{"id":71302,"date":"2022-04-22T13:04:28","date_gmt":"2022-04-22T10:04:28","guid":{"rendered":"https:\/\/www.haberegider.com\/blog\/?p=71302"},"modified":"2022-04-22T13:04:28","modified_gmt":"2022-04-22T10:04:28","slug":"cip-endustrisinde-kitliga-karsi-446-milyar-dolarlik-yatirim-hedefi","status":"publish","type":"post","link":"https:\/\/www.haberegider.com\/blog\/cip-endustrisinde-kitliga-karsi-446-milyar-dolarlik-yatirim-hedefi\/","title":{"rendered":"\u00c7ip end\u00fcstrisinde k\u0131tl\u0131\u011fa kar\u015f\u0131 446 milyar dolarl\u0131k yat\u0131r\u0131m hedefi"},"content":{"rendered":"

Teknolojinin hemen her alan\u0131nda b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yan \u00e7iplerin k\u00fcresel tedarikinde s\u0131k\u0131nt\u0131lar s\u00fcrerken, \u00e7ip \u00fcreticileri yeni fabrikalar\u0131n ve ek \u00fcretim hatlar\u0131n\u0131n in\u015fas\u0131 i\u00e7in 2021-2023 d\u00f6neminde 446 milyar dolarl\u0131k yat\u0131r\u0131m yapmay\u0131 planl\u0131yor.<\/h4>\n

Kovid-19 salg\u0131n\u0131yla ba\u015flayan\u00a0\u00e7ip k\u0131tl\u0131\u011f\u0131 d\u00fcnya genelinde etkili olmaya devam ediyor.<\/strong><\/p>\n

K\u00fcresel \u00e7ip tedarikindeki s\u0131k\u0131nt\u0131lar nedeniyle otomobil, bilgisayar, cep telefonu ve elektrikli ev aletleri gibi bir\u00e7ok elektronik aksaml\u0131 \u00fcr\u00fcn\u00fcn \u00fcretiminde aksamalar ya\u015fan\u0131yor.<\/p>\n

\u0130ki y\u0131l \u00f6nce salg\u0131n\u0131n\u0131n k\u00fcresel tedarik zincirlerini sarsmas\u0131yla yar\u0131 iletkenlerde ya\u015fanan s\u0131k\u0131nt\u0131, k\u00fcresel sanayi i\u00e7in g\u00fcnl\u00fck ya\u015fam\u0131n bir par\u00e7as\u0131 haline gelirken, o zamandan bu yana bir otomobil i\u00e7in bir y\u0131ll\u0131k teslimat s\u00fcresi ola\u011fan bir durum olmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/p>\n

\"\"<\/a><\/p>\n

Rusya-Ukrayna sava\u015f\u0131 \u00e7ip end\u00fcstrisini de etkiliyor<\/h3>\n

Bir\u00e7ok \u015firket salg\u0131n\u0131n ard\u0131ndan tedarik s\u0131k\u0131nt\u0131s\u0131n\u0131n hafiflemesini umarken, bir sonraki k\u00f6t\u00fc senaryonun Rusya-Ukrayna sava\u015f\u0131yla ger\u00e7ekle\u015fti\u011fi g\u00f6r\u00fcl\u00fcyor.<\/p>\n

Ukrayna, a\u011f\u0131rl\u0131kl\u0131 olarak \u00e7ip sekt\u00f6r\u00fcnde ihtiya\u00e7 duyulan neon gaz\u0131n\u0131n en \u00f6nemli \u00fcreticilerinden biri olarak \u00f6ne \u00e7\u0131karken, neon gaz\u0131nda yeni tedarik\u00e7inin \u00e7\u0131kmas\u0131n\u0131n kolay olmad\u0131\u011f\u0131 belirtiliyor.<\/p>\n

Neon gaz\u0131, \u00e7ip \u00fcretimindeki silikon tabaka \u00fczerine yans\u0131t\u0131lan lazer \u0131\u015f\u0131klar\u0131n\u0131 beslemekte kullan\u0131l\u0131yor.<\/p>\n

\u00c7ip yat\u0131r\u0131mlar\u0131n\u0131n rekor seviyeye ula\u015fmas\u0131 bekleniyor<\/h3>\n

Otomobillerin elektrikli ve daha otonom hale gelmesiyle artan \u00e7ip talebi ve devam eden \u00e7ip k\u0131tl\u0131\u011f\u0131 \u015firketlerin rekabet i\u00e7in bu alana rekor yat\u0131r\u0131mlar yapmas\u0131na neden oluyor.<\/p>\n

\u00c7in’den ABD ve Almanya’ya kadar bir\u00e7ok \u00fclkenin \u00e7ip \u00fcretimini \u00fcretimde ba\u011f\u0131ms\u0131zl\u0131k i\u00e7in te\u015fvik etmesi nedeniyle gelecek y\u0131llarda bu alandaki yat\u0131r\u0131mlar\u0131n rekor seviyeye ula\u015fmas\u0131 bekleniyor.<\/p>\n

\u00c7ip end\u00fcstrisi milyarlarca dolarl\u0131k yat\u0131r\u0131mlarla salg\u0131n\u0131n ard\u0131ndan ba\u015flayan \u00e7ip s\u0131k\u0131nt\u0131s\u0131n\u0131 gidermeye haz\u0131rlan\u0131yor.<\/p>\n

End\u00fcstri birli\u011fi SEMI’ye g\u00f6re, \u00e7ip \u00fcreticileri yeni fabrikalar\u0131n ve ek \u00fcretim hatlar\u0131n\u0131n in\u015fas\u0131na 2021-2023 d\u00f6neminde 446 milyar dolar yat\u0131r\u0131m yapmay\u0131 hedefliyor.<\/p>\n

Bu hedefin, Kovid-19 salg\u0131n\u0131n\u0131n etkili oldu\u011fu 2021’de sekt\u00f6r\u00fcn toplam sat\u0131\u015f tutar\u0131na \u00e7ok yak\u0131n olmas\u0131 dikkati \u00e7ekiyor. Ge\u00e7en y\u0131l k\u00fcresel yar\u0131 iletken sat\u0131\u015flar\u0131n\u0131n bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 26,2 artarak 555,9 milyar dolara y\u00fckseldi\u011fi kay\u0131tlarda yer al\u0131yor.<\/p>\n

K\u00fcresel \u00e7ip yat\u0131r\u0131mlar\u0131n\u0131n 2021-2023 d\u00f6neminde, 112 milyar dolar\u0131n\u0131n ABD, 89 milyar dolar\u0131n\u0131n Tayvan, 65 milyar dolar\u0131n\u0131 Kore, 64 milyar dolar\u0131n\u0131n \u00c7in, 49 milyar dolar\u0131n\u0131n Japonya ve 56 milyar dolar\u0131n\u0131n Avrupa ile Ortado\u011fu \u00fclkeleri merkezli olmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

\u00c7ip end\u00fcstrisinin 2022’de ise 190 milyar dolarl\u0131k yat\u0131r\u0131m\u0131 hayata ge\u00e7irmesi bekleniyor.<\/p>\n

Artan \u00e7ip talebi nedeniyle Intel, TSMC ve Samsung Electronics gibi t\u00fcm b\u00fcy\u00fck tedarik\u00e7iler kapasitelerini geni\u015fletirken, \u00e7ip sat\u0131\u015flar\u0131n\u0131n bu y\u0131l yakla\u015f\u0131k y\u00fczde 9 artmas\u0131 bekleniyor.<\/p>\n

En \u00e7ok etkilenen otomotiv sekt\u00f6r\u00fc<\/h3>\n

Pazar ara\u015ft\u0131rmac\u0131lar\u0131n\u0131n verileri, d\u00fcnya \u00e7ap\u0131nda otomobil sat\u0131\u015flar\u0131n\u0131n \u00e7ip eksikli\u011fi nedeniyle mart ay\u0131nda ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na k\u0131yasla d\u00f6rtte bir oran\u0131nda d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n

D\u00fcnyan\u0131n \u00f6nde gelen otomobil \u00fcreticileri, \u00e7ip eksikli\u011fi nedeniyle baz\u0131 fabrikalar\u0131nda \u00fcretimleri ask\u0131ya almak zorunda kal\u0131yor.<\/p>\n

ABD Ulusal Ekonomi Konseyi Direkt\u00f6r\u00fc Brian Deese, ABD’deki ekonomik \u00e7\u0131kt\u0131n\u0131n \u00e7ip eksikli\u011fi nedeniyle ge\u00e7en y\u0131l y\u00fczde 1 daha d\u00fc\u015f\u00fck oldu\u011funun tahmin edildi\u011fini belirtiyor.<\/p>\n

\u00c7ip yat\u0131r\u0131mlar\u0131n\u0131n 4’te 1’i ABD merkezli<\/h3>\n

Yar\u0131 iletkenler, g\u00fcn\u00fcm\u00fcz d\u00fcnyas\u0131n\u0131n belkemi\u011fini olu\u015fturmas\u0131n\u0131n yan\u0131 s\u0131ra \u00fclkeler aras\u0131ndaki rekabet unsurlar\u0131ndan da biri haline d\u00f6n\u00fc\u015f\u00fcyor.<\/p>\n

ABD, yar\u0131 iletken end\u00fcstrisindeki t\u00fcm k\u00fcresel yat\u0131r\u0131mlar\u0131n 4’te 1’ini yakla\u015f\u0131k 112 milyar dolarla olu\u015fturuyor.<\/p>\n

Ge\u00e7en y\u0131l d\u00fcnya \u00e7ap\u0131nda sat\u0131\u015f gelirlerinde ilk 10’da yer alan \u00e7ip \u00fcreticilerinin 7’sinin ABD merkezli olmas\u0131 dikkati \u00e7ekiyor. Ancak ABD\u2019li tedarik\u00e7iler yar\u0131 iletkenleri b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Uzakdo\u011fu’daki fason \u00fcreticilerden temin ediyor ve bir y\u0131l\u0131 a\u015fk\u0131n s\u00fcredir teslimata yeti\u015femiyor.<\/p>\n

\u00c7ip end\u00fcstrisinde iki numara olan Intel’in ABD ve AB’de \u015fimdiden milyarlarca dolarl\u0131k yat\u0131r\u0131m ba\u015flatt\u0131\u011f\u0131 biliniyor.<\/p>\n

ABD merkezli Intel, Eyl\u00fcl 2021\u2019de, Avrupa Birli\u011fi\u2019ndeki (AB) yar\u0131 iletkenlerin AR-GE ve imalat\u0131 i\u00e7in gelecek 10 y\u0131l i\u00e7inde 80 milyar avroluk yat\u0131r\u0131m plan\u0131 a\u00e7\u0131klam\u0131\u015ft\u0131. \u015eirket bu plan kapsam\u0131nda, k\u00fcresel otomobil \u00fcretiminde \u00f6nemli rol oynayan Almanya\u2019da 17 milyar avroluk bir \u00e7ip fabrikas\u0131 kuracak.<\/p>\n

\u00c7in’in k\u00fcresel tedarik zincirindeki \u00f6nemini azaltmak isteyen Washington y\u00f6netimi, yar\u0131 iletken \u00fcr\u00fcnlerin \u00fcretimini y\u0131llard\u0131r Amerika’ya geri getirmeye \u00e7al\u0131\u015f\u0131yor.<\/p>\n

Son olarak, Taiwan Semiconductor Manufacturing\u2019in (TSMC) Arizona’da temelini att\u0131\u011f\u0131 12 milyar dolar de\u011ferindeki fabrika bu \u00e7al\u0131\u015fman\u0131n bir meyvesi olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n

\u00dclkeler riskleri en aza indirmeye \u00e7al\u0131\u015f\u0131yor<\/h3>\n

En b\u00fcy\u00fck fabrikalara sahip ve t\u00fcm \u00e7iplerin y\u00fczde 40’\u0131n\u0131n geldi\u011fi Tayvan ve G\u00fcney Kore’nin de kom\u015fular\u0131yla anla\u015fmazl\u0131k halinde olmas\u0131 endi\u015feye neden oluyor. Bu nedenle d\u00fcnya genelinde h\u00fck\u00fcmetler, \u00e7ip \u015firketlerini kendi \u00fclkelerinde \u00fcreterek riskleri en aza indirmeye \u00e7al\u0131\u015f\u0131yor.<\/p>\n

\u00c7ip end\u00fcstrisi, \u00c7in ve ABD’nin yan\u0131 s\u0131ra AB’nin de stratejik sekt\u00f6rleri aras\u0131nda yer al\u0131yor.<\/p>\n

SEMI’ye g\u00f6re Avrupa’da yakla\u015f\u0131k 56 milyar dolarl\u0131k ek \u00fcretim kapasitesi yarat\u0131l\u0131yor ancak bu k\u00fcresel yat\u0131r\u0131mlar\u0131n sadece y\u00fczde 13’\u00fcne tekab\u00fcl ediyor ve AB’nin hedefledi\u011fi seviyenin alt\u0131nda.<\/p>\n

AB Komisyon Ba\u015fkan\u0131 Ursula von der Leyen, AB’nin d\u00fcnya \u00fcretimindeki pay\u0131n\u0131 10 y\u0131l\u0131n sonunda y\u00fczde 20’ye \u00e7\u0131karmay\u0131 hedefliyor. Bunun ger\u00e7ekle\u015fmesi i\u00e7in AB’de \u00f6nceden planlanandan \u00e7ok daha fazla yat\u0131r\u0131m\u0131n yap\u0131lmas\u0131 gerekiyor.<\/p>\n

Avrupa’n\u0131n en b\u00fcy\u00fck 2 \u00e7ip \u015firketinin bu y\u0131l ge\u00e7en y\u0131la g\u00f6re \u00e7ok daha fazla yat\u0131r\u0131m yapmak istedi\u011fi dikkati \u00e7ekerken, Frans\u0131z-\u0130talyan STMicroelectronics yat\u0131r\u0131mlar\u0131n\u0131 neredeyse 2’ye katlayaca\u011f\u0131n\u0131, M\u00fcnih merkezli Dax grubu Infineon ise y\u00fczde 40 daha fazla yat\u0131r\u0131m yapmay\u0131 hedefledi\u011fini belirtiyor.<\/p>\n

Y\u00f6netim dan\u0131\u015fmanl\u0131\u011f\u0131 \u015firketi McKinsey, \u00e7ip end\u00fcstrisinin 2030 y\u0131l\u0131na kadar y\u0131lda ortalama y\u00fczde 8’e kadar b\u00fcy\u00fcyece\u011fini tahmin ediyor.<\/p>\n

ABD, \u00e7ip end\u00fcstrisi i\u00e7in 52 milyar dolarl\u0131k destek sa\u011flamay\u0131 hedeflerken, AB’nin 43 milyar avroluk s\u00fcbvansiyon sa\u011flad\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor.<\/p>\n

AB’nin yan\u0131 s\u0131ra \u00fcye \u00fclkelerin de bireysel olarak \u00e7ip end\u00fcstrisine y\u00f6nelik kaynak ay\u0131rd\u0131\u011f\u0131 dikkati \u00e7ekiyor. Bu \u00fclkeler aras\u0131nda \u0130spanya, \u0130talya ve Almanya yer al\u0131rken, Avrupal\u0131 y\u00f6neticiler bu alanda Asya’y\u0131 yakalamak i\u00e7in daha fazla yat\u0131r\u0131m \u00e7a\u011fr\u0131s\u0131nda bulunuyor.<\/p>\n

Yar\u0131 iletkenler i\u00e7in y\u00fcksek oranda AR-GE ve sermaye harcamas\u0131 gerekiyor<\/h3>\n

Tasar\u0131m\u0131 ve \u00fcretimi olduk\u00e7a karma\u015f\u0131k olan yar\u0131 iletkenler i\u00e7in y\u00fcksek oranda AR-GE ve sermaye harcamas\u0131 gerekiyor.<\/p>\n

Yar\u0131 \u0130letken End\u00fcstrisi Derne\u011fi (SIA) ile Boston Consulting Group’un Nisan 2021\u2019de yay\u0131nlanan raporu, gelecek 2030\u2019a kadar yar\u0131 iletkenlere y\u00f6nelik artan talebin kar\u015f\u0131lanabilmesi i\u00e7in k\u00fcresel olarak AR-GE ve sermaye harcamalar\u0131na yakla\u015f\u0131k 3 trilyon dolarl\u0131k yat\u0131r\u0131m yap\u0131lmas\u0131 gerekece\u011fini ortaya koyuyor.<\/p>\n

Rapora g\u00f6re, elektronik tasar\u0131m otomasyonu, \u00e7ip tasar\u0131m\u0131 ve geli\u015fmi\u015f \u00fcretim ekipmanlar\u0131 gibi AR-GE yo\u011fun faaliyetlerde ABD ba\u015f\u0131 \u00e7ekerken, Do\u011fu Asya, h\u00fck\u00fcmet te\u015fvikleriyle desteklenen b\u00fcy\u00fck sermaye yat\u0131r\u0131mlar\u0131n\u0131n yan\u0131 s\u0131ra sa\u011flam altyap\u0131ya ve vas\u0131fl\u0131 i\u015f g\u00fcc\u00fcne eri\u015fim gerektiren yonga imalat\u0131nda \u00f6n plana \u00e7\u0131k\u0131yor.<\/p>\n

En \u00e7ok ticareti yap\u0131lan 4’\u00fcnc\u00fc \u00fcr\u00fcn<\/h3>\n

\u00c7ipler, ham petrol, rafine petrol ve arabalar\u0131n ard\u0131ndan d\u00fcnyada en \u00e7ok ticareti yap\u0131lan 4’\u00fcnc\u00fc \u00fcr\u00fcn olurken, k\u00fcresel t\u00fcketimin y\u00fczde 25’ini ger\u00e7ekle\u015ftiren ABD ve \u00c7in bu alandaki en b\u00fcy\u00fck pazarlar olarak dikkati \u00e7ekiyor.<\/p>\n

\u00c7ip \u00fcretim kapasitesinin yakla\u015f\u0131k y\u00fczde 75’i y\u00fcksek sismik aktivite ve jeopolitik gerilimlere \u00f6nemli \u00f6l\u00e7\u00fcde maruz kalan bir b\u00f6lge olan \u00c7in ve Do\u011fu Asya’da yo\u011funla\u015f\u0131yor. Ayr\u0131ca, d\u00fcnyan\u0131n en geli\u015fmi\u015f yar\u0131 iletken \u00fcretim kapasitesinin \u00e7o\u011fu G\u00fcney Kore ve Tayvan’da bulunuyor.<\/p>\n

Bu b\u00f6lgelerde do\u011fal afet, altyap\u0131 s\u0131k\u0131nt\u0131lar\u0131 veya k\u00fcresel \u00e7at\u0131\u015fmalar ya\u015fanmas\u0131 halinde \u00e7ip tedarikinde ciddi kesintiler ya\u015fanabilece\u011fi belirtiliyor.<\/p>\n

Kaynak: AA<\/p>\n","protected":false},"excerpt":{"rendered":"

Teknolojinin hemen her alan\u0131nda b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yan \u00e7iplerin k\u00fcresel tedarikinde s\u0131k\u0131nt\u0131lar s\u00fcrerken, \u00e7ip \u00fcreticileri yeni…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14072,1,30],"tags":[],"class_list":["post-71302","post","type-post","status-publish","format-standard","hentry","category-ekonomi","category-manset","category-teknoloji"],"views":208,"_links":{"self":[{"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/posts\/71302","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/comments?post=71302"}],"version-history":[{"count":1,"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/posts\/71302\/revisions"}],"predecessor-version":[{"id":71304,"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/posts\/71302\/revisions\/71304"}],"wp:attachment":[{"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/media?parent=71302"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/categories?post=71302"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.haberegider.com\/blog\/wp-json\/wp\/v2\/tags?post=71302"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}