Resilinc-特殊供应链行业报告：博览会恢复对全球半导体工业的影响-2023.09-28页-WN9.pdf

?Powe?|2023?8?2023 Resillinc.All ights ese ved.群内每日免费分享5份+最新资料 群内每日免费分享5份+最新资料 300T网盘资源+4040万份行业报告为您的创业、职场、商业、投资、亲子、网赚、艺术、健身、心理、个人成长 全面赋能！添加微信，备注“入群”立刻免费领取 立刻免费领取 200套知识地图+最新研报收钱文案、增长黑客、产品运营、品牌企划、营销战略、办公软件、会计财务、广告设计、摄影修图、视频剪辑、直播带货、电商运营、投资理财、汽车房产、餐饮烹饪、职场经验、演讲口才、风水命理、心理思维、恋爱情趣、美妆护肤、健身瘦身、格斗搏击、漫画手绘、声乐训练、自媒体打造、效率软件工具、游戏影音扫码先加好友，以备不时之需扫码先加好友，以备不时之需行业报告/思维导图/电子书/资讯情报行业报告/思维导图/电子书/资讯情报致终身学习者社群致终身学习者社群关注公众号获取更多资料关注公众号获取更多资料?ContConte en ntstsContents?CON ol Impacts02?03Outlook?2023 Resillinc.All ights ese ved.Pg.3-11Pg.12-21Pg.22-27Executive Summa y?60%?:?8?1?201qXsX9YvZyRwPuNmM9PdN6MnPnNpNmPjMoOxOfQmMqObRnNpPNZtRnNvPtOwP?2023 Resillinc.All ights ese ved.301?Ove view?8?1?st?-?fo expo s?.?AX?Ra eEa thMaiket?4,400?REO?“?”?REO?15.5%?2023 Resillinc.All ights ese ved.4?CHIPS?2022?CHIPS?520?SCMP?2023 Resillinc.All ights ese ved.5?12K?1,200Catego ies?5?4,400?220,451?365?Wo st?45?Alte nate?$32Bn?200?EventWatchAI:Supplie Impacts?*2023?7?3?*2023 Resillinc.All ights ese ved.6?Weste n?DRC?Ge manium?a e?sola?Ge manium?a e?Hanwha Q CELLS?Geo gia?25?Sola Hub?2023 Resillinc.All ights ese ved.7?matee ial shop tages.?EMS?SMC?Celestica?Global Foundation ies?Samsung Foundation y?PC PA tne?Aiwan Su face Mounting?Wistion?FF.Resillinc ecommed conis iding you supplie s o gauge idea idea and discussing mi iga ion.2023 Resillinc.All ights ese ved.8?P ice Impacts?7?3?30?7?10?27%?326?2.2?P ices?43?7?10?1.9%?Cu ent?Cohe ent?Wolfspeed?2023 Resillinc.All ights ese ved.9Souice?Japan7?23?23?.?10?Kokusai Electi ic?okyo Electi on?Advantest Co pNethee lands?9?1?st?.?20?ASML?“DUV”Lithogic aphy?ASML?2023 Resillinc.All ights ese ved.10?“?”?Global expo t est ictions will esult in stained salifiedto supplies.Impacts may not diectly hit leading salifiedto manues,?2023 Resillinc.All ights ese ved.11?02?2023 Resillinc.All ights ese ved.12?Ove view?95?GaAs?include:?(GaN)?:?LED?Automake s?GaN fo?-deduction?2023 Resillinc.All ights ese ved.13?2023 Resillinc.All ights ese ved.14Count yRese vesP ductionExpo tsNotes?68%?2022?606(2022)94m(2022)?98%2022?2018?95%?5?25YoY.Trop impo t t s of China s gallig in 2022 wee e Japan,Ge many and theNethee lands?60?Japanx3mm(2020)x?2018?,?57?41%?2%?impo ts?2018?75%?42%?GaN?2018?2021?31,278Kg?Ko eax2m(2020)5,432kg(2022)?$2.2 M2022?impo ts2022?4,700?2021?5,100?2022?6,700 Kg?2021?P ductionSupply sun ces:impo ts,expo ts,ese ves?2023 Resillinc.All ights ese ved.15Count yRese vesP ductionExpo tsNotes?000?Hindalco Industy ies Ltd?National Aluminum Co.Ltd?US00 x?exas?36,500m?op?impo ts?(2017-2020?)?(53%)?(11%)?(9%)?Uk aine?7?othe?20?140%?2020?2021?279,300434m x?10?2018?UK aine4m 2020?5m 2021?429m?2021?5m?P duction?futu e?cu entSupply sun ces:impo ts,expo ts,ese ves?:Alte nate Matate ials?fo?bipola t ansisto?GaAs?a senide wafe s?GaAs?a senide wafe s?Utu e Alte nate SouesAside f om silicon and in?,they e ai e not any vable solutions to galla as an alte nate matee due to equips of econfigures of supply chain and lack of cost-effectiveness.In the futu e,aluminum potitally p due p p 2023 Resillinc.All ights ese ved.16?Gey manium?Ove viewGey manium?75?Ge manium is used p ima inly as a saledtoi mateal in t ansisto s,integated ci cuits,sola panels,and led.It is also used in inf a ed technology,optical fibe s,the mal imaging devices,plasts,?2019?286,600?2023 Resillinc.All ights ese ved.17Souice?2023 Resillinc.All ights ese ved.18Count yRese vesP ductionExpo tsNotes?x180m(2022)43.7?(2022)?6?2022?2021?14?USGS?An estimated60%?40?Eu ope?Noth Ame ica?op impo te sw ought?unwall ought ge manium?ge manium powde s?ge manium waste and sc ap f om highest to lowest?5%?xx62,370Kg(2018)?NothAmeica?Ceck?Geimanium g ades?Geimanium Dioxide?GeO2)?G ade GeO2powde?G adeGeO2powde,?(GeCl4)?Fib e Optic G ade GeCl4?,?,Nowayx13m(?2015)x?Nodic?2021?59,100m,a3decline f om the pievous yea a.Finnish zinc p ogduction has?2018?85,100m?2022?$859.73 M?P ductionSupply sun ces:impo ts,expo ts,ese vesP oduce s?2023 Resillinc.All ights ese ved.19Count yRese vesP ductionExpo tsNotesUS80,000Kg(2021)xx?2021?$36M?15%?30m 2022?2016?In 2021,US ge manium exti action f om zinc concentrates took place in?ennessee and Alaska.Concentrates f om Alaska wee then?USGS)?fo m?fo p cessing?:?impo?2017-2020?53?22?11?9?5?xx18,739Kg(2018)?2018?341,398Kg?UK ainexx33 Kg(2018)?-?UK aine?2021?29M?P ductionSupply sun ces:impo ts,expo ts,ese ves?County y?Rese ves x5,000(2021)x?xx140m(2021)Expo ts3,068,440Kg(2018)2,268Kg(2018)xNotes?2023?7?23?Lithogiaphy?fo c eating complex patte ns?wafe s?23?appioval fo expo t.?6.5%?20m?2022?3900?10%?2021?40m of ge maniumAn estimated30%?Ove 60%?sc ap?12?P ductionSupply sun ces:impo ts,expo ts,ese vesP oduce s 2023 Resillinc.All ights ese ved.20?Alte nate Mate ials?alte native?pef fo mance?inf a ed?alte native?fo g manium?(ChG)?2023 Resillinc.All ights ese ved.21?03Resilinc Outlook?2023 Resillinc.All ights ese ved.22?Outlook:ResshoingAlte native Supplies&Ressho ing?alte native sou ces?/?REO?2200?B azil?1M m?REO?2021?98?2021?Souice 2023 Resillinc.All ights ese ved.23?n?wo kflows?Long-tem age give you p efe ence f om the supplier and can esult in bette costs fo mates.Piio itize?isk sc es?o supplie s?Conside multi-su cing athe?2023 Resillinc.All ights ese ved.24?Pa t and Sub-Vie VisibilityMUL I-IER?fa off?months?.?EVENA WA CHAI?24/7?Web?P oactive?RISKSHIELD?isk?lea n?Best option is to collaboate a than find a new supplie.Focus on supplies with the most value o s whose loss would ha m the company the most seve ely.If dependent on one supplies fo supplies,begin looking fo alte nate supplies to mitigate the impact of lost supply advance of time?ICS,CommodityWatchAI?PO?10+quant p ice p edictionsneu al netwo k?P dict P ice?2023 Resillinc.All ights ese ved.25?2023 Resillinc.All ights ese ved.26?isk?1.?2.?24-houis3.Resilinc Expe ts?30?discovere y call to help you navigate the isk 2023 Resillinc.All ights ese ved.27?Powe?Hank You!?special epo ts 2023 Resillinc.All ights ese ved.群内每日免费分享5份+最新资料 群内每日免费分享5份+最新资料 300T网盘资源+4040万份行业报告为您的创业、职场、商业、投资、亲子、网赚、艺术、健身、心理、个人成长 全面赋能！添加微信，备注“入群”立刻免费领取 立刻免费领取 200套知识地图+最新研报收钱文案、增长黑客、产品运营、品牌企划、营销战略、办公软件、会计财务、广告设计、摄影修图、视频剪辑、直播带货、电商运营、投资理财、汽车房产、餐饮烹饪、职场经验、演讲口才、风水命理、心理思维、恋爱情趣、美妆护肤、健身瘦身、格斗搏击、漫画手绘、声乐训练、自媒体打造、效率软件工具、游戏影音扫码先加好友，以备不时之需扫码先加好友，以备不时之需行业报告/思维导图/电子书/资讯情报行业报告/思维导图/电子书/资讯情报致终身学习者社群致终身学习者社群关注公众号获取更多资料关注公众号获取更多资料