IS210DTRTH1AA全新质保 仓存供应

　　封测方面，英飞凌位于马来西亚马六甲的后段封测厂于6月初被马来西亚卫生部下令关闭。直到6月8日，英飞凌才获得了许可，进入当地封测厂，恢复八个生产区生产。据悉，本次停工导致英飞凌累积损失2－3周产能。由于马来西亚并没有宣布什么时候解除封国，目前当地厂商被通知生产线只留20％的人运作，相当于工厂处于待机状态。 同样在马来西亚有所布局的还有大陆封测厂商通富微电、华天科技以及苏州固锝等，皆因此受到不小影响。根据此前马来西亚长伊斯梅尔·萨布里·雅各布27日晚间发布的一份声明提到，目前尚未实现放松封锁措施的条件，只有在新增确诊病例大幅降低且其他规定条件也被满足的情况下，才会放松封锁措施。 按照以往经验来看，第三季度通常是电子产业传统旺季，封测产能满载，被动元件作为电子终端不可或缺零件需求激增的情况已是司空见惯，但鉴于马来西亚的重要程度，即便是当地电子厂产线都允许六成人力运转，产出也将受到影响。此次封锁除了再度影响当地芯片业生产，进一步加重芯片短缺市况外，还会对全球电子产业链造成一定程度冲击，恐将牵动下半年全球被动器件市场的供需局面。 成为冲击当地半导体产能的重要因素 为了能让生产继续进行，近日，马来西亚半导体工业协会（MSIA）呼吁允许雪兰莪州和吉隆坡的电气和电子（E＆E）工厂在封锁禁令期间运营。 在MSIADatukSeriWongSiewHai看来，马来西亚是全球半导体贸易的主要参与者。大约7％的全球半导体贸易流经马来西亚。此外，它是全球电子供应链的重要组成部分，电子电气出口占马来西亚总出口的39％（3860亿令吉），贡献了国内生产总值（GDP）的6．8％，并在2020年雇佣了575000名员工。封锁禁令暂停了这些电气和电子工厂的运营和生产导致供应链中断，这会进一步导致中医疗救治所需要的呼吸机、医疗设备和其他基本产品也无法组装和生产。 DatukSeriWongSiewHai还进一步提到，中断可能会影响海外企业的投资意向，并可能导致产品转移到马来西亚以外的其他地方。 同样，影响也让马来西亚不少厂商苦不堪言。高盛研究显示，全球有多达169个行业在一定程度上受到芯片短缺影响，从汽车、钢铁产品、混凝土生产到空调制造，甚至包括肥皂生产。众所周知，“缺芯”的原因，还是市场需求的拉动，手机、PC、基站、物联网、汽车等领域火爆的需求也让马来西亚半导体厂商承担了更大的产能重担。据媒体报道，有厂商表示，遇到有史以来的生意，但却因需求量增加、材料购入量增大以及运输渠道减少等因素，一方面出口的运费变贵，另一方面又因防疫工作的核查需较长时间，导致他们无法跟上激增的芯片需求。 相比之下，地区“”已基本宣告可控，各地早已复工复产。对于中国半导体产业来说，在全球产业链因影响动荡的时期，既希望全球半导体供应链能够“摆脱”快速恢复正常，更要借此抓住国产化替代的机会，进一步优化全球生产资源和资产配置，增强自主核心技术，在国际市场拥有更多话语权。

　　“Billions of better decisions” highlights the role of Industrial IoT solutions in reaching sustainability goals while empowering the industrial workforce

　　International survey of 765 decision-makers reveals that while 96 percent believe digitalization is “essential to sustainability,” just 35 percent have implemented Industrial IoT solutions at scale

　　2 percent of companies are increasing investment in Industrial IoT specifically to address sustainability aims

　　ABB today released the findings of a new global study1 of international business and technology leaders on industrial transformation, looking at the intersection of digitalization and sustainability. The study, “Billions of better decisions: industrial transformation’s new imperative,” examines the current take-up of the Industrial Internet of Things (IoT) and its potential for improving energy efficiency, lowering greenhouse gas emissions and driving change. The goal of the new ABB research is to spur discussion within industry regarding opportunities to leverage the Industrial IoT and empower companies and workers to make better decisions that can benefit both sustainability and the bottom line.

　　“Sustainability goals more and more are a crucial driver of business value and company reputation, and Industrial IoT solutions are playing an increasingly important role in helping enterprises achieve safe, smart and sustainable operations,” said Peter Terwiesch, President of ABB’s Process Automation business area. “Unlocking insights hidden in operational data holds the key to enabling literally billions of better decisions throughout industry and acting upon them, with significant gains in productivity, reduced energy consumption and lower environmental impact.”

　　The study, commissioned by ABB, found that an organization’s “future competitiveness” is the single greatest factor – cited by 46 percent of respondents – in industrial companies’ increased focus on sustainability. Yet while 96 percent of global decision-makers view digitalization as “essential to sustainability,” only 35 percent of surveyed firms have implemented Industrial IoT solutions at scale. This gap shows that while many of today’s industrial leaders recognize the important relationship between digitalization and sustainability, the adoption of relevant digital solutions to enable better decisions and achieve sustainability goals needs to accelerate in sectors like manufacturing, energy, buildings and transport.

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　　Win-win scenarios with the Industrial IoT

　　With 63 percent of executives surveyed strongly agreeing that sustainability is good for their company’s bottom line, and 58 percent also strongly agreeing it delivers immediate business value, it’s clear that sustainability and traditional priorities of Industry 4.0 efforts – speed, innovation, productivity, efficiency, customer-centricity – are increasingly intertwined, opening up win-win scenarios for companies looking to drive efficiency and productivity while making strides on climate change.

　　“The International Energy Agency2 estimates that industry accounts for more than 40 percent of global greenhouse gas emissions today,” said Terwiesch. “If we are to reach climate objectives such as the UN’s Sustainable Development Goals and the Paris Agreement, industrial organizations need to implement digital solutions as part of their sustainability strategies. Embracing these technologies at all levels – from the boardroom to the facility floor – is key, as every member of the industrial workforce can become a better decision-maker when it comes to sustainability.”

　　ABB innovations for sustainability

　　ABB is committed to leading with technology to enable a low-carbon society and a more sustainable world. Over the past two years, ABB has reduced greenhouse gas emissions from its own operations by more than 25 percent. As part of its Sustainability strategy 2030, ABB expects to be fully carbon neutral by decade’s end and to support its global customers in reducing their annual CO2 emissions by at least 100 megatons by 2030, the equivalent of removing 30 million combustion cars from the roads each year.

　　ABB’s investments in digital capabilities are core to this commitment. With more than 70 percent of ABB’s R&D resources dedicated to digital and software innovations, and a robust ecosystem of digital partners, including Microsoft, IBM and Ericsson, the company has established a leading presence in Industrial IoT.

　　The ABB AbilityTM portfolio of digital solutions enables a host of industrial use cases to power improvements in energy efficiency, resource conservation and circularity, including condition monitoring, asset health and management, predictive maintenance, energy management, simulation and virtual commissioning, remote support and collaborative operations. Examples of ABB’s more than 170 Industrial IoT solutions include ABB AbilityTMGenix industrial analytics and AI suite; ABB AbilityTM Energy and Asset Manager; ABB AbilityTMCondition Monitoring for Powertrains; and ABB AbilityTM Connected Services for industrial