Set the micro net message ,PC A source from the parts manufacturer said , Although China's epidemic control and restrictions have led to delays in shipments , But it has little impact on customers' orders . however , Supply chain participants may wait until the manufacturing business completely returns to normal in the third quarter , Can't fulfill the order normally .
According to the 《 Electronic times 》 reports , since 3 Since late month , Including Shenzhen 、 Shanghai 、 Many manufacturing centers in China, including Kunshan, have been controlled due to the epidemic , Until recently , Some areas have only begun to relax restrictions , Allow manufacturers to restart production . But sources said , The transportation of goods is still in a semi closed state , Especially cross regional transportation .
Even if the blockade can be in 5 It will be completely lifted later this month , The entire manufacturing and logistics operations may not return to normal until the third quarter . However , The source stressed , Judging from the order on hand , The parts supplier did not see the customer cancel or cut orders .
Delta Electronics, which specializes in power supply and voltage transformation system , The biggest impact of regulation is the disruption of local supply chain caused by transportation obstacles , Especially mechanical parts and other parts mainly from local suppliers . However , Since industrial automation is still an important development direction of China's industry , The company is optimistic that , After the control is completely lifted , China's market demand will remain strong .
IPC Supplier Advantech pointed out that , Its 2022 Shipments in the second quarter of 2012 are being affected by reduced production and logistics bottlenecks , However, the capacity utilization rate of its Kunshan plant is expected to be in 5 Rebounded to in mid June 50-60%, And possibly in 5 Run at full capacity before the end of the month . The company also stressed that , Despite the delay in delivery , The customer didn't reduce orders .
Notebook computer connector manufacturer Hongzhi electronics and IT Parts supplier Dafang electronics also pointed out , up to now , The customer's order momentum is still normal , China's deregulation may trigger a shipping boom for customers .