{"id":2058,"date":"2023-03-09T09:51:51","date_gmt":"2023-03-09T06:51:51","guid":{"rendered":"https:\/\/filobroker.com\/?p=2058"},"modified":"2023-04-28T10:48:11","modified_gmt":"2023-04-28T07:48:11","slug":"otomotivde-cip-krizi-2023-yilinda-sona-eriyor-mu","status":"publish","type":"post","link":"https:\/\/filobroker.com\/en\/2023\/03\/09\/otomotivde-cip-krizi-2023-yilinda-sona-eriyor-mu\/","title":{"rendered":"<strong>Otomotivde \u00e7ip krizi 2023 y\u0131l\u0131nda sona eriyor mu?<\/strong>"},"content":{"rendered":"<p><em>\u201cBazen en k\u00fc\u00e7\u00fck \u015feyler, b\u00fct\u00fcn bir ekosistemi kendi ba\u015f\u0131na dize getirmeye yeter.\u201d<\/em>&nbsp;<\/p>\n\n\n\n<p>Deloitte\u2019un \u00e7ip krizi hakk\u0131ndaki raporunun bu giri\u015f c\u00fcmlesi son \u00fc\u00e7 y\u0131lda otomotiv sekt\u00f6r\u00fcnde ya\u015fanan \u00e7ip krizini en iyi \u015fekilde anlat\u0131yor.<\/p>\n\n\n\n<p>\u00c7ip krizinin ba\u015flad\u0131\u011f\u0131 ilk g\u00fcnden beri \u00fcmitle i\u015faret edilen 2023\u2019e girmi\u015f durumday\u0131z. Beklendi\u011fi gibi \u00e7ip krizi bu y\u0131l sona erecek mi? Bu soruya arkas\u0131na yaslan\u0131p evet diyebilecek bir profesyoneli bulmak hala \u00e7ok zor.<\/p>\n\n\n\n<p><strong>\u00c7ip k\u0131tl\u0131\u011f\u0131 i\u00e7in y\u00fcz milyarlarca dolarl\u0131k yat\u0131r\u0131m ve destek paketi a\u00e7\u0131kland\u0131.<\/strong><\/p>\n\n\n\n<p>Ancak D\u00fcnya genelinde \u00f6zellikle 2022\u2019de a\u00e7\u0131klanan destek paketleri ve yat\u0131r\u0131mlar 2023\u2019\u00fc \u00e7ip krizinin daha az hissedilece\u011fi bir y\u0131l haline getirebilir.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>G\u00fcney Kore \u00e7ip \u00fcretim kapasitesinin art\u0131r\u0131lmas\u0131 i\u00e7in 10 y\u0131l i\u00e7inde 450 milyar dolarl\u0131k destek sa\u011flayaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131.<\/li>\n\n\n\n<li>ABD, a\u011fustos ay\u0131nda yar\u0131 iletken \u00e7iplerin \u00fclke i\u00e7inde \u00fcretilmesi ve bu alandaki bilimsel ara\u015ft\u0131rmalar\u0131 desteklemek i\u00e7in 53 milyar dolarl\u0131k bir destek yasas\u0131 \u00e7\u0131kard\u0131.<\/li>\n\n\n\n<li>Avrupa Birli\u011fi ise \u00e7ip \u00fcretim pazar\u0131ndaki pay\u0131n\u0131 2030\u2019a kadar iki kat art\u0131rmay\u0131 hedeflendi\u011fini a\u00e7\u0131klad\u0131.<\/li>\n\n\n\n<li>ABD&#8217;de fabrika da a\u00e7may\u0131 planlayan d\u00fcnyan\u0131n en b\u00fcy\u00fck \u00e7ip \u00fcreticisi TSMC ise, 44 milyar dolarl\u0131k plan a\u00e7\u0131klad\u0131<\/li>\n\n\n\n<li>T\u00fcrkiye\u2019de \u00e7ip tasar\u0131m\u0131 ile ilgili s\u0131n\u0131rl\u0131 giri\u015fimler olsa da hen\u00fcz \u00e7ip \u00fcretimi yap\u0131lm\u0131yor.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>\u00c7ip \u00fcreticileri umutlu ancak otomotiv sekt\u00f6r\u00fcnde kesintiler 2023\u2019te de devam edecek.<\/strong><\/p>\n\n\n\n<p>\u00c7ip krizinin 2023\u2019te devam edip etmeyece\u011fi ile ilgili baz\u0131 g\u00f6r\u00fc\u015fler ise \u015f\u00f6yle:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Financial Times&#8217;ta (FT) yay\u0131nlanan yeni bir rapor otomotiv end\u00fcstrisinde tedarik zinciri k\u0131tl\u0131klar\u0131n\u0131n 2023 y\u0131l\u0131 boyunca devam edece\u011fini s\u00f6yl\u00fcyor.<\/li>\n\n\n\n<li>Yar\u0131 iletken \u015firketi Onsemi&#8217;nin Ba\u015fkan\u0131 Hassane El-Khoury: 2023&#8217;\u00fc de\u011fi\u015ftirmek i\u00e7in yapabilece\u011finiz hi\u00e7bir \u015fey yok. M\u00fc\u015fteri talebini kar\u015f\u0131lamak i\u00e7in 2023&#8217;te her ay, her \u00e7eyrekte kapasite art\u0131raca\u011f\u0131z.&#8221;<\/li>\n\n\n\n<li>Baz\u0131 analistlerin tahminleri ise \u00e7ip k\u0131tl\u0131\u011f\u0131 nedeniyle 2023&#8217;te yakla\u015f\u0131k 3 milyon daha az ara\u00e7 \u00fcretilece\u011fi y\u00f6n\u00fcnde.<\/li>\n<\/ul>\n\n\n\n<p>KPMG\u2019nin yar\u0131 iletken \u00fcreticileri y\u00f6neticileriyle ger\u00e7ekle\u015ftirdi\u011fi ankette ise beklentiler daha olumlu. Ankete kat\u0131lan 153 y\u00f6neticinin temsil etti\u011fi \u015firketlerin yar\u0131s\u0131ndan fazlas\u0131 1 milyar dolardan fazla ciroya sahip.&nbsp;<\/p>\n\n\n\n<p><strong><em>\u201c2023\u2019te de y\u0131l boyunca ara ara kesintiler ya\u015fanabilir.\u201d<\/em><\/strong><\/p>\n\n\n\n<p>Bu y\u00f6neticilerin 2023 y\u0131l\u0131nda \u00e7ip krizinin bitebilece\u011fine dair s\u00f6ylemleri olduk\u00e7a umut verici. Ancak bu \u00fcreticiler de otomotiv sekt\u00f6r\u00fcne ayr\u0131 bir parantez a\u00e7\u0131yor ve otomotiv sekt\u00f6r\u00fcnde 2023\u2019te de y\u0131l boyunca ara ara kesintiler ya\u015fanabilece\u011fini belirtiyorlar.<\/p>\n\n\n\n<p>K\u0131sacas\u0131, &nbsp;\u00e7ip \u00fcretiminde milyarlarca dolarl\u0131k yat\u0131r\u0131m\/destek haberlerinin aras\u0131nda 2023 y\u0131l\u0131nda da istenilen otomobillerin, istenilen zamanlarda filolara kat\u0131labilmesi sorun olmaya devam edecek.<\/p>\n\n\n\n<p>Kaynaklar: Ars Technica, Financial Times, KPMG, Deloitte&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>\u201cBazen en k\u00fc\u00e7\u00fck \u015feyler, b\u00fct\u00fcn bir ekosistemi kendi ba\u015f\u0131na dize getirmeye yeter.\u201d&nbsp; Deloitte\u2019un \u00e7ip krizi hakk\u0131ndaki raporunun bu giri\u015f c\u00fcmlesi son \u00fc\u00e7 y\u0131lda otomotiv sekt\u00f6r\u00fcnde ya\u015fanan \u00e7ip krizini en iyi \u015fekilde anlat\u0131yor. \u00c7ip krizinin ba\u015flad\u0131\u011f\u0131 ilk g\u00fcnden beri \u00fcmitle i\u015faret edilen 2023\u2019e girmi\u015f durumday\u0131z. Beklendi\u011fi gibi \u00e7ip krizi bu y\u0131l sona erecek mi? Bu soruya [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2059,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","footnotes":""},"categories":[36,94],"tags":[41,43,45,93,42,92,44,63,46],"class_list":["post-2058","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-otomotiv-gundemi","tag-akilli-filo-yonetimi","tag-filo","tag-filo-analizi","tag-filo-arac-kiralama","tag-filo-broker","tag-filo-danismanlik","tag-filo-kiralama","tag-filo-yonetimi","tag-fleet"],"_links":{"self":[{"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/posts\/2058","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/comments?post=2058"}],"version-history":[{"count":1,"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/posts\/2058\/revisions"}],"predecessor-version":[{"id":2060,"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/posts\/2058\/revisions\/2060"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/media\/2059"}],"wp:attachment":[{"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/media?parent=2058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/categories?post=2058"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/filobroker.com\/en\/wp-json\/wp\/v2\/tags?post=2058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}