[kokee]

china key components mostly rely on import, china still rely mainly on labour intensive industry.
with this Ukraine war, globally has no more trust in china.
almost all foreign investment will pull out of china like russia today, cut off many supply of key component to china.
china likely go back to very low end products of their own brand, no higher end IC & will not supply to china.
1 bil china people in debt, almost 300mil jobless now, china is in serious plunging now.


元器件斷供，數千家電子廠停產，深圳經濟遭到重創，工人無班可上，經濟增長的目標還能實現嗎？中國供應鏈也迎來最黑暗時刻。