ʻO ka hemahema o ka chip honua i hoʻopilikia i ka automotive aʻoihana ʻenehana mea kūʻai aku(ʻO ka ʻenehana mea kūʻai aku, a i ʻole ka ʻenehana mea kūʻai aku, pili i kekahi ʻano ʻenehana i manaʻo ʻia no ka hoʻohana ʻana e nā mea kūʻai aku i ka lehulehu, e kūʻē i ka ʻenehana i hana ʻia no ke aupuni, ka pūʻali koa a i ʻole ka hoʻohana ʻana i ka ʻoihana. Hele mai ka ʻenehana mea kūʻai mai i nā ʻano ʻano like ʻole a hāʻawi i kahi ākea o nā mana ʻenehana, e hoʻopuni ana i nā mea i ʻike pinepine ʻia e hoʻohana ai nā kānaka i kēlā me kēia lā.) no nā mahina, ke kī pū ʻia nei nā kukui LED. Akā ʻo nā hopena ripple o ka pilikia, hiki ke mau i 2022.
Wahi a ka loiloi a Goldman Sachs (GS), pili ka hemahema o ka semiconductor i nā ʻoihana 169 i kekahi ala. Ke kamaʻilio nei mākou i nā mea a pau mai ka huahana kila a me ka hana ʻana i ka mīkini paʻa mākaukau i nā ʻoihana e kūkulu ana i nā ʻōnaehana ea a me nā pahu hau i nā hale kūʻai. ʻO ka hana ʻana i ka kopa i hoʻopilikia ʻia e ka pilikia chip. Ma waho aʻe o ka ʻoihana kukui alakaʻi.
ʻO ke kiʻi ma lalo nei e wāwahi i nā ʻoihana like ʻole e pili ana i ka hemahema.
A ua koho au i ke kukui a me ka ipukukui no kou kuhikuhi.
No ka hoʻoholo ʻana i nā ʻoihana i loaʻa i ka liʻiliʻi, ua nānā ʻo Goldman Sachs i ka pono o kēlā me kēia ʻoihana no nā microchips a me nā mea pili e like me ka hapa o kā lākou GDP. ʻO nā ʻoihana e hoʻolimalima ʻoi aku ma mua o 1% o kā lākou GDP ma nā chips, wahi a ka firm, e hoʻopilikia ʻia e ka pōkole semiconductor.
No ka ʻike, ma ka ʻoihana kaʻa, 4.7% o ka GDP ʻoihana i hoʻohana ʻia ma nā microchips a me nā semiconductors pili, ma kēia kumu, e like me Goldman.
I ka hoʻomaka ʻana o ka maʻi maʻi maʻi, aia kekahi ʻano, ʻo nā mea hana kaʻa, ke manaʻo nei e hoʻolōʻihi nā mea kūʻai aku i nā kūʻai kaʻa, ʻoki i kā lākou lako o nā semiconductor i hoʻohana ʻia i nā mea āpau mai nā ʻōnaehana infotainment o kā lākou kaʻa a hiki i nā ʻenehana kōkua hoʻokele kiʻekiʻe, ʻoi aku ka nui o nā semiconductors. i nā mea ʻenehana mea kūʻai aku, e like me laptops, tablets, consoles game, mobile phones, etc no ka hoʻololi ʻana i ka maʻi maʻi i hoʻokomo ʻia i ka hana mai ka home a me nā wahi aʻo mamao.
I ka manawa i ʻike ai nā mea hana kaʻa he pono lākou i nā chips ma mua o ko lākou manaʻo, ua hoʻolaʻa nā mea hana chip i ka manawa e hana ai i nā chips no nā ʻoihana ʻenehana mea kūʻai. I kēia manawa ke hakakā nei nā ʻoihana ʻelua no ke kākoʻo mai ka helu palena o nā mea hana semiconductor honua e hiki ke hoʻokō i kā lākou pono.
I kēia hihia, ʻoi aku ka maikaʻi o ka ʻoihana kukui LED. ʻO ka mea mua, he haʻahaʻa ka loaʻa kālā o ka chip LED. Ua hoʻomaka nā mea hana i hana mua i nā chips LED e hoʻololi mālie i kā lākou hana hana e hana i nā chips waiwai nui. ʻO ka lua, ʻoiai inā ʻaʻole lākou e hoʻololi i kā lākou mau pono ponoʻī, ma lalo o nā kūlana o kēia manawa, ʻaʻole hiki i nā mea hana chip LED ke loaʻa i nā wafer semiconductors, a ʻo ka hapa nui o ka wafer semiconductors e kahe ana i kēlā mau mea hana chip waiwai nui. ʻO ke kolu, no ka liʻiliʻi liʻiliʻi, e hoʻokō mua nā mea hana chip i nā pono o nā ʻoihana nui LED. ʻO ia ke kumu i hoʻōki ai kekahi mau hale liʻiliʻi ma Kina i ka lawe ʻana i nā kauoha.
Led chip shortage, ke piʻi nei ke kumu kūʻai maka, ʻo ke kaulahao lako holoʻokoʻa i ka pōkole a me ka lohi i ka lawe ʻana, akā ke piʻi mau nei ke koi no nā kukui alakaʻi, ʻo ke koʻikoʻi nui loa.
I kēlā me kēia lā, ke nīnau nei nā mea hana kukui alakaʻi, HE aha? NO KE AHA MAI? A He aha ka hope?
ʻOi aku ka lōʻihi o ka pilikia o ka chip, ʻoiai, ke hana nei nā alakaʻi ʻoihana a me nā kālai'āina e hōʻoluʻolu i ke koʻikoʻi o nā mea hana ma ka ʻāina, ʻoi aku ka nui o nā mea kūʻai aku ma muli o ka hopena.
ʻO nā mea a pau, inā makemake ʻoe i kahi kaʻa a i ʻole kekahi ʻano kamepiula a i ʻole nā ʻāpana ʻē aʻe o ka mea kūʻai aku, a i ʻole kahi kukui alakaʻi, ʻo ia ka manawa e kūʻai ai - inā hiki iā ʻoe ke loaʻa iā lākou.
Ka manawa hoʻouna: Mei-10-2021
