I. Li-chip le li-semiconductor: Keketseho ea ho Romelloa ha thepa kantle ho naha + Taolo e Matla ea ho Romelloa ha thepa kantle ho naha
Chaena'Li-chip tse romelloang kantle ho naha li nyolohile ka 72.6% (Pherekhong–Hlakola)
Boleng bohle bo feta RMB e libilione tse 300, e leng se fetang kholo ea khoebo ea kantle ho naha ka kakaretso (21.8%). Lihlahisoa tse ka sehloohong ke li-chip tsa 28/40/55nm tse butsoitseng, tse sebelisoang haholo ho li-MCU tsa lisebelisoa tsa lapeng, lisebelisoa tsa elektroniki tsa likoloi le taolo ea indasteri.—li-chip tsa mantlha bakeng sa li-motherboard le lisebelisoa. Litheko tsa yuniti li nyoloha ka hoo e ka bang 52%, li bakoa ke khaello ea ketane ea phepelo ea lefats'e le Chaena'melemo ea bokhoni.
Netherlands e atolosa taolo ea ho romela thepa kantle ho naha ea ASML (La 11 Tlhakubele)
E akaretsa mechine ea lithography ea 28nm/45nm e butsoitseng, e thibela ka ho toba katoloso ea bokhoni ba lisebelisoa tsa lapeng le li-chip tsa indasteri. Li-odara tsa li-chip tse ka bang limilione tse likete tse 45 lefatšeng ka bophara lia ameha.
US e beha lekhetho la 25% ho di-semiconductor (ho qala ho sebetsa ka Pherekhong)
Tefiso ea 25% ea ad valorem holim'a li-chip le lisebelisoa tse tsoang kantle ho naha, ka mekhelo bakeng sa tlhahiso ea lehae. Melemo ea ho hira basebetsi ba kantle ba haufi le lebōpo la leoatle Vietnam le Mexico; Likhamphani tsa Chaena li potlakisa nts'etsopele ea ts'ebetso e butsoitseng le liindasteri tse tšehetsang tsa lehae.
II. Lisebelisoa tsa Lapeng le Lisebelisoa tsa Motlakase: Limmaraka le Maano
Brazil e felisa litefiso tsa thepa e kenang kantle ho naha tse ka bang 1,000 tsa elektroniki/lisebelisoa (La 30 Tlhakubele)
Lihlopha tse 970 tsa lihlahisoa li fetoha mosebetsi‑mahala bakeng sa 4 ea nakoana‑nako ea khoeli, ho kenyeletsoadikarolo tsa elektroniki, diboto tsa mama, disebediswa tsa lapeng, le disebediswa tsa ITSena se fetola keketseho ea lekhetho ea 7.2% ka Hlakola, e leng se hlahisang monyetla o moholo bakeng sa thepa e romeloang kantle ho naha ea Chaena ho ea Brazil.
Litsi tsa data tsa AI li tsamaisa thepa ea motlakase kantle ho naha
Tlaleho ea IEA: Khaello ea transformer lefatšeng ka bophara e fihlile ho 30%, linako tsa ho etella pele li ekelitsoe ho fihlela lilemo tse 3. Chaena.'thepa e romelloang kantle ho naha e phahameng‑Li-transformer tsa motlakase/tse bohlale le li-switchgear lia eketseha, li tšehetsoa ke tlhoko e matla ea ntlafatso ea gridi ea motlakase Europe le US.
Litheolelo tsa litefiso tsa US li thusa ho romelloa kantle ho naha ha lisebelisoa tsa lapeng
Litefiso tse kopaneng tsa thepa ea Chaena li fokotsehile ka hoo e ka bang 5%. Hammoho le ho fumana thekiso e ncha ea mabenkele a Amerika le ho bokella thepa hape, metheo ea thepa e romeloang kantle ho naha bakeng sa lisebelisoa tse kholo tsa lapeng e ntlafetse.
III. Melawana e Mecha ea Indasteri (Tlhokomelo ea Melao ea Bohlokoa)
Chaena'e ncha sesebelisoa sa motlakase se senyehileng Melao ea ho sebelisa hape lintho e qala ho sebetsa (La 1 Tlhakubele)
HJ 527 e ncha e tloaelehileng—Selemo sa 2026 se atolosa ho atolosoa ha thepa e bohlale le lisebelisoa tsa likoloi, se matlafatsa taolo ea tšilafalo nakong ea ho qhaqhoa. Barekisi ba thepa kantle ho naha ba lokela ho hlokomela litaelo tse tiileng tsa EU WEEE le RoHS.
Liphetoho tsa puseletso ea lekhetho la kantle ho naha (li sebetsa ho tloha ka la 1 Mmesa)
Litheolelo tsa lekhetho la kantle ho naha bakeng sa lihlahisoa tsa PV li felisitsoe.
Tefo ea betri e fokotsehile ho tloha ho 9% ho ea ho 6% (ka ho feletseng)‑2026) mme ya fediswa ka 2027.
IV. Litlamorao tsa Bohlokoa
Khaello ea batho ba hōlileng tsebong‑li-chip tsa ts'ebetso→Liboto tsa hau tsa lisebelisoa tsa lapeng le lisebelisoa li fumana phepelo e matla‑botsitso ba ketane, ntlha ea bohlokoa ea thekiso.
Mosebetsi oa Brazil‑fensetere ea mahala→Potlakisa nts'etsopele ea 'maraka oa Amerika Boroa, u shebane le likarolo tsa elektroniki tsa li-TV le mechini ea ho hlatsoa.
Fensetere ea Canton Fair→Ikopanye le bareki ba lefats'e ka bophara, totobatsa batho ba hōlileng tsebong‑tšehetso ea ts'ebetso, phano e tsitsitseng, le litifikeiti tsa machabeng (CE/UL).
Nako ea poso: Mmesa-08-2026
