Imakethe yokulawula ukunyakaza kulindeleke ukuthi ikhule ngesilinganiso sonyaka esingu-5.5% ngo-2026

Isingeniso:Imikhiqizo yokulawula ukunyakaza isetshenziswa kuzo zonke izimboni ezidinga ukunyakaza okunembile, okulawulwayo.Lokhu kwehlukahlukana kusho ukuthi nakuba izimboni eziningi okwamanje zibhekene nekusasa elingaqinisekile, isibikezelo sethu sesikhathi esimaphakathi nesesikhathi eside semakethe yokulawula ukunyakaza sihlala sinethemba, njengoba ukuthengiswa okulindeleke ukuthi kube ngamaRandi ayizigidi eziyizinkulungwane ezingu-19 ngo-2026, kusuka ku-$ 14.5 billion ngo-2021.

Imakethe yokulawula ukunyakaza kulindeleke ukuthi ikhule ngesilinganiso sonyaka esingu-5.5% ngo-2026.

Imikhiqizo yokulawula ukunyakaza isetshenziswa kuzo zonke izimboni ezidinga ukunyakaza okunembile, okulawulwayo.Lokhu kwehlukahlukana kusho ukuthi nakuba izimboni eziningi okwamanje zibhekene nekusasa elingaqinisekile, isibikezelo sethu sesikhathi esimaphakathi nesesikhathi eside semakethe yokulawula ukunyakaza sihlala sinethemba, njengoba ukuthengiswa okulindeleke ukuthi kube ngamaRandi ayizigidi eziyizinkulungwane ezingu-19 ngo-2026, kusuka ku-$ 14.5 billion ngo-2021.

Izici ezinkulu ezithinta ukukhula

Ubhubhane lwe-COVID-19 lube nemithelela emihle nemibi emakethe yokulawula ukunyakaza.Ngasohlangothini oluhle, i-Asia Pacific yabona ukukhula ngokushesha njengoba abahlinzeki abaningi esifundeni babona ukwanda okukhulu kwemakethe, nokukhuphuka kwesidingo sokukhiqizwa kwemikhiqizo yobhubhane efana nemishini yokuzivikela kanye nama-ventilators.Okuhle kwesikhathi eside wukuqwashisa okwengeziwe ngesidingo sokusebenza okwengeziwe ezimbonini nasezindaweni zokugcina impahla ukuze kubhekwane nezifo eziwubhadane ezizayo kanye nokubhekana nokushoda kwezisebenzi.

Ngasohlangothini olubi, ukukhula kwesikhashana kuvinjwe ukuvalwa kwefekthri kanye nezinyathelo zokuphambanisa umphakathi lapho ubhubhane lukhuphuka.Ukwengeza, abahlinzeki bazithola begxile ekukhiqizeni esikhundleni se-R&D, okungase kuthikameze ukukhula kwesikhathi esizayo.I-Digitization - Abashayeli be-Industrial 4.0 kanye ne-inthanethi Yezinto bazoqhubeka nokushayela ukuthengiswa kokulawula ukunyakaza, futhi i-ajenda yokusimama izophinde iqhube izimboni zamandla amasha njengama-wind turbines namabhethri e-lithium-ion njengezimakethe ezintsha zemikhiqizo yokulawula ukunyakaza.

Ngakho-ke kuningi okumelwe sibe nethemba ngakho, kodwa masingakhohlwa izingqinamba ezimbili ezinkulu izimboni eziningi ezibhekene nazo njengamanje - izindaba zokuhlinzekwa kwezidingo kanye nokwehla kwamandla emali.Ukushoda kwama-semiconductors kubambezele ukukhiqizwa kokushayela, futhi ukushoda komhlaba ongavamile kanye nezinto zokusetshenziswa kube nomthelela ekukhiqizweni kwezimoto.Ngasikhathi sinye, izindleko zokuhamba ziyakhula, futhi ukwehla kwamandla emali okuqinile kuzobangela ukuthi abantu bakucabangele ngokungathi sína ukutshala imali emikhiqizweni ezenzakalelayo.

I-Asia Pacific ihamba phambili

Ukusebenza kabi okulinganiselwe kwemakethe yokulawula ukunyakaza ngo-2020 kuholele engcindezini efanayo ngo-2021, ekhuphule izibalo zokukhula konyaka.Ukuphindaphinda kwangemva kobhubhane kusho ukuthi imali yonke engenayo izokhula isuka ku- $11.9 billion ngo-2020 iye ku-$14.5 billion ngo-2021, ukukhula kwemakethe ngama-21.6% unyaka nonyaka.I-Asia Pacific, ikakhulukazi i-China enemikhakha yayo emikhulu yokukhiqiza kanye nemishini yokukhiqiza, yiyona ehamba phambili kulokhu kukhula, ibalwa ngama-36% (ama-dollar ayizigidi eziyizinkulungwane ezingama-5.17) wemali engenayo yomhlaba wonke, futhi ngokumangazayo, lesi sifunda siqophe izinga eliphezulu lokukhula lika-27.4% %.

isilawuli sokunyakaza.jpg

Izinkampani ezisesifundeni sase-Asia-Pacific zibonakala zikuhlomele kangcono ukubhekana nezinkinga ze-supply chain kunontanga yazo kwezinye izifunda.Kepha i-EMEA ibingekho kude kakhulu, ikhiqiza ama-dollar ayizigidi eziyizinkulungwane ezingama-4.47 emalini engenayo yokulawula ukunyakaza, noma ama-31% emakethe yomhlaba.Isifunda esincane kunazo zonke yiJapan, ngokuthengiswa kwezigidigidi ezi-2.16 zamaRandi, noma u-15% wemakethe yomhlaba.Mayelana nohlobo lomkhiqizo,Servo motorszihola indlela ngenzuzo yezigidigidi eziyisi-6.51 zamaRandi ngo-2021. Amadrayivu e-Servo abalwe ingxenye yemakethe enkulu yesibili, engenisa imali eyizigidi eziyizinkulungwane ezingama-5.53.

Ukuthengisa okulindeleke ukuthi kufinyelele ku-$ 19 billion ngo-2026;isuka ku- $14.5 billion ngo-2021

Ngakho-ke imakethe yokulawula ukunyakaza iya kuphi?Ngokusobala, asikwazi ukulindela ukukhula okuphezulu ngo-2021 ukuthi kuqhubeke, kodwa ukwesaba koku-oda ngokweqile ngo-2021 okuholela ekukhanselweni ngo-2022 kuze kube manje akuzange kwenzeke, ngokukhula okuhloniphekile okungu-8-11% okulindeleke ngo-2022.Kodwa-ke, ukwehla kancane kuqala ngo-2023 njengoba umbono jikelele wokukhiqiza nokukhiqizwa kwemishini wehla.Kodwa-ke, esimweni sesikhathi eside kusukela ngo-2021 kuya ku-2026, imakethe yomhlaba wonke isazokhuphuka isuka ku-$14.5 billion iye ku-$19 billion, emele izinga lokukhula elihlanganisa umhlaba wonke lika-5.5%.

Imakethe yokulawula ukunyakaza e-Asia Pacific izoqhubeka nokuba ngumshayeli obalulekile nge-CAGR ye-6.6% esikhathini sokubikezela.Usayizi wemakethe e-China kulindeleke ukuthi ukhule usuka ku- $3.88 billion ngo-2021 uye ku- $5.33 billion ngo-2026, okuwukunyuka kwama-37%.Kodwa-ke, izehlakalo zakamuva zidale ukungaqiniseki okuthile eChina.I-China yenza kahle ezinsukwini zokuqala zalolu bhubhane, nokuthunyelwa kwemikhiqizo yokulawula ukunyakaza kwamanye amazwe kukhuphuka ngenxa yesidingo esikhulayo emazweni ukukhiqizwa kwawo okuphazanyiswe yileli gciwane.Kepha inqubomgomo yamanje yesifunda yokubekezelela leli gciwane isho ukuthi ukuvalwa kwezindawo emadolobheni amakhulu asechwebeni njengeShanghai kusengaphazamisa imakethe yokulawula ukunyakaza yasekhaya kanye neyomhlaba wonke.Amathuba okuvalwa okwengeziwe eChina maduze nje kungaba ukungaqiniseki okukhulu okubhekene nemakethe yokulawula ukunyakaza.


Isikhathi sokuthumela: Sep-30-2022