Recently, there have been sudden power outages in the northeastern region of my country. In many cities, the power of traffic lights has been cut off from day to night, and the entire city has been paralyzed. In this regard, my country has responded to the relevant instructions on the power cut, but some netizens pointed out their views on the Internet. Netizens believe that the purpose of my country’s power cut is to reduce the number of orders received, so as to reduce the impact of US inflation on the global economy. pressure. For some time, this response has been supported by thousands of netizens, but this is not the case.
Regarding the hype on the Internet about the “limited telephone problem”, some experts have put forward different opinions recently, thinking that the analysis of these netizens is a baseless imagination. In fact, the truth is that the deviation of my country’s coal power supply and demand balance has nothing to do with other countries.
Since the outbreak of the new crown epidemic, the domestic output value of the United States has obviously continued to decline, although Biden has launched a number of “printing money” plans after taking office, which has caused several rounds of short-term economic recovery. But in the long run, the U.S. economy still needs other ways to be rescued. US media previously reported that due to the impact of the global epidemic, the main commodity suppliers are currently concentrated in China and Asian countries. However, China has implemented power rationing measures and wants to reduce the global supply of goods through power outages. Therefore, the United States will face a very big problem in the future, that is, “empty” supermarkets.
For Apple, the supply of the iPhone 13 has made them a bit big. According to the current situation, the mobile phone is very likely to be out of stock in the future. According to a Nikkei report, due to the supply chain in Vietnam being blocked by the epidemic, the delivery time of the iPhone 13 will be extended. In view of the current severe epidemic in the country, if there is no improvement in the short term, the iPhone 13 series will be directly out of stock in the future.
Vietnam has said that the epidemic has severely affected all areas of the economy. In addition to the epidemic factor, power cuts in some domestic provinces have also put pressure on the production of the iPhone 13.
A number of Apple’s suppliers in China have been affected by the blackout. According to incomplete statistics, they include the printed circuit board manufacturer Xinxing Electronics’ factory in Suzhou (Dingxin Electronics), Yisheng Precision Co., Ltd. (under Foxconn), Kang Erfu (speaker components), ASE Kunshan Company (substrate materials, packaging and testing services), Universal Wafer Kunshan Factory (wafers), Pegatron (OEM), Fuding Precision (under Foxconn), Taijun Technology (flexible PCB board) )Wait.
Apple’s official website shows that the iPhone 13 series is currently placed for orders, and it will take two weeks at the fastest and one month at the longest to arrive.
From small and medium-sized electronics manufacturers to Apple’s supply chain, the electronics industry was supposed to prepare for the looming production and sales season, but power supply constraints have hit technology companies’ supply chains. “Power cuts currently affect about 30% of our production capacity. If it continues, it may affect 50% or more of our production capacity.” Wang Hua (pseudonym), CEO of a domestic Electronic technology company that supplies Motorola smart watches, told Yicai.com .
Wang Hua’s company is a Shanghai-based manufacturer of smart devices for export markets. Its products include electronic watches, etc. The upstream supply chain is mainly distributed in coastal areas such as Jiangsu, Fujian, Guangdong, and Zhejiang, and it is also an area that has recently restricted power supply. “Our large molds and supply chain are mainly concentrated along the coast, and now the production plant in Dongguan has started to close on two days and five days, which is equivalent to a complete shutdown.
Another smart wearable device supplier headquartered in Shanghai also told the First Financial Reporter that the company’s supply chain in Kunshan has been seriously affected by power constraints. “Almost half of the shipments were affected. The production capacity in the second half of September was basically stopped, and October is still waiting.”
The National Development and Reform Commission issued the “Plan for Improving the Dual Control System of Energy Consumption Intensity and Total Volume” (the “Plan” for short). Since then, Guangdong, Jiangsu, Zhejiang, Shandong and other places have introduced stricter power and production restrictions, including non-working in some factories. Time rationing, arranging staggered peak production for enterprises, and suspension of production for high-energy-consuming enterprises for half a month, etc., will be implemented more than in mid-to-late September.
This energy consumption dual control policy may be related to the incomplete realization of the “13th Five-Year” energy consumption dual control target. According to the National Development and Reform Commission’s “Barometer of Completion of Energy Consumption Dual Control Targets in Various Regions in the First Half of 2021”, less than 40% of the regions have completed the progress of energy consumption reduction, which is significantly lower than the average of 90% since the “Eleventh Five-Year Plan”. The energy consumption intensity of nine provinces (autonomous regions) including Guangdong, Yunnan, and Jiangsu increased instead of falling.
Compared with previous years, most of the energy consumption reduction targets in various regions of the country during the “Eleventh Five-Year Plan” and “Twelfth Five-Year Plan” period were completed, and the completion rate has gradually declined since 2020. In the first three quarters of last year, 11 provinces (autonomous regions and municipalities) failed to complete the progress target of reducing energy consumption intensity, and the situation is even more serious this year. Under the pressure of the dual-control assessment, in September this year, many provinces with backward energy consumption control, including Jiangsu and Yunnan, took the initiative to restrict production in high-energy-consuming industries to reduce energy consumption indicators.