It's the beginning of the end to China's current role as the world's factory. The US and Europe will establish a secure supply chain outside of China. India, Vietnam, Mexico stand to benefit the most from this strategy, at the expense of China. Ironically, decades ago, China was at the receiving end when the US encouraged the movement in manufacturing sector out of the Asian Tiger economies.
Times change. Values don't.
roliepolieolie 发表评论于 2021-04-16 10:27:02
It's the beginning of the end to China's current role as the world's factory. The US and Europe will establish a secure supply chain outside of China. India, Vietnam, Mexico stand to benefit the most from this strategy, at the expense of China. Ironically, decades ago, China was at the receiving end when the US encouraged the movement in manufacturing sector out of the Asian Tiger economies.
Times change. Values don't.
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Time has changed but you have not. China is no longer a beggar at the "receiving end" but a strong competitor of the US. The competitive edge of Made-in-China is not from the cheap labor nowadays but from the sophisticated industrial capabilities, large scale production and the huge domestic market. The last one is very important. For example, when Nike makes shoes in China, it can make two pairs, one is for China market, the other is for the US. But if it moves to Vietnam it can only make one pair for the US, not to say it has to import (some) shoe materials from China. This's the economics 101. You may have strong personal beliefs but it won't do a thing to stop the rising of China. With 1.4 billion people, China is the most powerful force the world ever seen. Resistance is futile.
不管怎么说，英文很棒。现在的五毛水平很可以啊。
2021-04-16 11:14:53 by tesuji
Time has changed but you have not. China is no longer a beggar at the "receiving end" but a strong competitor of the US. The competitive edge of Made-in-China is not from the cheap labor nowadays but from the sophisticated industrial capabilities, large scale production and the huge domestic market. The last one is very important. For example, when Nike makes shoes in China, it can make two pairs, one is for China market, the other is for the US. But if it moves to Vietnam it can only make one pair for the US, not to say it has to import (some) shoe materials from China. This's the economics 101. You may have strong personal beliefs but it won't do a thing to stop the rising of China. With 1.4 billion people, China is the most powerful force the world ever seen. Resistance is futile.
受到芯片短缺影响，中国各地众多半导体电子企业近期出现被迫停工的现象，有些甚至倒闭。有工人担心，冲击将引起另一波失业潮。
中国电子产业受芯片短缺影响处境日趋艰难。在广东省珠三角地区，有下游企业因缺少芯片不得不暂停接单，甚至停工或倒闭。据《21世纪经济报道》报道，一颗小小的芯片正挑动着整个中国电子产业的神经。今年初以来，东莞市中和视讯科技有限公司总经理刘清春一直在为芯片的涨价而焦虑。更令他焦头烂额的是，“芯片不仅一再涨价，现在即使加钱也订不到货了。”
报道称，芯片涨价潮汹涌，下游企业不得不面对成本上涨的压力。在缺芯压力下，众多企业陷入有单不敢接的尴尬境地；有的企业不得不暂停接单，并延缓了出货周期。
芯片短缺企业停工放假
本周在微信朋友圈流传一段企业因却少芯片，而被迫停工的视频。一位拍摄停工企业的男子说：“（工厂）没有芯片，已经放假了。放假、放假、放假，没有芯片放假啦。”
多位业内人士分析称，芯片短缺及涨价现象将会贯穿整个2021年，依附其间的下游企业，将不得不在压力之下继续负重前行。
中国手机制造、平板电脑、汽车制造等半导体行业全部需要芯片，去年下半年以来，手机及半导体产品的需求量激增，但受制于有限的晶圆制造产能，芯片供不应求。
金融学者司令本周四（15日）接受自由亚洲电台采访时说，中国大陆的高科技制造企业受到芯片短缺的影响最大：“如果没有芯片，势必造成这些下游企业的成本大幅度上涨，目前上涨幅度高达30%左右。另外，美国和一些西方国家正在对中国盗窃知识产权的情况进行调查，中国整个制造业将是一场地震。”
4月12日，首届广州国际电子及电器博览会开幕。参展的多家电子企业负责人披露，芯片短缺和涨价已成为令企业最为头疼的事情。比如一些企业有订单却不敢接，只得被迫减产。司令说：“很多企业受制于当前芯片供应短期的窘境而无法按期交货，导致大量产品违约，从而影响很多中国企业。”
数据显示，通信设备、PC/平板、消费电子和汽车是中国前四大对芯片需求最为旺盛的下游行业，上述行业各占全球芯片下游终端需求的近10%至30%之间。有网民对本台说，近期，电脑、硬盘及显卡均出现15%或以上的涨幅。
薪金低、失业率高 工人、民众抱怨
另外，企业停产导致大量工人失业。在武汉打工的孙先生告诉本台，今年初以来，不少企业都因缺少芯片而停业并裁减工人：“生存环境太差了，整个大环境也不好啊，工资都不高，都在裁人。国家的报纸、电视说得多么好，这好那好，武汉已经恢复。恢复个鬼。”
中国大型通讯设备制造商华为集团因受到美国制裁，库存的手机芯片接近用完。华为去年第四季度手机出货量大跌四成，预计今年再跌六成，只能进军养猪和煤矿业实行自救。