独家
现在,中国电力危机印度手机行业
对比研究进一步削减其2021年预估从1.7亿年至1.64亿辆,TechArc,由另一个从其1.65亿年预期2 - 3%。其他如IDC和Canalys密切关注这一行业的情况考虑在产品发布进一步延迟。
对比研究进一步下调了2021年预期从1.7亿年至1.64亿辆,TechArc,由另一个从其1.65亿年预期2 - 3%。其他如IDC和Canalys正在密切关注这一行业的情况考虑到产品发布进一步延迟。
“中断正在发挥作用,但我们看到的情况稳定在3 - 6个月的边际对供应链的影响。所有这些因素加在一起,包括集装箱短缺,带来了行业库存历史低点,“行业协会主席潘卡·莫辛德罗说印度手机电子协会(ICEA)。
电力危机的溢出影响,连同运费价格上涨由于容器紧缩和组件短缺的装运下降可能导致印度。
“货物编号可能会从今年的1.7亿下降到1.64亿。会有增加依赖制造业中心在台湾和日本组件,“对位合伙人尼尔·沙阿说。
Techarc创始人费萨尔Kawoosa补充说,将主要受到较小的影响手机玩家,而不是这样的三星、苹果和小米,因为他们的供应链合作伙伴已经考虑到这些大客户供应。
市场研究公司IDC表示,将密切关注事态的发展在未来几周。
“当然,这发生在几周前,节日销售的影响将会非常严重,“Navkendar辛格说,IDC研究主管。“然而,如果其他物流和供应的挑战开始趋缓,在接下来的两个月,然后影响不会因为出货量将配合精益季节”在排灯节。
在线智能手机销量将达到最高,离线零售商面临的影响
在线手机的强劲需求,有担心的砖和迫击炮商店说他们是谁盯着最糟糕的销售时期。
7 - 9月当季,分析师估计百分比较几百万台,与4720万年相比两年前。出售的数量,排灯节期间,会有更高的要不是供应紧缩。
来自中国的新的挑战需要一段时间才能登陆。Sanyam Chaurasia、研究技术市场研究公司Canalys的分析师预计,影响显示12月开始,因为到目前为止手机公司设法储备满足排灯节的需求。
“整体的生产速度将减缓;输出就会大大降低,出口将进一步推迟。我们期待进一步的延迟组件1 - 2周,如果这不是立即恢复,”Chaurasia补充道。
等报道,耐用消费品,包括智能手机和汽车,正面临着供应滞后和一些新的发射被推迟。这也导致了涨价5 - 15%的品牌重新启动手机不同的芯片组。
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<\/figure>Mumbai: The handset industry is running at \u2018historically low inventory levels\u2019 with the latest power crisis in China adding to the already existing challenges around component shortages and supply chain hurdles, triggering market trackers to lower annual shipment targets further.Counterpoint Research<\/a> has cut its 2021 forecast further to 164 million units from 170 million, and TechArc, by another 2-3% from its expected 165 million. Others such as IDC and Canalys<\/a> are keeping a close watch on the situation in an industry that is factoring in further delays in product launches.
\"The outages are having an impact, but we see the situation stabilising in 3-6 months with a marginal impact on the supply chain. All these factors put together, including container shortages, has brought the industry inventories to historical lows,\" said Pankaj Mohindroo, chairman of industry body India Cellular Electronics Association<\/a> (ICEA).
<\/div><\/div>China has been grappling with acute power shortages over the last few months and now several provinces are reportedly facing blackouts. Pick-up in manufacturing demand and measures to lower consumption of fossil fuels have led to these shortages. Manufacturing units have been asked to operate for limited hours and this is affecting all major importers, including India.
The spillover impact of the power crisis, along with increased freight prices due to container crunch and component shortages may lead to drop in shipment for India.
\"The shipment numbers may fall from 170 million this year to 164 million. There will be increased dependency on manufacturing hubs in Taiwan and Japan for components,\" said Neil Shah, partner at Counterpoint.
Techarc founder Faisal Kawoosa added that the impact will be mostly felt by the smaller handset players rather than the likes of Samsung<\/a>, Apple and Xiaomi<\/a>, because their supply chain partners are already factoring in supplies to these large customers.
Market research firm IDC said it will be watching the developments over the next few weeks.
\"Of course, had this happened a few weeks back, the impact would have been severe on festive sales,\" said Navkendar Singh, research director at IDC. \"However, if every other logistical and supply challenge starts tapering off in the next two months, then the impact would not be felt much since the shipments will coincide with the lean season\u201d after Diwali.
The spillover impact of the power crisis, along with increased freight prices due to container crunch and component shortages may lead to drop in shipment for India.
\"The shipment numbers may fall from 170 million this year to 164 million. There will be increased dependency on manufacturing hubs in Taiwan and Japan for components,\" said Neil Shah, partner at Counterpoint.
Techarc founder Faisal Kawoosa added that the impact will be mostly felt by the smaller handset players rather than the likes of Samsung<\/a>, Apple and Xiaomi<\/a>, because their supply chain partners are already factoring in supplies to these large customers.
Market research firm IDC said it will be watching the developments over the next few weeks.
\"Of course, had this happened a few weeks back, the impact would have been severe on festive sales,\" said Navkendar Singh, research director at IDC. \"However, if every other logistical and supply challenge starts tapering off in the next two months, then the impact would not be felt much since the shipments will coincide with the lean season\u201d after Diwali.