Tebchaws Europe Kev Muag Khoom Muag Khoom Muag tau txo qis dua, tab sis kev txhim kho thoob ntiaj teb tau cog lus tias yuav pab tau.

Raws li European lub sij hawm luv luv muag tsheb kev kwv yees raug txiav dua vim yog Tuam Tshoj thiab Russia, cov tub ua lag luam txhawj xeeb tias los ntawm lub sijhawm cov khoom lag luam txaus ntshai tau txo qis, qhov kev xav tau loj hlob tuaj yeem tawm mus.

Muaj cov xov xwm zoo ntawm lub chip tsis txaus.

Kev muag khoom thoob ntiaj teb kev kwv yees tsis muaj zog ib yam nkaus tab sis xav tias yuav rov pib muaj zog nce siab hauv ob peb xyoos.

Peev nyiaj hauv tuam txhab Morgan StanleyMS
tau hais hauv tsab ntawv tshaj tawm ua tsaug rau Tuam Tshoj txoj kev rov qhib dua tom qab covid kaw cov khoom siv ntau dua tau tso tawm, thaum lub caij nplooj zeeg ntawm kev thov rau cov neeg siv khoom siv hluav taws xob tau tso cai nkag mus rau semiconductors rau kev lag luam tsheb. Lwm lub tuam txhab peev nyiaj, UBS, tau hais tias cov khoom siv hluav taws xob semiconductor yuav nce zuj zus thiab cov khoom siv hauv xyoo tom ntej lossis yog li ntawd. UBS tau hais tias qhov kev thov rau cov sedans hwm thiab SUVs yuav ua tau zoo tshaj kev lag luam ua tsaug rau cov neeg siv khoom tau txais txiaj ntsig zoo, thaum lub roj teeb hluav taws xob tsheb (BEV) tseem ua tau zoo.

LMC Automotive, nyob rau hauv nws cov kev muag khoom txhua hli hloov tshiab rau Western Europe, tau txo nws txoj kev kwv yees dua. Nws tam sim no hais tias kev muag khoom yuav swb 7.4% hauv 2022 txog 9.81 lab, piv nrog nws cov kev kwv yees ib hlis dhau los ntawm 6% poob. Thaum pib ntawm lub xyoo, LMC Automotive reckoned kev muag khoom yuav khi ua ntej los ntawm 8.6%, tab sis Russia tus ntxeem tau ntawm Ukraine muab them rau qhov ntawd.

Hauv 2019 lub ntiaj teb ua ntej tus kabmob coronavirus, Western European muag tau tsoo 14.29 lab.

"Peb kwv yees xyoo 2022 kev lag luam poob rau xyoo 2020 thiab 2021, thiab nyob ib ncig ntawm ob feem peb ntawm cov qib uas pom hauv 2019, vim peb qhov kev xav hauv lub hauv paus xav tias cov teeb meem ntawm cov saw hlau yuav txwv tsis pub dhau lub xyoo no thiab mus rau 2023," LMC tau hais hauv ib tsab ntawv. qhia.

"Txoj kev pheej hmoo tseem nyob ze rau qhov poob qis, nrog rau qhov kev hem thawj tam sim rau qhov kev kwv yees tshwm sim los ntawm kev tsis sib haum xeeb ntev tshaj li qhov xav tau hauv Ukraine lossis ua rau muaj kev cuam tshuam loj rau cov saw hlau cuam tshuam vim yog Tuam Tshoj txoj cai COVID-19. Qhov xwm txheej ntawm qhov kev xav tau tau dhau los ua qhov tsis txaus ntseeg, tau hais qhia los ntawm qhov tseeb tias kev ntseeg siab ntawm cov neeg siv khoom hauv Tebchaws Europe tam sim no qis dua li txhua yam pom thaum pib muaj kev sib kis, "daim ntawv tshaj tawm tau hais.

Western Europe suav nrog tag nrho cov lag luam loj ntawm lub teb chaws Yelemees, Britain, Fabkis, Spain thiab Ltalis.

Morgan Stanley, hauv nws daim ntawv tshaj tawm, tau hais tias thaum qhov xwm txheej tseem muaj dej, lub ntiaj teb kev siv lub tshuab chip tsis txaus yuav ua rau ze dua rau kev daws teeb meem.

Morgan Stanley tau hais tias "Peb pom kev txhim kho cov saw hlau muaj txiaj ntsig zoo li qhov tsis txaus siab rau kev hloov pauv ntawm tus nqi los ntawm cov neeg uas tau nyiam lub zog ntawm tus nqi qis rau cov uas yuav tsum tau ntsib cov nqi nkag tau nce thiab qis qis qis qis," Morgan Stanley tau hais.

Ib tsab ntawv tshaj tawm dhau los ntawm UBS tau hais tias nws cov qauv ntawm kev nce nqi ntawm cov khoom lag luam mus rau hauv tsheb tau thim rov qab txij li lub ncov thaum lub Peb Hlis, coj los ntawm cov nqi npib tsib xee thiab lithium.

Lub caij no, Automotive News Europe tau tshaj tawm Mercedes thiab BMW tau txais cov khoom siv thev naus laus zis txaus kom tso cai rau lub peev xwm tsim rov qab mus rau qhov siab tshaj. VW tau pom cov khoom siv tsis tu ncua, txawm hais tias nws qhia qee qhov tsis paub meej txog lub hlis tom ntej.

Lub hli tas los Lub teb chaws Yelemees Lub Chaw rau Kev Tshawb Fawb Kev Tshawb Fawb Tsheb (CARAR
) hais tias kev muag khoom thoob ntiaj teb hauv 2022 yuav poob rau 67.6 lab los ntawm xyoo tas los 71.3 lab. Kev muag khoom tau xav tias yuav tsum tau qis dua hauv 2020 ntawm 68.6 lab tom qab dhia dej los ntawm 79.9 lab hauv 2019 vim tias kev lag luam thoob ntiaj teb kaw tau tshwm sim los ntawm kev ntshai ntawm tus kabmob coronavirus.

Kev muag khoom thoob ntiaj teb tau nce siab hauv 2017 ntawm 84.4 lab.

CAR kwv yees qhov kev txhim kho qeeb tab sis ruaj khov nrog 70.8 lab muag hauv 2023, 73.4 lab hauv 2024 thiab 75.4 lab hauv 2025.

"Lub ntiaj teb no, qhov no yog lub lag luam tsheb phem tshaj plaws rau 10 xyoo," CAR hais.