Muva nje, uMorgan Stanley Securities ukhiphe umbiko wakamuva othi “Asia Pacific Automotive Semiconductor”, ethi abakhiqizi ababili abakhulu be-semiconductor, u-Rexa no-Asome, bakhiphe ama-oda wokusika, futhi basika ama-oda wokuhlola ama-chip engxenyeni yesine.
Ngokombiko, izizathu zokunqanyulwa kwama-oda ezikhishwe ifektri enkulu yilezi:
1, Ukukhishwa kwe-TSMC kwama-wafers we-semiconductor yezimoto ngekota yesithathu kukhuphuke ngo-82% ngonyaka, ngo-140% ngaphezu kwalokho ngaphambi kwalolu bhubhane;
I-2, Ukuthengiswa okubuthakathaka kwezimoto zikagesi ezweni laseChina (okubalwa ku-50% kuya ku-60% wezimoto zikagesi zomhlaba wonke) kuholele ekuhlinzekeni okuphelele kwama-semiconductors emoto, futhi umkhuba wokusika okukodwa usuqala ukwenzeka.
UZhan Jiahong, umhlaziyi wemboni ye-semiconductor kaMorgan Stanley, uveze ukuthi ngokusho kokuvakasha kwakamuva kwenqubo yokutholwa kwama-semiconductor wafers, amanye ama-semiconductors ezimoto, afana nabahlinzeki be-MCU kanye ne-CIS, okubandakanya i-Rexa Electronics kanye ne-Ansomy Semiconductor, njengamanje basika ezinye. ama-oda okuhlolwa kwe-chip engxenyeni yesine, okubonisa ukuthi ama-chips ezimoto awasekho esitokweni.
UZhan Jiahong uthe ngokuqhathanisa indlela yemali engenayo yama-semiconductors ezimoto emhlabeni jikelele kanye nezinguquko ekuphumeni kwezimoto, kungatholakala ukuthi eminyakeni yamuva nje, i-CAGR yemali engenayo yama-semiconductors yezimoto iphezulu kakhulu njengoba ifinyelela ku-20%, kanti okukhiqizwa kwezimoto ku-10 kuphela. %.Kusukela kulo mkhuba, ukugcwala ngokweqile kwama-semiconductors ezimoto bekumele kwenzeke ekupheleni kuka-2020 nasekuqaleni kuka-2021. Kodwa-ke, kwathintwa ukusabalala kwe-COVID-19 yomhlaba wonke ngaleso sikhathi, ezokuthutha zazingasheleli noma ngisho nokuhlinzekwa kwanqanyulwa, okubangela ukushoda okukhulu kwama-chips ezimoto kanye nokushoda okuqhubekayo.
Okwamanje, njengoba umthelela wezokuthutha ukhula kancane kancane, okuhambisana nokwenyuka okukhulu kwe-TSMC komkhiqizo wama-chips ezimoto engxenyeni yesithathu, kanye nokuba ntekenteke kwesidingo semakethe e-China Mainland, ehlanganisa ama-50% kuya ku-60% emhlabeni jikelele. ukuthengiswa kwezimoto zikagesi, ama-chips ezimoto akhiqizwe ngokugcwele njengamanje, futhi inkinga yokushoda kwama-chip ekhungethe imboni yezimoto iminyaka eminingi ingase ifike ekugcineni.
Njengoba sonke sazi, ukushoda kwesakhiwo sama-chips akuzange kube ngcono kusukela kulo nyaka.Isidingo sama-elekthronikhi wabathengi siyavilapha, futhi ukuhlinzekwa kwama-chips ezimoto kwehla esidingweni.Abakhiqizi abakhulu be-chip yezimoto njenge-Texas Instruments, i-Italy France Semiconductor, i-Infineon ne-NXP bonke bakhiphe amasiginali aqinile okukhula kwama-chips ezimoto.
U-Infineon, umkhiqizi ohamba phambili wama-semiconductors amandla ezimoto, ulindele ngokuqhubekayo ukushoda kwama-chips ezimoto esikhathini esizayo esiseduze.UPeter Schiefer, umongameli womhlaba wonke we-ATV wophiko lwebhizinisi le-automotive electronics, uthe indlela yoku-oda kwe-ATV isaqinile, futhi eminye imikhiqizo ibhukwe ngokweqile.Isibonelo, ngenxa yokushoda komthamo wokukhiqiza we-CMOS we-OEM, ukuhlinzekwa kanye nesidingo se-Infineon's MCU yezimoto ngo-2023 akukwazi ukubuyela esimweni esinokulinganisela.I-Stellantis, umkhiqizi wezimoto emhlabeni wonke othole amandla esikhathi eside abekelwe i-Infineon Power Semiconductor, naye uthe ngo-Okthoba kulindeleke ukuthi uchungechunge lokuhlinzekwa kwe-semiconductor luhlale lushubile kuze kube sekupheleni konyaka ozayo.
Ekuqaleni kukaNovemba, i-NXP, umkhiqizi omkhulu we-chip yezimoto, yathi lapho ikhipha umbiko wayo wezezimali we-Q3 ukuthi ngenxa yokuthi imali evela kuma-chips ezimoto ibalwa ingxenye enkulu, i-NXP igweme inkinga yokwehla ngokushesha kwesidingo se-semiconductor.Njengabakhiqizi emakethe yokuphela kwezimoto, i-NXP ithe kusenokushoda kweminye imikhiqizo lapha.Abatshalizimali manje bakhathazekile ngokuthi imakethe yokuphela kwezimoto ingahlinzeka isikhathi esingakanani ngaphansi kokwehla kwesidingo okusabalele.
Esikhathini esingeside esidlule, ngokusho kocwaningo lwe-Haina International Group, isikhathi sokulethwa kwe-chip ngo-Okthoba sancishiswa ngezinsuku ezingu-6, okuwukwehla okukhulu kakhulu kusukela ngo-2016, okufakazela ukuthi isidingo se-chip siyancipha ngokushesha.Kodwa-ke, u-Hainer uphinde waveza ukuthi isikhathi sokulethwa kwe-Texas Instruments, esinephothifoliyo enkulu yomkhiqizo kanye nohlu lwamakhasimende, safinyezwa ngezinsuku ze-25 ngo-Okthoba, futhi ukunikezwa kwayo kwamanye ama-chips ezimoto kusalinganiselwe.Kuyabonakala ukuthi yize ukushoda kwemboni yama-chip emhlabeni wonke kuncishisiwe, amanye ama-chips ezimoto awo asashoda.
Kodwa manje, uMorgan Stanley ukhiphe isignali entsha yemakethe, okungase kubonise ukuthi ukushoda okuyinhloko kanye nemvelo yokukhuphuka kwentengo eye yahlupha imboni yezimoto isikhathi eside izokwehliswa, futhi umjikelezo omusha wemboni ye-semiconductor uzophela. .
——————Kucashunwe ku变频器世界 Kuhunyushwe isiguquli se-EACON
Isikhathi sokuthumela: Nov-25-2022