Posachedwapa, Morgan Stanley Securities adatulutsa lipoti laposachedwa la "Asia Pacific Automotive Semiconductor", ponena kuti opanga awiri akuluakulu a semiconductor, Rexa ndi Ansome, apereka malamulo odulidwa, ndipo akudula malamulo oyesera chip mu gawo lachinayi.
Malinga ndi lipotilo, zifukwa zodulira madongosolo omwe fakitale yayikulu yatulutsa ndi izi:
1, TSMC linanena bungwe la zopyapyala galimoto semiconductor mu kotala lachitatu chinawonjezeka ndi 82% pachaka, 140% apamwamba kuposa kale mliri;
2, Kugulitsa kofooka kwa magalimoto amagetsi ku China (kuwerengera 50% mpaka 60% ya magalimoto amagetsi padziko lonse lapansi) kwapangitsa kuti magalimoto azitha kuyenda bwino, ndipo chizolowezi chodula chimodzi chikuyamba kuchitika.
Zhan Jiahong, ndi katswiri wa makampani Morgan Stanley semiconductor, ananena kuti malinga ndi ulendo waposachedwa positi foundry ndondomeko ya zopyapyala semiconductor, ena semiconductors magalimoto, monga MCU ndi CIS ogulitsa, kuphatikizapo Rexa Electronics ndi Ansomy Semiconductor, panopa kudula ena. kulamula kwa chip test mu kotala yachinayi, zomwe zikuwonetsa kuti tchipisi zamagalimoto sizithanso.
Zhan Jiahong adati poyerekeza momwe ndalama zomwe amapangira ma semiconductors amagalimoto padziko lonse lapansi ndi kusintha kwa magalimoto, zitha kupezeka kuti m'zaka zaposachedwa, CAGR ya ndalama zamagalimoto zama semiconductors ndi 20%, pomwe zotulutsa zamagalimoto ndi 10 zokha. %.Kuchokera pazimenezi, kuchulukirachulukira kwa ma semiconductors amagalimoto kuyenera kuti kunachitika kumapeto kwa 2020 komanso koyambirira kwa 2021. Komabe, zomwe zidakhudzidwa ndi kufalikira kwa COVID-19 padziko lonse lapansi panthawiyo, zoyendera sizinali zosalala kapena ngakhale kuperekedwa kunathetsedwa, zomwe zimapangitsa kuti pakhale kusowa kwakukulu kwa tchipisi zamagalimoto ndikusowekabe.
Pakadali pano, momwe mayendedwe akucheperachepera pang'onopang'ono, kuphatikiza ndi TSMC yomwe ikukwera kwambiri pakupanga tchipisi zamagalimoto mgawo lachitatu, komanso kuchepa kwa kufunikira kwa msika ku China Mainland, komwe kumatenga 50% mpaka 60% yapadziko lonse lapansi. kugulitsa magalimoto amagetsi, tchipisi zamagalimoto zapangidwa kwathunthu pakadali pano, ndipo vuto la kuchepa kwa chip lomwe lasautsa makampani opanga magalimoto kwazaka zambiri litha kutha.
Monga tonse tikudziwa, kuchepa kwa kapangidwe ka tchipisi sikunasinthe kuyambira chaka chino.Kufunika kwa zida zamagetsi zamagetsi ndikocheperako, ndipo kupezeka kwa tchipisi zamagalimoto sikukwanira.Opanga zida zazikulu zamagalimoto monga Texas Instruments, Italy France Semiconductor, Infineon ndi NXP onse atulutsa zidziwitso zamphamvu zakukula kwa tchipisi zamagalimoto.
Infineon, wopanga makina opangira magetsi oyendetsa magalimoto, ali ndi chiyembekezo chokhazikika cha kuchepa kwa tchipisi zamagalimoto posachedwa.Peter Schiefer, purezidenti wapadziko lonse wa ATV wa bizinesi yake yamagalimoto amagetsi, adati machitidwe a ATV akadali amphamvu, ndipo zinthu zina zidachulukirachulukira.Mwachitsanzo, chifukwa cha kuchepa kwa mphamvu yopangira CMOS ya OEM, kupezeka ndi kufunikira kwa Infineon's MCU yamagalimoto mu 2023 sikungabwerere kudziko loyenera.Stellantis, wopanga magalimoto padziko lonse lapansi yemwe wapeza mphamvu yosungidwa kwa nthawi yayitali ya Infineon Power Semiconductor, adanenanso mu Okutobala kuti akuyembekezeka kuti ma semiconductor asungidwe mpaka kumapeto kwa chaka chamawa.
Kumayambiriro kwa Novembala, NXP, wopanga zida zazikulu zamagalimoto zamagalimoto, idati potulutsa lipoti lake lazachuma la Q3 kuti chifukwa ndalama zochokera ku tchipisi zamagalimoto zidakhala ndi gawo lalikulu, NXP idapewa vuto la kuchepa kwachangu pakufunidwa kwa semiconductor.Monga opanga pamsika wamagalimoto omaliza, NXP idati pali kuchepa kwa zinthu zina pano.Otsatsa tsopano ali ndi nkhawa kuti msika wamagalimoto omaliza ungapereke nthawi yayitali bwanji pakutsika kwakufunika.
Osati kale kwambiri, malinga ndi kafukufuku wa Haina International Group, nthawi yoperekera chip mu October inafupikitsidwa ndi masiku 6, omwe ndi dontho lalikulu kwambiri kuyambira 2016, kutsimikiziranso kuti kufunikira kwa chip kukucheperachepera.Komabe, Hainer adanenanso kuti nthawi yobweretsera ya Texas Instruments, yomwe ili ndi katundu wambiri wamalonda ndi mndandanda wa makasitomala, inafupikitsidwa ndi masiku a 25 mu October, ndipo kupereka kwake kwa tchipisi ta magalimoto kumakhalabe kochepa.Zitha kuwoneka kuti ngakhale kuchepa kwa makampani opanga zida zapadziko lonse lapansi kukucheperachepera, zina mwazinthu zake zamagalimoto zimasowabe.
Koma tsopano, Morgan Stanley watulutsa chizindikiro chatsopano cha msika, chomwe chingasonyeze kuti kusowa kwakukulu ndi malo okwera mtengo omwe asokoneza makampani oyendetsa galimoto kwa nthawi yayitali adzachepetsedwa, ndipo kayendetsedwe katsopano ka makampani a semiconductor adzatha. .
——————Mawu ochokera kwa变频器世界 Otanthauzidwa ndi EACON inverter
Nthawi yotumiza: Nov-25-2022