第一太平戴维斯： 聚焦-2023半导体和物流行业报告（英文版）（15页）.pdf

1、Semiconductors and the Logistics SectorBuilding Blocks of Growth:SPOTLIGHTSavills ResearchS E C T O R O V E R V I E W R E A L E S TAT E I M P A C T S P O L I C Y D E V E L O P M E N T S2Semiconductors and the Logistics SectorThe Covid-19 pandemic played a significant role in creating this disruption

2、.With more people relying on electronic devices and technologies during lockdowns,the demand for laptops,smartphones,gaming consoles,and home appliances surged.This sudden increase in demand led to a higher need for semiconductors.The automotive industry was particularly impacted by the pandemic.Man

3、y car manufacturers temporarily shut down production as the pandemic spread.However,when the demand for vehicles rebounded faster than anticipated,manufacturers struggled to keep up with the sudden surge in orders for automotive semiconductors.This increased demand from the automotive sector further

4、 exacerbated the supply-demand imbalance.The pandemic also disrupted global supply chains,creating significant challenges for semiconductor production and delivery.Factory shutdowns,logistical issues,and reduced production capacity due to Covid-19 safety measures increased lead times for semiconduct

5、ors.The highly complex fabrication processes in semiconductor manufacturing require specialized equipment and facilities,and increasing production capacity takes time and substantial investment.The sudden surge in demand outpaced the available manufacturing capacity,resulting in supply shortages.The

6、 concentration of semiconductor manufacturing in certain regions,particularly East Asia,contributed to vulnerabilities in the supply chain.Disruptions,such as factory closures and trade restrictions,in these regions,had a ripple effect on the global supply of semiconductors.On top of this,trade tens