Munguva pfupi yapfuura, Morgan Stanley Securities akaburitsa ichangoburwa "Asia Pacific Automotive Semiconductor" mushumo, achiti maviri makuru ekugadzira semiconductor, Rexa naAnsome, vakapa mirairo yekucheka, uye vari kucheka chip test mirairo mukota yechina.
Sekureva kwemushumo, zvikonzero zvekuchekwa kwekuraira kwakapihwa nefekitari hombe ndezvizvi:
1, TSMC yakabuda yemotokari semiconductor wafers mukota yechitatu yakawedzera ne82% pagore, 140% yakakwira kupfuura iyo isati yatanga denda;
2, Kutengeswa kusina simba kwemotokari dzemagetsi munyika yeChina (inoverengera 50% kusvika 60% yemotokari dzemagetsi epasi rose) yakatungamirira kuhuwandu hwemotokari semiconductors, uye maitiro ekucheka kumwe chete anotanga kuitika.
Zhan Jiahong, muongorori weMorgan Stanley semiconductor indasitiri, akataura kuti maererano nekushanya kwazvino kune post foundry process ye semiconductor wafers, mamwe emota semiconductors, senge MCU neCIS vatengesi, kusanganisira Rexa Electronics uye Ansomy Semiconductor, parizvino vari kucheka zvimwe. chip test maodha mukota yechina, izvo zvinoratidza kuti mota machipisi haasisiri kunze kwechitoro.
Zhan Jiahong akataura kuti nekuenzanisa maitiro emari epasi rose emotokari semiconductors nekuchinja kwekubuda kwemotokari, zvinogona kuwanikwa kuti mumakore achangopfuura, iyo CAGR yemari yemotokari semiconductors 'yakakwira kusvika makumi maviri muzana, ukuwo kubuda kwemotokari kuri gumi chete. %.Kubva pane izvi maitiro, kuwandisa kwemotokari semiconductors kwaifanira kunge kwakaitika mukupera kwa2020 uye kutanga kwa2021. Nekudaro, zvakakanganisika nekupararira kwepasi rose COVID-19 panguva iyoyo, chekufambisa chaive chisina kutsetseka kana kunyange kupihwa kwakagurwa, zvichikonzera kushomeka kwakanyanya kwemachipisi emotokari uye kuenderera mberi kushomeka.
Parizvino, sezvo kukanganisa kwekufambisa kuri kudzikira zvishoma nezvishoma, pamwe nekuwedzera kukuru kweTSMC mukubuda kwemachipisi emotokari muchikamu chechitatu, uye kudzikira kwekuda kwemusika muChinese Mainland, iyo inoita makumi mashanu muzana kusvika makumi matanhatu muzana epasi rose. kutengeswa kwemotokari dzemagetsi, machipisi emotokari akagadzirwa zvizere pari zvino, uye dambudziko rekushaikwa kwechipi iro ratambudza indasitiri yemotokari kwemakore akawanda rinogona kunge riri kupera.
Sezvatinoziva tese, kushomeka kwemaitiro emachipisi hakuna kunaka kubva gore rino.Iko kudiwa kwemagetsi evatengi kune husimbe, uye kupihwa kwemachipisi emotokari kunoderera pakudiwa.Vagadziri vakuru vemotokari chip vakaita seTexas Instruments, Italy France Semiconductor, Infineon uye NXP vese vakaburitsa masaini akasimba ekukura mumachipi emotokari.
Infineon, anotungamira anogadzira emotokari simba semiconductors, ane tarisiro yekuchengetedza yekushomeka kwemachipisi emotokari munguva pfupi iri kutevera.Peter Schiefer, purezidhendi wepasi rose weATV weayo mota yemagetsi bhizinesi bhizinesi, akati maitiro ekurongeka eATV achiri kusimba, uye zvimwe zvigadzirwa zvakawandisa.Semuenzaniso, nekuda kwekushomeka kweCMOS kugadzirwa kweOEM, kuwanikwa uye kudiwa kweInfineon's mota MCU muna 2023 haigone kudzokera kune yakaenzana.Stellantis, mugadziri wemotokari wepasi rose uyo akawana mukana wakachengetwa kwenguva yakareba weInfineon Power Semiconductor, akataura zvakare muna Gumiguru kuti zvinotarisirwa kuti semiconductor yekugovera cheni icharamba yakaoma kusvika pakupera kwegore rinouya.
Mukutanga kwaMbudzi, NXP, hombe yekugadzira chip yemotokari, yakati pakuburitsa kwayo Q3 chirevo chezvemari kuti nekuti mari kubva kumachipi emotokari yakaverengera chikamu chikuru, NXP yakadzivirira dambudziko rekukurumidza kuderera mukudiwa kwesemiconductor.Kufanana nevagadziri mumusika wemotokari yekupedzisira, NXP yakati pachine kushomeka kwezvimwe zvigadzirwa pano.Vagadziri vemari vari kunetsekana kuti inguva yakareba sei iyo musika wekupedzisira wemotokari unogona kupa buffer pasi pekudonha kwakawanda kwekuda.
Munguva pfupi yapfuura, maererano nekutsvakurudza kweHaina International Group, nguva yekuendesa chip muna Gumiguru yakapfupiswa nemazuva matanhatu, iyo ndiyo yakanyanya kudonha kubva muna 2016, zvichiratidza kuti chip chido chiri kuderera nokukurumidza.Zvisinei, Hainer akataurawo kuti nguva yekuendesa yeTexas Instruments, iyo ine yakakura chigadzirwa chepotfolio uye runyorwa rwevatengi, yakapfupiswa nemazuva makumi maviri nemashanu muna Gumiguru, uye kupihwa kwayo kwemamwe machipisi emotokari kuchiri kushoma.Zvinogona kuoneka kuti kunyangwe kushomeka kweiyo indasitiri yepasi rose kuri kudzikiswa, mamwe machipisi emotokari ayo achiri kushomeka.
Asi ikozvino, Morgan Stanley akabudisa chiratidzo chitsva chemusika, chinogona kuratidza kuti kushayikwa kwepakati uye kukwira kwemitengo kwakakonzera indasitiri yemotokari kwenguva yakareba ichaderedzwa, uye kutenderera kutsva kweindasitiri semiconductor kuchapera. .
——————Yakatorwa kubva变频器世界 Yakashandurwa neEACON inverter
Nguva yekutumira: Nov-25-2022