野村:中国封城 全球供应链生产中断
西安 一小区仍未解封,人口处有身穿防护衣男子看守。(图:法新社)
(中国‧北京8日电)中国对抗Omicron引发新一波疫情,西安、宁波市部份地区、河南省禹州市等一些大城市已封城,韩国三星和美国美光科技(Micron)表示在西安当地工厂因此受影响后,令人担忧全球恐怕将出现更多供应链生产受到中断。
野村(Nomura)经济学家报告指出,“中国封城正在造成生产中断”。
野村控股经济分析师瓦尔玛(Sonal Varma)在报告中表示,Omicron高传染力,对中国“清零策略”
下的供应链、对部份疫苗低接种率的新兴经济体,是近期的成长风险。分析师警告,越南、泰国和其他对全球制造链来说重要的国家可能也会祭出防疫措施,造成产品出货延迟。
报道说,中国最新一波封城的最大城市是有1300万人口的西安,重要性在于当地有负责生产智能手机用晶片、汽车零件及其他产品的厂商,供应对象遍及全球和中国品牌。
三星和美光在西安受封城影响的工厂,是生产智能手机、个人电脑和伺服器所需DRAM及NAND记忆体晶片,两公司都表示会仰赖他处工厂来弥补减产,尽可能缩小冲击;但美光已表明,部份出货恐怕会延迟。
惠誉国际信评(Fitch)首尔分析师张雪莉表示,西安若延长封城时间,将对NAND快闪记忆体供应造成负面影响。目前情况为产品供应增添更多不确定性。
三星NAND晶片主要在西安厂生产
根据张雪莉,三星的NAND晶片有高达42%在西安厂生产,而西安生产的NAND占全球供应的15%。
全球使用的NAND晶片三分一由三星制造。
https://www.sinchew.com.my/20220109/%E9%87%8E%E6%9D%91%EF%BC%9A%E4%B8%AD%E5%9B%BD%E5%B0%81%E5%9F%8E-%E5%85%A8%E7%90%83%E4%BE%9B%E5%BA%94%E9%93%BE%E7%94%9F%E4%BA%A7%E4%B8%AD%E6%96%AD/
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