Dhawaan, Morgan Stanley Securities ayaa sii daayay warbixintii ugu dambeysay ee "Asia Pacific Automotive Semiconductor", isaga oo sheegay in laba shirkadood oo waaweyn oo semiconductor ah, Rexa iyo Ansome, ay soo saareen amarrada jarista, waxayna gooyaan amarrada tijaabada chip rubuci afaraad.
Warku wuxuu intaa ku darayaa in sababaha loo jaray amarka warshada wayn ay kala yihiin.
1. Wax-soo-saarka TSMC ee gawaadhida semiconductor-ka baabuurta ee rubuca saddexaad ayaa kordhay 82% sannadkii, 140% ka sarreeya kii hore ee cudurka;
2. iibka daciifka ah ee baabuurta korontada ee dhul weynaha Shiinaha (la xisaabtamaysa 50% ilaa 60% baabuurta korontada caalamiga ah) ayaa keentay in sahayda buuxda ee semiconductors baabuurta, iyo isbeddelka hal goynta bilaabay inuu dhaco.
Zhan Jiahong, oo ah falanqeeye ka tirsan warshadaha semiconductor Morgan Stanley, ayaa tilmaamay in marka loo eego booqashadii ugu dambeysay ee geedi socodka aasaaska ka dib ee wafers semiconductor, qaar ka mid ah semiconductors baabuurta, sida alaab-qeybiyeyaasha MCU iyo CIS, oo ay ku jiraan Rexa Electronics iyo Semiconductor Ansomy, ayaa hadda jaraya qaar ka mid ah dalabaadka tijaabada chip rubuci afraad, taas oo tusinaysa in chips baabuurtu aanay hadda dhamaanin.
Zhan Jiahong wuxuu sheegay in isbarbardhigga dakhliga soo gala semiconductors baabuurta caalamiga ah iyo isbeddelada wax soo saarka baabuurta, waxaa la ogaan karaa in sannadihii la soo dhaafay, CAGR ee dakhliga semiconductors ee baabuurta uu yahay 20%, halka wax soo saarka baabuurta uu yahay 10 oo kaliya. %.Laga soo bilaabo isbeddelkan, sahayda xad-dhaafka ah ee semiconductors baabuurta waa inay dhacdaa dhammaadka 2020 iyo bilawga 2021. Si kastaba ha ahaatee, ay saamaysay faafitaanka caalamiga ah ee COVID-19 wakhtigaas, gaadiidku ma fududayn ama xitaa sahayda waa la jaray. taasoo keentay gabaabsi ba'an oo ah jajabyada baabuurta iyo yaraanta sii socota.
Waqtigan xaadirka ah, iyadoo saameynta gaadiidka ay si tartiib tartiib ah u sii yaraanayso, oo ay weheliso kororka la taaban karo ee TSMC ee wax soo saarka chips baabuurta ee rubuci saddexaad, iyo daciifinta baahida suuqa ee Shiinaha Shiinaha, oo xisaabiya 50% ilaa 60% adduunka. iibka baabuurta korontada, chips baabuurta ayaa si buuxda loo soo saaray hadda, iyo dhibaatada chip yaraanta ee ragaadiyay warshadaha baabuurta sanado badan laga yaabaa in ay soo afjaraan.
Sida aan wada ognahay, yaraanta qaabdhismeedka chips ma soo hagaagin tan iyo sanadkan.Baahida loo qabo qalabka elektaroonigga ah ee macaamiishu waa gaabis, iyo sahayda chips-ka baabuurta ayaa hoos u dhacda baahida.Soosaarayaasha gawaarida waaweyn sida Texas Instruments, Italy France Semiconductor, Infineon iyo NXP dhamaantood waxay siidaayeen calaamado xoogan oo koritaanka chips baabuurta.
Infineon, soo saaraha hormuudka ka ah semiconductors awoodda baabuurta, ayaa leh rajo muxaafid ah yaraanta chips baabuurta mustaqbalka dhow.Peter Schiefer, oo ah madaxa caalamiga ah ee ATV qaybteeda ganacsiga elektaroonigga ah ee baabuurta, ayaa sheegay in isbeddelka nidaamka ATV uu weli yahay mid xooggan, oo badeecadaha qaar ay yihiin kuwo xad dhaaf ah.Tusaale ahaan, yaraanta awoodda wax soo saarka CMOS ee OEM, sahayda iyo baahida baabuurta Infineon ee MCU ee 2023 kuma soo noqon karto xaalad dheellitiran.Stellantis, soo saaraha baabuurta caalamiga ah ee helay awoodda kaydsan muddada dheer ee Infineon Power Semiconductor, ayaa sidoo kale sheegay bishii Oktoobar in la filayo in silsiladda sahayda semiconductor ay sii ahaan doonto mid kacsan ilaa dhamaadka sanadka soo socda.
Bilowgii Noofembar, NXP, oo ah shirkad weyn oo soo saarta gawaarida gawaarida, ayaa sheegtay markii ay soo saartay warbixinteeda maaliyadeed ee Q3 sababta oo ah dakhliga ka soo xarooda gawaarida gawaarida ayaa lagu tiriyaa qayb weyn, NXP waxay iska ilaalisay jahwareerka degdega ah ee hoos u dhaca baahida semiconductor.Sida soosaarayaasha suuqa dhamaadka baabuurta, NXP waxay sheegtay in ay wali gabaabsi ka jirto badeecadaha qaar halkan.Maalgashadayaasha ayaa hadda ka walaacsan ilaa inta suuqa ugu dambeeya baabuurta uu ku bixin karo kayd hoos u dhaca baahida baahsan.
Muddo yar ka hor, sida laga soo xigtay cilmi-baarista Haina International Group, waqtiga bixinta chip ee Oktoobar waxaa la soo gaabiyay 6 maalmood, taas oo ah hoos u dhacii ugu weynaa tan iyo 2016, taas oo sii caddaynaysa in baahida chip ay si degdeg ah hoos ugu dhacayso.Si kastaba ha ahaatee, Hainer ayaa sidoo kale tilmaamay in wakhtiga keenista Texas Instruments, oo leh liiska alaabooyinka waaweyn iyo liiska macaamiisha, la soo gaabiyay 25 maalmood bishii Oktoobar, iyo sahayda qaar ka mid ah jajabyada baabuurta ayaa weli xaddidan.Waxaa la arki karaa in inkasta oo yaraanta warshadaha caalamiga ah la yareynayo, qaar ka mid ah chips-yada baabuurta ayaa weli gabaabsi ah.
Laakiin hadda, Morgan Stanley ayaa sii daayay calaamad cusub oo suuqa ah, taas oo laga yaabo inay muujiso in yaraanta asaasiga ah iyo qiimaha kor u kaca ee muddada dheer ee ku habsaday warshadaha baabuurta la yareyn doono, iyo wareegga cusub ee warshadaha semiconductor-ka ayaa soo dhammaan doona. .
——————Waxaa laga soo xigtay变频器世界 Waxaa tarjumay EACON inverter
Waqtiga boostada: Nov-25-2022