馬來西亞全面行動管制排除半導體業者

作者 : TrendForce

馬來西亞面對本月1日起實施的全面行動管制(MCO 3.0),多數產業中僅有具備高產值優勢的半導體產業不受限制...

由於近期東南亞如泰國、越南和馬來西亞疫情持續嚴峻,故政府祭出更嚴密的防疫政策因應,然前述國家皆為電子材料供應鏈的重鎮,其中又以半導體封裝測試,以及被動元件供應為重的馬來西亞最受關注。馬國面對本月1日起實施的全面行動管制(MCO 3.0),多數產業中僅有具備高產值優勢的半導體產業不受限制,根據TrendForce調查,當地封測相關企業或產線目前仍正常運行。

 

馬來西亞疫情發展美日確診人數時間軸。

(來源:TrendForce)

 

馬來西亞政府於2020年3月18日首次執行類似的防疫管制,當時僅允許5成私人企業於防疫條件下可對外營業;至於較高產值的半導體業及緊急救護的醫療業不在此限。而本次雖提升管制力道,僅開放部分必要經濟活動,但其限制條件卻有所放寬,惟限私人業者4成出勤人口須遠距辦公;半導體行業則仍排除在外。

被動元件生產及出貨排程受限

TrendForce進一步指出,同為馬來西亞重點產業的被動元件市場卻可能出現供貨瓶頸,供應商如太陽誘電(Taiyo Yuden)、華新科技(Walsin Technology)、NDK & Epson等,在管制之下其供應鏈的生產時程,以及攸關進出貨排程的貨運交通,都將成為影響訂單遞延與否的關鍵變數。

此外,隨著歐美品牌客戶陸續在6~7月開始調整季末訂單,目前筆電品牌戴爾(Dell)、惠普(HP)將維持下半年訂單量,同時將加強鞏固相關IC能正常供給;而蘋果(Apple) iPhone 13 則欲在7月啟動供應鏈拉貨。雖然上述訂單需求都將成為下半年被動元件市場的有利支撐,然東南亞各國疫情復燃,以及半導體元件缺貨問題能否緩解,也會影響終端客戶下半年對MLCC的備貨力道。

整體而言,TrendForce認為,儘管IDM大廠如英特爾(Intel)、英飛凌(Infineon)、德州儀器(Texas Instruments)及OSAT廠如日月光(ASE)、Amkor、通富微電(TFME)、天水華天(Hua Tian)等在當地的生產運作等不受此限,但馬來西亞此次全面行動管制,恐將牽動下半年全球被動元件市場的供需局面。

 

 

 

 

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