Haufinyane tjena, Morgan Stanley Securities e lokolitse tlaleho ea morao-rao ea "Asia Pacific Automotive Semiconductor", e bolelang hore baetsi ba babeli ba ka sehloohong ba semiconductor, Rexa le Asome, ba fane ka litaelo tsa ho khaola, 'me ba khaola litaelo tsa tlhahlobo ea chip karolong ea bone.
Ho ea ka tlaleho, mabaka a ho fokotsa taelo e fanoeng ke feme e kholo ke a latelang:
1, tlhahiso ea TSMC ea likoloi tsa semiconductor ea likoloi karolong ea boraro e eketsehile ka 82% selemo le selemo, 140% e phahameng ho feta pele ho seoa;
2, Thekiso e fokolang ea likoloi tsa motlakase naheng ea Chaena (e ikarabellang bakeng sa 50% ho 60% ea likoloi tsa motlakase tsa lefats'e) e lebisitse ho phepelo e feletseng ea li-semiconductors tsa likoloi, 'me mokhoa oa ho itšeha o le mong o qala ho etsahala.
Zhan Jiahong, mohlahlobisisi oa indasteri ea semiconductor ea Morgan Stanley, o bontšitse hore ho latela ketelo ea morao-rao ea ts'ebetso ea morao-rao ea li-wafers tsa semiconductor, li-semiconductors tse ling tsa likoloi, joalo ka barekisi ba MCU le CIS, ho kenyeletsoa Rexa Electronics le Ansomy Semiconductor, hajoale ba ntse ba fokotsa tse ling. litaelo tsa tlhahlobo ea chip karolong ea bone, e bonts'ang hore li-chips tsa likoloi ha li sa fela.
Zhan Jiahong o boletse hore ka ho bapisa mokhoa oa lekeno oa li-semiconductors tsa likoloi tsa lefats'e le liphetoho tse hlahisoang ke likoloi, ho ka fumanoa hore lilemong tsa morao tjena, CAGR ea lekeno la li-semiconductors tsa likoloi e holimo ho 20%, athe tlhahiso ea likoloi e le 10 feela. %.Ho latela mokhoa ona, phepelo e feteletseng ea li-semiconductors tsa likoloi e ka be e etsahetse bofelong ba 2020 le maqalong a 2021. Leha ho le joalo, e anngoe ke ho ata ha COVID-19 ka nako eo, lipalangoang li ne li se boreleli kapa esita le phepelo e khaotsoe, ho baka khaello e feteletseng ea lichipisi tsa likoloi le khaello e tsoelang pele.
Hajoale, ha tšusumetso ea lipalangoang e ntse e fokotseha butle-butle, hammoho le keketseho e kholo ea TSMC ea tlhahiso ea lichifi tsa likoloi kotareng ea boraro, le ho fokotseha ha tlhoko ea 'maraka ho la China Mainland, e etsang karolo ea 50% ho isa ho 60% ea lefats'e. thekiso ea likoloi tsa motlakase, li-chips tsa likoloi li hlahisitsoe ka botlalo hajoale, 'me bothata ba khaello ea li-chip bo 'nileng ba aparela indasteri ea likoloi ka lilemo tse ngata bo kanna ba fela.
Joalo ka ha bohle re tseba, khaello ea sebopeho sa li-chips ha e so ka e ntlafala ho tloha selemong sena.Tlhokahalo ea lisebelisoa tsa elektroniki tsa bareki e ea fokola, 'me phepelo ea lichifi tsa likoloi e haella ka tlhoko.Baetsi ba li-chip tsa likoloi tse kholo joalo ka Texas Instruments, Italy France Semiconductor, Infineon le NXP kaofela ba lokolitse matšoao a matla a kholo ea lichifi tsa likoloi.
Infineon, moetsi ea ka sehloohong oa li-semiconductors tsa motlakase oa likoloi, o na le tebello e tsitsitseng ea khaello ea lichifi tsa likoloi haufinyane.Peter Schiefer, mopresidente oa lefats'e oa ATV oa yuniti ea eona ea khoebo ea elektronike ea likoloi, o boletse hore mokhoa oa ho odara oa ATV o ntse o le matla, mme lihlahisoa tse ling li ngata haholo.Mohlala, ka lebaka la khaello ea bokhoni ba tlhahiso ea CMOS ea OEM, phepelo le tlhoko ea koloi ea Infineon MCU ka 2023 e ke ke ea khutlela boemong bo leka-lekaneng.Stellantis, moetsi oa likoloi oa lefats'e ea fumaneng matla a nako e telele a bolokiloeng a Infineon Power Semiconductor, le eena o boletse ka Mphalane hore ho lebelletsoe hore phepelo ea phepelo ea semiconductor e tla lula e tsitsitse ho fihlela bofelong ba selemo se tlang.
Mathoasong a Pulungoana, NXP, moetsi e moholo oa li-chip tsa likoloi, e boletse ha e lokolla tlaleho ea eona ea lichelete ea Q3 hore hobane chelete e tsoang ho li-chips tsa likoloi e ne e le karolo e kholo, NXP e ile ea qoba bothata ba ho theoha ka potlako ha tlhoko ea semiconductor.Joalo ka baetsi ba 'maraka oa ho qetela oa likoloi, NXP e boletse hore ho ntse ho na le khaello ea lihlahisoa tse ling mona.Hona joale batseteli ba tšoenyehile ka hore na 'maraka oa ho qetela oa likoloi o ka fana ka nako e kae tlas'a ho theoha ho atileng ha tlhokahalo.
Hase khale haholo, ho ea ka lipatlisiso tsa Haina International Group, nako ea ho fana ka li-chip ka October e ile ea khutsufatsoa ka matsatsi a 6, e leng lerotholi le leholo ka ho fetisisa ho tloha ka 2016, le ho paka hore tlhokahalo ea chip e fokotseha ka potlako.Leha ho le joalo, Hainer o ile a boela a bontša hore nako ea ho fana ka Texas Instruments, e nang le potefolio e kholo ea lihlahisoa le lenane la bareki, e ile ea khutsufatsoa ka matsatsi a 25 ka October, 'me phepelo ea eona ea lisebelisoa tse ling tsa likoloi e ntse e lekanyelitsoe.Hoa bonahala hore leha khaello ea indasteri ea li-chip lefatšeng ka bophara e ntse e fokotseha, tse ling tsa lichifi tsa eona tsa likoloi li ntse li haella.
Empa hona joale, Morgan Stanley o lokolotse letšoao le lecha la 'maraka, le ka' nang la bontša hore khaello ea mantlha le tikoloho ea ho phahama ha theko e 'nileng ea hlasela indasteri ea likoloi ka nako e telele e tla fokotseha,' me potoloho e ncha ea indasteri ea semiconductor e tla fela. .
—————— E qotsitswe ho tswa ho变频器世界 E fetoletsoe ke EACON inverter
Nako ea poso: Nov-25-2022