Vuba aha, Morgan Stanley Securities yasohoye raporo iheruka gusohoka muri “Aziya ya Pasifika Automotive Semiconductor”, ivuga ko abakora inganda ebyiri zikomeye, Rexa na Ansome, batanze amabwiriza yo kugabanya, kandi bagabanya ibicuruzwa byo gupima chip mu gihembwe cya kane.
Nk’uko raporo ibigaragaza, impamvu zo kugabanya ibicuruzwa byatanzwe n’uruganda runini ni izi zikurikira:
1 、 Umusaruro wa TSMC wa waferi ya semiconductor yimodoka mu gihembwe cya gatatu wiyongereyeho 82% buri mwaka, hejuru ya 140% ugereranije n’icyorezo;
2 sale Kugurisha intege nke z’ibinyabiziga by’amashanyarazi ku mugabane w’Ubushinwa (bingana na 50% kugeza kuri 60% by’imodoka zikoresha amashanyarazi ku isi) byatumye habaho itangwa ry’imashini zikoresha ibinyabiziga, kandi inzira yo guca imwe itangiye kugaragara.
Zhan Jiahong, umusesenguzi w’inganda zikoresha amashanyarazi ya Morgan Stanley, yagaragaje ko nk’uko bigaragara mu ruzinduko ruheruka gusurwa mu ruganda rw’amaposita ya waferi ya semiconductor, bamwe mu bakora imashini zikoresha amamodoka nka MCU na CIS batanga ibicuruzwa, barimo Rexa Electronics na Ansomy Semiconductor, kuri ubu barimo guca bamwe chip yo kugerageza chip mugihembwe cya kane, yerekana ko chip yimodoka itakiboneka.
Zhan Jiahong yavuze ko ugereranije imigendekere y’amafaranga yinjira mu bice by’imodoka ku isi n’imihindagurikire y’ibicuruzwa biva mu modoka, ushobora gusanga mu myaka yashize, CAGR y’amafaranga yinjira mu modoka yinjiza agera kuri 20%, mu gihe umusaruro w’ibinyabiziga ari 10 gusa %.Duhereye kuri iki cyerekezo, itangwa ryinshi ry’imodoka zikoresha amamodoka yagombye kuba mu mpera za 2020 no mu ntangiriro za 2021. Icyakora, bitewe n’ikwirakwizwa rya COVID-19 ku isi muri kiriya gihe, ubwikorezi ntabwo bwari bworoshye cyangwa se n’ibicuruzwa byarahagaritswe, bikavamo kubura gukabije kwimodoka zikomeza no kubura.
Kuri ubu, kubera ko ingaruka z’ubwikorezi zigenda zoroha buhoro buhoro, hiyongereyeho kwiyongera kwa TSMC mu kongera umusaruro w’ibicuruzwa bitwara ibinyabiziga mu gihembwe cya gatatu, ndetse no kugabanuka kw'isoko ku isoko ry’Ubushinwa, bingana na 50% kugeza kuri 60% ku isi kugurisha ibinyabiziga byamashanyarazi, chipi yimodoka byakozwe byuzuye muri iki gihe, kandi ikibazo cyibura rya chip cyugarije inganda zimodoka imyaka myinshi gishobora kurangira.
Nkuko twese tubizi, ibura ryimiterere ya chip ntabwo ryateye imbere kuva uyu mwaka.Isabwa rya elegitoroniki y’abaguzi riratinda, kandi itangwa rya chipi yimodoka ntirishobora gukenerwa.Abakora inganda zikomeye za chip nka Texas Instruments, Ubutaliyani Ubufaransa Semiconductor, Infineon na NXP bose basohoye ibimenyetso bikomeye byubwiyongere bwimodoka.
Infineon, iyoboye uruganda rukora ingufu za semiconductor, ifite ibyiringiro byo kubura ibura ryimodoka mu minsi ya vuba.Peter Schiefer, perezida w’isi yose ya ATV y’ishami ry’ubucuruzi bw’ibikoresho bya elegitoroniki, yavuze ko gahunda ya ATV ikomeje gukomera, kandi ibicuruzwa bimwe na bimwe bikaba byanditse.Kurugero, kubera ikibazo cyubushobozi buke bwa CMOS bwa OEM, itangwa nibisabwa na MCU yimodoka ya Infineon mumwaka wa 2023 ntibishobora gusubira muburyo bwiza.Stellantis, uruganda rukora amamodoka ku isi rwabonye ubushobozi burambye bw’igihe kirekire cya Infineon Power Semiconductor, na rwo mu Kwakira yavuze ko biteganijwe ko urunani rutanga amashanyarazi ruzakomeza kuba impagarara mu mpera z’umwaka utaha.
Mu ntangiriro z'Ugushyingo, NXP, uruganda runini rukora imashini zikoresha amamodoka, yavuze ko igihe rwashyiraga ahagaragara raporo y’imari ya Q3 yavuze ko kubera ko amafaranga ava mu modoka zikoresha amamodoka yari afite igice kinini, NXP yirinze ikibazo cyo kugabanuka vuba kw'icyifuzo cya semiconductor.Kimwe n'abakora ku isoko rya nyuma ry'imodoka, NXP yavuze ko hano hakiri ikibazo cy'ibicuruzwa bimwe na bimwe.Ubu abashoramari bahangayikishijwe nigihe isoko ryanyuma ryimodoka rishobora gutanga buffer mugihe igabanuka ryinshi ryibisabwa.
Ntabwo hashize igihe kinini, nk'uko ubushakashatsi bwakozwe na Haina International Group bubitangaza, igihe cyo gutanga chip mu Kwakira cyagabanijwe n’iminsi 6, kikaba ari cyo cyagabanutse cyane kuva mu 2016, bikagaragaza ko icyifuzo cya chip kigabanuka vuba.Icyakora, Hainer yerekanye kandi ko igihe cyo gutanga ibikoresho bya Texas Instruments, gifite ibicuruzwa binini n’urutonde rw’abakiriya, cyagabanijwe n’iminsi 25 mu Kwakira, kandi itangwa ry’ibikoresho bimwe na bimwe bikoresha imodoka bikiri bike.Birashobora kugaragara ko nubwo ibura ryinganda zikora chip ku isi rigenda rigabanuka, amwe mumashanyarazi yayo aracyari make.
Ariko ubu, Morgan Stanley yashyize ahagaragara ikimenyetso gishya cy’isoko, gishobora kwerekana ko ikibazo cy’ibura ry’ibiciro ndetse n’izamuka ry’ibiciro byugarije inganda z’imodoka igihe kirekire bizagabanuka, kandi uruziga rushya rw’inganda zikoresha amashanyarazi ruzarangira. .
—————— Byavuzwe na变频器 Byahinduwe na EACON inverter
Igihe cyo kohereza: Ugushyingo-25-2022