需的组件组装来自这三个国家。
“这种发展会窒息关键部分的智能手机行业在印度,“费萨尔Kawoosa说创始人TechArc和研究分析师。“供应链是好转尽管在一些特定的组件,如芯片显示和记忆我们还有短缺。”
主要市场追踪器已经下调了今年智能手机出货量至少10%的前景由于第二Covid波。另一个供应短缺或预期的第三波在印度可能会进一步伤害市场增长,分析师表示。
小米体内,相对应的人、Realme苹果和三星没有回复寻求置评的外星人的邮件。
然而,行业组织,印度手机和电子协会(ICEA),淡化了恐惧,说操作应该保持稳定在6月和7月,中国迄今为止能够包含扩散到广州。
“2020年9月以来,全球半导体行业一直与这些短缺尤其是,“潘卡·莫辛德罗说主席,工商东亚。“我们看不到在2021年6月和7月条件恶化。在中国的制造业务,这是主要的来源,是正常的和健壮的。”
广州是更关注汽车和消费领域。但专家警告说,如果Covid感染蔓延到关键的移动市场,比如深圳,上海或北京,它可能导致供应链危机。
至于越南,它将主要影响三星和苹果的供应链产品,比如手机、电视和平板电脑主要集中在东南部的国家,他们补充说。
工商东亚Mohindroo指出,穷人防备和缺乏疫苗接种计划在越南的制造业将产生重大影响。
“印度已经显示出典型的韧性和保持生产和出口强劲在极其残酷的条件下我们的疫苗在短期内能见度是健壮。越南,这被认为是犹太可以做没有错,有严重的爆发几乎1%的人口接种疫苗和疫苗能见度很差,”他说。
对比研究帕沙克说,这三个国家有良好的记录包含病毒。“三星有备份在印度作为其装机容量是好的,可以弥补一些生产损失,如果发生在越南”。
<\/span><\/figcaption><\/figure>New Delhi: India’s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.
China's manufacturing and export hub and its biggest province by economic output, Guangzhou, has recorded the first major surge in infections after March 2020. Vietnam and Taiwan are also seeing their first meaningful rise in Covid cases. In fact, operations of Samsung Electronics<\/a> and Apple<\/a> suppliers Foxconn<\/a> and Luxshare were suspended for two weeks in May in Vietnam while world’s largest chipmaker Taiwan Semiconductor Manufacturing Company (TSMC<\/a>) which runs a 24-hour foundry has chalked out a plan for labourers to work in shifts.
Experts said if these foreign hubs do not get the situation under control, India’s raw material supplies will fall sharply in June, just when consumer demand is expected to revive here. According to Tarun Pathak, research director at Counterpoint Research, India gets over 85% of the components needed for phone assembly from these three countries.
“This development will choke critical parts for the smartphone industry in India,” said Faisal Kawoosa, founder and research analyst at TechArc. “The supply chain was just getting better though in some specific components like chipsets, display and memories we still have shortages.”
Leading market trackers have already downgraded the outlook on smartphone shipments by atleast 10% this year due to the second Covid wave. Another supply shortage or the anticipated third wave in India could further hurt market growth, analysts said.
Xiaomi<\/a>, Vivo, Oppo<\/a>, Realme, Apple and Samsung<\/a> did not reply to ET’s mail seeking comment.
However, industry body, the India Cellular and Electronics Association (ICEA), played down the fears, saying operations should remain stable in June and July as China has so far been able to contain the spread to Guangzhou.
“Since September 2020, the global industry has been struck with these shortages particularly of semiconductors,” said Pankaj Mohindroo, chairman, ICEA. “We do not see the condition worsening in June and July 2021. Manufacturing operations in China, which is the main source, are normal and robust.”
Guangzhou is more focused on automotive and consumer segments. But experts warn that if Covid infections spread to key mobile markets such as Shenzhen, Shanghai or Beijing, it could cause a crunch in the supply chain.
As for Vietnam, it will majorly impact Samsung and Apple whose supply chains for products like phones, televisions and tablets are concentrated in the Southeast nation, they added.
Read also<\/h4><\/a><\/figure>Smartphone demand tapers off: Brands may be forced to cut down on production<\/a><\/h5><\/div><\/a><\/figure>Handset maker Lava rolls out medical, accidental insurance benefits worth Rs 50 crore for its partners’ field employees<\/a><\/h5><\/div><\/div><\/div>
ICEA’s Mohindroo pointed out that poor preparedness and the absence of a vaccination plan will weigh heavily on Vietnam’s manufacturing industry.
“India has shown exemplary resilience and kept manufacturing and exports robust in extremely grim conditions and our vaccinations visibility in the short term is robust. Vietnam, which was considered kosher which could do nothing wrong, has a serious outbreak with hardly 1% of the population vaccinated and very poor visibility on vaccinations,” he said.
Counterpoint Research’s Pathak said that all three countries have a good record of containing the virus. “Samsung has a backup in India as its installed capacity is good and can make up for some of the lost production if that happens in Vietnam”.
<\/body>","next_sibling":[{"msid":83229286,"title":"Kerala: Mobile coverage to be ramped up in Idukki","entity_type":"ARTICLE","link":"\/news\/kerala-mobile-coverage-to-be-ramped-up-in-idukki\/83229286","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":83230765,"entity_type":"ARTICLE","title":"Handset industry may face more supply crunch amid Covid rise in China, Vietnam, Taiwan","synopsis":"India\u2019s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.","titleseo":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1864,"shares":0,"engagementtimems":8500000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-06-04 14:43:50","lastupd":"2021-06-04 14:54:43","breadcrumbTags":["Handset industry","apple","Xiaomi","Samsung Electronics","electronics manufacturing","Samsung","TSMC","Foxconn","Oppo","Devices"],"secinfo":{"seolocation":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan"}}" data-news_link="//www.iser-br.com/news/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan/83230765">
<\/a><\/figure>Handset maker Lava rolls out medical, accidental insurance benefits worth Rs 50 crore for its partners’ field employees<\/a><\/h5><\/div><\/div><\/div>
ICEA’s Mohindroo pointed out that poor preparedness and the absence of a vaccination plan will weigh heavily on Vietnam’s manufacturing industry.
“India has shown exemplary resilience and kept manufacturing and exports robust in extremely grim conditions and our vaccinations visibility in the short term is robust. Vietnam, which was considered kosher which could do nothing wrong, has a serious outbreak with hardly 1% of the population vaccinated and very poor visibility on vaccinations,” he said.
Counterpoint Research’s Pathak said that all three countries have a good record of containing the virus. “Samsung has a backup in India as its installed capacity is good and can make up for some of the lost production if that happens in Vietnam”.
<\/body>","next_sibling":[{"msid":83229286,"title":"Kerala: Mobile coverage to be ramped up in Idukki","entity_type":"ARTICLE","link":"\/news\/kerala-mobile-coverage-to-be-ramped-up-in-idukki\/83229286","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":83230765,"entity_type":"ARTICLE","title":"Handset industry may face more supply crunch amid Covid rise in China, Vietnam, Taiwan","synopsis":"India\u2019s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.","titleseo":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1864,"shares":0,"engagementtimems":8500000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-06-04 14:43:50","lastupd":"2021-06-04 14:54:43","breadcrumbTags":["Handset industry","apple","Xiaomi","Samsung Electronics","electronics manufacturing","Samsung","TSMC","Foxconn","Oppo","Devices"],"secinfo":{"seolocation":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan"}}" data-authors="[" himanshi lohchab"]" data-category-name="" data-category_id="" data-date="2021-06-04" data-index="article_1">
- Telecom乐动扑克News
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手机行业可能面临更多的供应短缺在Covid崛起在中国,越南,台湾
印度的电子产品制造商,工厂准备的简历,可能面临与中国急性供应紧张,越南和台湾受到新爆发的Covid-19情况下,业内高管和专家说。
新德里:印度的电子产品制造商,工厂准备的简历,可能面临与中国急性供应紧张,越南和台湾受到新爆发的Covid-19情况下,业内高管和专家说。
中国的制造业和出口中心和经济产出最大的省,广州,记录了2020年3月后的第一个主要感染激增。越南和台湾也看到他们的第一个有意义的Covid上升情况。事实上,操作的三星电子和苹果供应商富士康和Luxshare暂停两周5月在越南,而世界上最大的芯片制造商台湾半导体制造公司(台积电),运行24小时铸造用粉笔画上了一个工人轮班工作的计划。
专家说,如果这些外国中心不控制局势,印度的原料供应将在6月大幅下降,当消费者需求有望恢复。根据塔伦帕沙克,研究主管对比研究,获得超过85%的印度手机所需的组件组装来自这三个国家。
“这种发展会窒息关键部分的智能手机行业在印度,“费萨尔Kawoosa说创始人TechArc和研究分析师。“供应链是好转尽管在一些特定的组件,如芯片显示和记忆我们还有短缺。”
主要市场追踪器已经下调了今年智能手机出货量至少10%的前景由于第二Covid波。另一个供应短缺或预期的第三波在印度可能会进一步伤害市场增长,分析师表示。
小米体内,相对应的人、Realme苹果和三星没有回复寻求置评的外星人的邮件。
然而,行业组织,印度手机和电子协会(ICEA),淡化了恐惧,说操作应该保持稳定在6月和7月,中国迄今为止能够包含扩散到广州。
“2020年9月以来,全球半导体行业一直与这些短缺尤其是,“潘卡·莫辛德罗说主席,工商东亚。“我们看不到在2021年6月和7月条件恶化。在中国的制造业务,这是主要的来源,是正常的和健壮的。”
广州是更关注汽车和消费领域。但专家警告说,如果Covid感染蔓延到关键的移动市场,比如深圳,上海或北京,它可能导致供应链危机。
至于越南,它将主要影响三星和苹果的供应链产品,比如手机、电视和平板电脑主要集中在东南部的国家,他们补充说。
工商东亚Mohindroo指出,穷人防备和缺乏疫苗接种计划在越南的制造业将产生重大影响。
“印度已经显示出典型的韧性和保持生产和出口强劲在极其残酷的条件下我们的疫苗在短期内能见度是健壮。越南,这被认为是犹太可以做没有错,有严重的爆发几乎1%的人口接种疫苗和疫苗能见度很差,”他说。
对比研究帕沙克说,这三个国家有良好的记录包含病毒。“三星有备份在印度作为其装机容量是好的,可以弥补一些生产损失,如果发生在越南”。
<\/span><\/figcaption><\/figure>New Delhi: India’s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.
China's manufacturing and export hub and its biggest province by economic output, Guangzhou, has recorded the first major surge in infections after March 2020. Vietnam and Taiwan are also seeing their first meaningful rise in Covid cases. In fact, operations of Samsung Electronics<\/a> and Apple<\/a> suppliers Foxconn<\/a> and Luxshare were suspended for two weeks in May in Vietnam while world’s largest chipmaker Taiwan Semiconductor Manufacturing Company (TSMC<\/a>) which runs a 24-hour foundry has chalked out a plan for labourers to work in shifts.
Experts said if these foreign hubs do not get the situation under control, India’s raw material supplies will fall sharply in June, just when consumer demand is expected to revive here. According to Tarun Pathak, research director at Counterpoint Research, India gets over 85% of the components needed for phone assembly from these three countries.
“This development will choke critical parts for the smartphone industry in India,” said Faisal Kawoosa, founder and research analyst at TechArc. “The supply chain was just getting better though in some specific components like chipsets, display and memories we still have shortages.”
Leading market trackers have already downgraded the outlook on smartphone shipments by atleast 10% this year due to the second Covid wave. Another supply shortage or the anticipated third wave in India could further hurt market growth, analysts said.
Xiaomi<\/a>, Vivo, Oppo<\/a>, Realme, Apple and Samsung<\/a> did not reply to ET’s mail seeking comment.
However, industry body, the India Cellular and Electronics Association (ICEA), played down the fears, saying operations should remain stable in June and July as China has so far been able to contain the spread to Guangzhou.
“Since September 2020, the global industry has been struck with these shortages particularly of semiconductors,” said Pankaj Mohindroo, chairman, ICEA. “We do not see the condition worsening in June and July 2021. Manufacturing operations in China, which is the main source, are normal and robust.”
Guangzhou is more focused on automotive and consumer segments. But experts warn that if Covid infections spread to key mobile markets such as Shenzhen, Shanghai or Beijing, it could cause a crunch in the supply chain.
As for Vietnam, it will majorly impact Samsung and Apple whose supply chains for products like phones, televisions and tablets are concentrated in the Southeast nation, they added.
Read also<\/h4><\/a><\/figure>Smartphone demand tapers off: Brands may be forced to cut down on production<\/a><\/h5><\/div><\/a><\/figure>Handset maker Lava rolls out medical, accidental insurance benefits worth Rs 50 crore for its partners’ field employees<\/a><\/h5><\/div><\/div><\/div>
ICEA’s Mohindroo pointed out that poor preparedness and the absence of a vaccination plan will weigh heavily on Vietnam’s manufacturing industry.
“India has shown exemplary resilience and kept manufacturing and exports robust in extremely grim conditions and our vaccinations visibility in the short term is robust. Vietnam, which was considered kosher which could do nothing wrong, has a serious outbreak with hardly 1% of the population vaccinated and very poor visibility on vaccinations,” he said.
Counterpoint Research’s Pathak said that all three countries have a good record of containing the virus. “Samsung has a backup in India as its installed capacity is good and can make up for some of the lost production if that happens in Vietnam”.
<\/body>","next_sibling":[{"msid":83229286,"title":"Kerala: Mobile coverage to be ramped up in Idukki","entity_type":"ARTICLE","link":"\/news\/kerala-mobile-coverage-to-be-ramped-up-in-idukki\/83229286","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":83230765,"entity_type":"ARTICLE","title":"Handset industry may face more supply crunch amid Covid rise in China, Vietnam, Taiwan","synopsis":"India\u2019s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.","titleseo":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1864,"shares":0,"engagementtimems":8500000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-06-04 14:43:50","lastupd":"2021-06-04 14:54:43","breadcrumbTags":["Handset industry","apple","Xiaomi","Samsung Electronics","electronics manufacturing","Samsung","TSMC","Foxconn","Oppo","Devices"],"secinfo":{"seolocation":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan"}}" data-news_link="//www.iser-br.com/news/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan/83230765">
- Telecom乐动扑克News
- 3分钟阅读
手机行业可能面临更多的供应短缺在Covid崛起在中国,越南,台湾
印度的电子产品制造商,工厂准备的简历,可能面临与中国急性供应紧张,越南和台湾受到新爆发的Covid-19情况下,业内高管和专家说。
读到
中国的制造业和出口中心和经济产出最大的省,广州,记录了2020年3月后的第一个主要感染激增。越南和台湾也看到他们的第一个有意义的Covid上升情况。事实上,操作的三星电子和苹果供应商富士康和Luxshare暂停两周5月在越南,而世界上最大的芯片制造商台湾半导体制造公司(台积电),运行24小时铸造用粉笔画上了一个工人轮班工作的计划。
专家说,如果这些外国中心不控制局势,印度的原料供应将在6月大幅下降,当消费者需求有望恢复。根据塔伦帕沙克,研究主管对比研究,获得超过85%的印度手机所需的组件组装来自这三个国家。
“这种发展会窒息关键部分的智能手机行业在印度,“费萨尔Kawoosa说创始人TechArc和研究分析师。“供应链是好转尽管在一些特定的组件,如芯片显示和记忆我们还有短缺。”
主要市场追踪器已经下调了今年智能手机出货量至少10%的前景由于第二Covid波。另一个供应短缺或预期的第三波在印度可能会进一步伤害市场增长,分析师表示。
小米体内,相对应的人、Realme苹果和三星没有回复寻求置评的外星人的邮件。
然而,行业组织,印度手机和电子协会(ICEA),淡化了恐惧,说操作应该保持稳定在6月和7月,中国迄今为止能够包含扩散到广州。
“2020年9月以来,全球半导体行业一直与这些短缺尤其是,“潘卡·莫辛德罗说主席,工商东亚。“我们看不到在2021年6月和7月条件恶化。在中国的制造业务,这是主要的来源,是正常的和健壮的。”
广州是更关注汽车和消费领域。但专家警告说,如果Covid感染蔓延到关键的移动市场,比如深圳,上海或北京,它可能导致供应链危机。
至于越南,它将主要影响三星和苹果的供应链产品,比如手机、电视和平板电脑主要集中在东南部的国家,他们补充说。
工商东亚Mohindroo指出,穷人防备和缺乏疫苗接种计划在越南的制造业将产生重大影响。
“印度已经显示出典型的韧性和保持生产和出口强劲在极其残酷的条件下我们的疫苗在短期内能见度是健壮。越南,这被认为是犹太可以做没有错,有严重的爆发几乎1%的人口接种疫苗和疫苗能见度很差,”他说。
对比研究帕沙克说,这三个国家有良好的记录包含病毒。“三星有备份在印度作为其装机容量是好的,可以弥补一些生产损失,如果发生在越南”。
China's manufacturing and export hub and its biggest province by economic output, Guangzhou, has recorded the first major surge in infections after March 2020. Vietnam and Taiwan are also seeing their first meaningful rise in Covid cases. In fact, operations of Samsung Electronics<\/a> and Apple<\/a> suppliers Foxconn<\/a> and Luxshare were suspended for two weeks in May in Vietnam while world’s largest chipmaker Taiwan Semiconductor Manufacturing Company (TSMC<\/a>) which runs a 24-hour foundry has chalked out a plan for labourers to work in shifts.
Experts said if these foreign hubs do not get the situation under control, India’s raw material supplies will fall sharply in June, just when consumer demand is expected to revive here. According to Tarun Pathak, research director at Counterpoint Research, India gets over 85% of the components needed for phone assembly from these three countries.
“This development will choke critical parts for the smartphone industry in India,” said Faisal Kawoosa, founder and research analyst at TechArc. “The supply chain was just getting better though in some specific components like chipsets, display and memories we still have shortages.”
Leading market trackers have already downgraded the outlook on smartphone shipments by atleast 10% this year due to the second Covid wave. Another supply shortage or the anticipated third wave in India could further hurt market growth, analysts said.
Xiaomi<\/a>, Vivo, Oppo<\/a>, Realme, Apple and Samsung<\/a> did not reply to ET’s mail seeking comment.
However, industry body, the India Cellular and Electronics Association (ICEA), played down the fears, saying operations should remain stable in June and July as China has so far been able to contain the spread to Guangzhou.
“Since September 2020, the global industry has been struck with these shortages particularly of semiconductors,” said Pankaj Mohindroo, chairman, ICEA. “We do not see the condition worsening in June and July 2021. Manufacturing operations in China, which is the main source, are normal and robust.”
Guangzhou is more focused on automotive and consumer segments. But experts warn that if Covid infections spread to key mobile markets such as Shenzhen, Shanghai or Beijing, it could cause a crunch in the supply chain.
As for Vietnam, it will majorly impact Samsung and Apple whose supply chains for products like phones, televisions and tablets are concentrated in the Southeast nation, they added.
Read also<\/h4><\/a><\/figure>Smartphone demand tapers off: Brands may be forced to cut down on production<\/a><\/h5><\/div><\/a><\/figure>Handset maker Lava rolls out medical, accidental insurance benefits worth Rs 50 crore for its partners’ field employees<\/a><\/h5><\/div><\/div><\/div>
ICEA’s Mohindroo pointed out that poor preparedness and the absence of a vaccination plan will weigh heavily on Vietnam’s manufacturing industry.
“India has shown exemplary resilience and kept manufacturing and exports robust in extremely grim conditions and our vaccinations visibility in the short term is robust. Vietnam, which was considered kosher which could do nothing wrong, has a serious outbreak with hardly 1% of the population vaccinated and very poor visibility on vaccinations,” he said.
Counterpoint Research’s Pathak said that all three countries have a good record of containing the virus. “Samsung has a backup in India as its installed capacity is good and can make up for some of the lost production if that happens in Vietnam”.
<\/body>","next_sibling":[{"msid":83229286,"title":"Kerala: Mobile coverage to be ramped up in Idukki","entity_type":"ARTICLE","link":"\/news\/kerala-mobile-coverage-to-be-ramped-up-in-idukki\/83229286","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":83230765,"entity_type":"ARTICLE","title":"Handset industry may face more supply crunch amid Covid rise in China, Vietnam, Taiwan","synopsis":"India\u2019s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.","titleseo":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1864,"shares":0,"engagementtimems":8500000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-06-04 14:43:50","lastupd":"2021-06-04 14:54:43","breadcrumbTags":["Handset industry","apple","Xiaomi","Samsung Electronics","electronics manufacturing","Samsung","TSMC","Foxconn","Oppo","Devices"],"secinfo":{"seolocation":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan"}}" data-news_link="//www.iser-br.com/news/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan/83230765">
<\/a><\/figure>Smartphone demand tapers off: Brands may be forced to cut down on production<\/a><\/h5><\/div><\/a><\/figure>Handset maker Lava rolls out medical, accidental insurance benefits worth Rs 50 crore for its partners’ field employees<\/a><\/h5><\/div><\/div><\/div>
ICEA’s Mohindroo pointed out that poor preparedness and the absence of a vaccination plan will weigh heavily on Vietnam’s manufacturing industry.
“India has shown exemplary resilience and kept manufacturing and exports robust in extremely grim conditions and our vaccinations visibility in the short term is robust. Vietnam, which was considered kosher which could do nothing wrong, has a serious outbreak with hardly 1% of the population vaccinated and very poor visibility on vaccinations,” he said.
Counterpoint Research’s Pathak said that all three countries have a good record of containing the virus. “Samsung has a backup in India as its installed capacity is good and can make up for some of the lost production if that happens in Vietnam”.
<\/body>","next_sibling":[{"msid":83229286,"title":"Kerala: Mobile coverage to be ramped up in Idukki","entity_type":"ARTICLE","link":"\/news\/kerala-mobile-coverage-to-be-ramped-up-in-idukki\/83229286","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":83230765,"entity_type":"ARTICLE","title":"Handset industry may face more supply crunch amid Covid rise in China, Vietnam, Taiwan","synopsis":"India\u2019s electronics manufacturers, who are gearing up to resume factories, could face an acute supply crunch with China, Vietnam and Taiwan hit by a fresh outbreak of Covid-19 cases, say industry executives and experts.","titleseo":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1864,"shares":0,"engagementtimems":8500000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-06-04 14:43:50","lastupd":"2021-06-04 14:54:43","breadcrumbTags":["Handset industry","apple","Xiaomi","Samsung Electronics","electronics manufacturing","Samsung","TSMC","Foxconn","Oppo","Devices"],"secinfo":{"seolocation":"telecomnews\/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan"}}" data-news_link="//www.iser-br.com/news/handset-industry-fears-more-supply-crunch-amid-covid-rise-in-china-vietnam-taiwan/83230765">
<\/a><\/figure>
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