Gaadiidleyda ayaa la kulma dagaal dheer iyadoo ay jirto gabaabsi

Wax soo saarka adduunka oo dhan wuu saameeyay iyadoo falanqeeyayaasha ay ka digayaan arrimaha saadka sanadka soo socda oo dhan

Baabuur-sameeyayaasha adduunka oo dhan ayaa la halgamaya gabaabsi yar oo ku qasbaya inay joojiyaan wax soo saarka, laakiin maamulayaasha iyo falanqeeyayaasha ayaa sheegay inay u badan tahay inay sii wadaan dagaalka hal ama xitaa laba sano oo kale.
Chipmaker-ka Jarmalka Infineon Technologies ayaa sheegay usbuucii hore inay la dagaalantay bixinta suuqyada maadaama masiibada COVID-19 ay carqaladeyso wax soo saarka Malaysia. Shirkadda ayaa wali la tacaalaysa dhibaatadii ka dhalatay duufaantii jiilaalka ee ka dhacday gobolka Texas ee dalka Maraykanka.

Maamulaha guud ee Reinhard Ploss ayaa sheegay in alaabadu ay ahaayeen "halkii ugu hooseeyay ee taariikhiga ah; Chips-yadayada waxa si toos ah looga soo raray warshadayada warshadaheena si toos ah loo galo dhamaadka codsiyada”.

"Baahida semiconductors waa mid jaban. Hadda, si kastaba ha ahaatee, suuqa waxa soo food saartay xaalad sahayda oo aad ciriiri u ah, ayuu yidhi Ploss. Wuxuu sheegay in xaaladdu ay sii jiri karto illaa 2022-ka.

Dharbaaxadii ugu dambeysay ee soo gaartay warshadaha gawaarida caalamiga ah ayaa timi iyadoo Renesas Electronics ay bilowday inay soo ceshato xadiga shixnadaha bartamihii bishii Luulyo. Chipmaker-ka Japan ayaa dab ka kacay warshadeeda horaantii sanadkan.

AlixPartners waxay ku qiyaaseen in warshadaha baabuurta ay lumin karaan $61 bilyan iibka sanadkan sababtoo ah gabaabsi.

Stellantis, oo ah baabuurta adduunka ugu weyn, ayaa ka digtay usbuucii hore in yaraanta semiconductor ay sii wadi doonto inay ku dhufato wax soo saarka.

General Motors waxa uu sheegay in gabaabsi yarida ay ku qasbi doonto in ay shaqada ka fadhiistaan ​​saddex warshadood oo ku yaalla Waqooyiga Ameerika kuwaas oo sameeya baabuurta waaweyn ee xamuulka qaada.

Joojinta shaqadu waxay noqon doontaa markii labaad ee toddobaadyadii la soo dhaafay ay GM saddexda warshadood ee waaweyn ee xamuulka ah ay joojiyaan inta badan ama dhammaan wax soo saarkooda dhibaatada chip-ka.

BMW waxay ku qiyaastay in 90,000 oo baabuur aan la soo saari karin yaraanta sanadkan.

"Sababtoo ah hubanti la'aanta hadda jirta ee sahayda semiconductor, kama saari karno suurtagalnimada in tirooyinkayada iibka ay saameyn ku yeelato waqtiyada wax soo saarka ee dheeraadka ah," ayuu yiri xubinta guddiga BMW ee maaliyadda Nicolas Peter.
Dalka Shiinaha, Toyota ayaa hakisay khadka wax soo saarka ee Guangzhou, oo ah caasimadda gobolka Guangdong, usbuucii hore, sababtoo ah ma aysan hubin karin jajabyo ku filan.

Volkswagen ayaa sidoo kale waxaa ku dhacay xiisadda. Waxay iibisay 1.85 milyan oo baabuur gudaha Shiinaha qeybtii hore ee sanadka, ilaa 16.2 boqolkiiba sanadka, oo aad uga hooseeya celceliska heerka kobaca ee 27 boqolkiiba.

"Waxaan ku aragnay iib gaabinaya Q2. Ma ahan sababtoo ah macaamiisha Shiinaha si lama filaan ah uma aysan jeclayn. Sababta oo ah waxa si weyn noo saameeyay gabaabsigu, ayuu yidhi madaxa shirkadda Volkswagen Group China Stephan Woellenstein.

Waxa uu sheegay in wax soo saarka si weyn loo saameeyay bishii Juun marka la eego qalabkeeda MQB, kaas oo lagu dhisay baabuurta Volkswagen iyo Skoda. Dhirtu waxay ahayd inay dib u habeeyaan qorshahooda wax-soo-saarka ku dhawaad ​​maalin kasta.

Woellenstein wuxuu sheegay in gabaabsigu uu jiro bishii Luulyo laakiin la dhimi doono laga bilaabo Ogosto maadaama baabuur-sameeyaha uu u weecanayo alaab-qeybiyeyaal kale. Si kastaba ha ahaatee, wuxuu ka digay in xaaladda guud ee saadka ay weli tahay mid kacsan oo yaraanta guud ay si wanaagsan u sii socon doonto illaa 2022-ka.

Ururka Shiinaha ee Soosaarayaasha Gawaadhida ayaa sheegay in iibka baabuurta ee la isku daray ee dalka lagu qiyaasay inuu hoos u dhacay 13.8 boqolkiiba sannadkii ilaa 1.82 milyan bishii Luulyo, iyada oo gabaabsigu uu yahay dambi weyn.
Jean-Marc Chery, oo ah maamulaha shirkadda Franco-Italian chipmaker STMicroelectronics, ayaa sheegay in amarada sanadka soo socda ay dhaafeen awoodaha wax soo saarka ee shirkadiisa.

Waxaa jira qirasho ballaaran oo ka dhex jirta warshadaha in yaraanta "ay socon doonto ilaa sanadka soo socda ugu yaraan", ayuu yidhi.

Infineon's Ploss wuxuu yiri: "Waxaan ku dadaaleynaa sidii aan u wanaajin lahayn arrimaha silsiladda qiimaha oo dhan waxaanan uga shaqeyneynaa sida ugu dabacsan ee suurtogalka ah anagoo ku jirna danta macaamiisheena.

"Isla markaa, waxaan si joogto ah u dhiseynaa awood dheeri ah."

Laakiin warshado cusub ma furi karaan hal habeen. "Dhisidda awood cusub waxay qaadataa waqti - warshad cusub, in ka badan 2.5 sano," ayuu yiri Ondrej Burkacky, oo ah lamaane sare iyo la-hogaamiyaha xirfad-yaqaannada caalamiga ah ee la-talinta McKinsey.

"Marka badi balaadhinta hadda bilaabmaya ma kordhin doonto awoodda la heli karo illaa 2023," ayuu yidhi Burkacky.

Dowladaha ka jira dalal kala duwan ayaa sameynaya maalgashi waqti dheer ah maadaama gawaarida ay noqdaan kuwo caqli badan oo u baahan jajabyo badan.

Bishii Maajo, Kuuriyada Koonfureed waxay ku dhawaaqday maalgashi dhan $451 bilyan oo ay ku doonayso inay ku noqoto shirkad weyn oo semiconductor ah. Bishii la soo dhaafay, Senate-ka Mareykanka ayaa u codeeyay $52 bilyan oo kabka dhirta chips.

Midowga Yurub wuxuu raadinayaa inuu labanlaabo saamigiisa awoodda wax-soo-saarka chip-ka caalamiga ah ilaa 20 boqolkiiba suuqa marka la gaaro 2030.

Shiinaha ayaa ku dhawaaqay siyaasado wanaagsan oo lagu kicinayo horumarka waaxda. Miao Wei, oo ah wasiirkii hore ee warshadaha iyo tignoolajiyada macluumaadka, ayaa sheegay in casharka laga helayo gabaabsi la'aanta caalamiga ah ay tahay in Shiinuhu u baahan yahay warshadeeda baabuurta oo madax banaan oo la xakamayn karo.

"Waxaan ku jirnaa da' uu software-ku qeexayo baabuurta, baabuurtuna waxay u baahan yihiin CPU-yada iyo nidaamyada hawlgalka. Markaa waa inaan hore u sii qorshaynaa,” ayuu yidhi Miao.

Shirkadaha Shiinuhu waxay horumarro ka samaynayaan chips-yada horumarsan, sida kuwa looga baahan yahay hawlaha wadista iskood u madaxbannaan.

Bilowga Horizon Robotics ee fadhigeedu yahay Beijing ayaa soo rartay in ka badan 400,000 chips tan iyo markii ugu horreysay lagu rakibay moodel Changan maxalliga ah bishii Juun 2020.


Waqtiga boostada: Sebtembar-09-2021