Kutshanje, uMorgan Stanley Securities ukhuphe ingxelo yamva nje "ye-Asia Pacific Automotive Semiconductor", esithi abenzi ababini abakhulu be-semiconductor, uRexa kunye no-Ansome, bakhuphe imiyalelo yokusika, kwaye basika ii-odolo zovavanyo lwe-chip kwikota yesine.
Ngokwengxelo, izizathu zokunqunyulwa komyalelo okhutshwe ngumzi-mveliso omkhulu zezi zilandelayo:
1, Imveliso ye-TSMC ye-wafers ye-semiconductor yezithuthi kwikota yesithathu yonyuke ngama-82% ngonyaka, i-140% ephezulu kunaleyo yangaphambi kobhubhani;
I-2, Ukuthengiswa okubuthathaka kwezithuthi zombane kwilizwe laseTshayina (i-akhawunti ye-50% ukuya kwi-60% yezithuthi zombane zehlabathi jikelele) kuye kwakhokelela ekuboneleleni ngokupheleleyo kwee-semiconductors zezithuthi, kwaye umkhwa wokusika omnye uqala ukwenzeka.
UZhan Jiahong, umhlalutyi weMorgan Stanley semiconductor industry, wachaza ukuba ngokutsho kotyelelo lwamva nje lwenkqubo yokufumana i-semiconductor wafers, ezinye iisemiconductors zemoto, ezinje ngeMCU kunye nababoneleli beCIS, kubandakanya iRexa Electronics kunye neAnsomy Semiconductor, okwangoku bagawula ezinye. imiyalelo yovavanyo lwe-chip kwikota yesine, ebonisa ukuba iitshiphusi zeemoto azisekho kwi-stock.
UZhan Jiahong uthe ngokuthelekisa indlela yengeniso yee-semiconductors zeemoto zehlabathi kunye notshintsho kwimveliso yeemoto, kunokufunyaniswa ukuba kwiminyaka yakutshanje, i-CAGR yengeniso ye-automotive semiconductors 'iphezulu njenge-20%, ngelixa imveliso yemoto i-10 kuphela. %.Ukusuka kulo mkhwa, ukugqithiswa kwee-semiconductors zeemoto kufanele ukuba kwenzeke ekupheleni kuka-2020 nasekuqaleni kuka-2021. Nangona kunjalo, ichatshazelwe kukusasazeka kwe-COVID-19 yehlabathi ngelo xesha, ukuthutha kwakungekho mtyibilizi okanye unikezelo lwanqunyulwa, okubangele ukunqongophala okugqithisileyo kweetshiphusi zeemoto kunye nokunqongophala okuqhubekayo.
Okwangoku, njengoko ifuthe lezothutho liye lisiba lisiba lincinci, lidityaniswa nokunyuka okukhulu kwe-TSMC kwimveliso yeetshiphusi zeemoto kwikota yesithathu, kunye nokuncipha kwemfuno yentengiso kwi-Mainland yaseTshayina, ebalelwa kwi-50% ukuya kuma-60% yehlabathi jikelele. ukuthengiswa kwezithuthi zombane, iitshiphusi zeemoto ziye ziveliswa ngokupheleleyo ngoku, kwaye ingxaki yokunqongophala kwetshiphu eye yathwaxa ishishini leemoto iminyaka emininzi inokuphela.
Njengoko sonke sisazi, ukunqongophala kolwakhiwo lweechips akuphucukanga ukusukela kulo nyaka.Imfuno ye-elektroniki yabathengi iyacotha, kwaye unikezelo lweetshiphusi zeemoto luyasilela kwimfuno.Abavelisi abakhulu beetshiphu zeemoto ezifana ne-Texas Instruments, i-Italian France Semiconductor, i-Infineon kunye ne-NXP bonke bakhuphe imiqondiso eyomeleleyo yokukhula kwiitshiphusi zeemoto.
U-Infineon, umenzi okhokelayo wee-semiconductors zamandla emoto, unolindelo olugcinayo lokunqongophala kweetshiphusi zeemoto kungekudala.UPeter Schiefer, umongameli wehlabathi we-ATV yecandelo leshishini lee-elektroniki zemoto, uthe indlela ye-odolo ye-ATV isenamandla, kwaye ezinye iimveliso zigcwele kakhulu.Umzekelo, ngenxa yokunqongophala komthamo wemveliso ye-CMOS ye-OEM, unikezelo kunye nemfuno ye-Infineon yemoto ye-MCU ngo-2023 ayinakubuyela kwisimo esilungeleleneyo.UStellantis, umenzi weemoto kwihlabathi jikelele ofumene amandla okugcina ixesha elide e-Infineon Power Semiconductor, ukwathe ngo-Okthobha kulindeleke ukuba unikezelo lwe-semiconductor luhlala luxinene kude kube sekupheleni konyaka olandelayo.
Ekuqaleni kukaNovemba, i-NXP, umvelisi omkhulu we-chip ye-automotive chip, yathi xa ikhulula ingxelo yayo ye-Q3 yezemali ukuba ngenxa yokuba ingeniso evela kwii-chips ze-automotive ibala umlinganiselo omkhulu, i-NXP igweme ingxaki yokuhla ngokukhawuleza kwemfuno ye-semiconductor.Njengabavelisi kwimarike yokuphela kweemoto, i-NXP ithe kusekho ukunqongophala kwezinye iimveliso apha.Abatyali-zimali ngoku banenkxalabo malunga nokuba ixesha elingakanani imarike yokuphela kweemoto inokubonelela ngesithinteli phantsi kokwehla okuxhaphakileyo kwemfuno.
Kungekudala, ngokutsho kophando lweQela lamazwe ngamazwe le-Haina, ixesha lokuhanjiswa kwe-chip ngo-Oktobha lifutshane ngeentsuku ze-6, eyona nto iyancipha kakhulu ukususela ngo-2016, ngokuqhubekayo kubonisa ukuba imfuno ye-chip iyancipha ngokukhawuleza.Nangona kunjalo, u-Hainer waphinda wachaza ukuba ixesha lokuhanjiswa kwe-Texas Instruments, elineepotfoliyo ezinkulu zemveliso kunye noluhlu lwabathengi, lancitshiswa ngeentsuku ze-25 ngo-Oktobha, kwaye ukunikezelwa kwayo kwezinye iitshiphusi zeemoto kusekho umda.Kuyabonakala ukuba nangona ukunqongophala koshishino lwetshiphu yehlabathi kuncitshiswa, ezinye zeetshiphusi zeemoto zisanqongophele.
Kodwa ngoku, uMorgan Stanley ukhuphe umqondiso omtsha weemarike, onokubonisa ukuba ukunqongophala okungundoqo kunye nokunyuka kwexabiso eliye laphazamisa ishishini leemoto ixesha elide liya kuncitshiswa, kwaye umjikelo omtsha weshishini le-semiconductor uya kufikelela ekupheleni. .
——————Icatshulwe kwi变频器世界 Iguqulelwe yi-EACON inverter
Ixesha lokuposa: Nov-25-2022