I-One-stop Electronic Manufacturing Services, ikusiza ukuthi uzuze kalula imikhiqizo yakho ye-elekthronikhi evela ku-PCB ne-PCBA

I-MCU ayiguquki! Baphuma bonke

Mingaki imiqulu yemakethe ye-MCU? "Sihlele ukungenzi inzuzo iminyaka emibili, kodwa futhi nokuqinisekisa ukusebenza kahle kokuthengisa kanye nesabelo semakethe." Lesi isiqubulo esimenyezelwe inkampani yasekhaya esohlwini lwe-MCU ngaphambili. Kodwa-ke, imakethe ye-MCU ayizange ihambe kakhulu muva nje futhi isiqalile ukwakha phansi kanye nokuzinza.

Funda iminyaka emibili

Iminyaka embalwa edlule kube ukugibela kwe-roller-coaster kubathengisi be-MCU. Ngo-2020, amandla okukhiqiza ama-chip anomkhawulo, okuholela ekushodeni kwama-chip emhlabeni jikelele, futhi amanani e-MCU nawo anyukile. Inqubo yasekhaya ye-MCU yokushintshanisa yasekhaya nayo yenze intuthuko enkulu kokuningi.

Kodwa-ke, kusukela engxenyeni yesibili ka-2021, isidingo esibuthakathaka samaphaneli, omakhalekhukhwini, ama-laptops, njll., kuholele ekutheni intengo yendawo yama-chips ahlukahlukene yaqala ukwehla, futhi amanani e-MCU aqala ukwehla. Ngo-2022, imakethe ye-MCU yahlukaniswa kakhulu, futhi ama-chips abathengi ajwayelekile aseduze nezintengo ezijwayelekile. NgoJuni 2022, amanani entengo e-MCU emakethe aqala ukukhuphuka.

Ukuncintisana kwentengo emakethe yama-chip kuya ngokuya kushuba, futhi impi yentengo emakethe ye-MCU iya ngokuya iba nolaka. Ukuze baqhudelane ngesabelo semakethe, abakhiqizi basekhaya baze balahle ngisho nokulahla, okuholela ekwehleni okukhulu kwamanani emakethe. Ukunciphisa amanani sekuyinsakavukela umchilo wesidwaba, futhi ukwenza inzuzo sekuyindlela yokuthi abakhiqizi bakhiphe ukwehla okusha.

Ngemuva kwesikhathi eside sokusungula intengo, imakethe ye-MCU isiqalile ukukhombisa izimpawu zokwehla, futhi izindaba ze-supply chain zathi imboni ye-MCU ayisadayisi ngentengo ephansi kunezindleko, futhi yandisa kancane intengo ukuze ibuyele ebangeni elinengqondo.

Isiqephu 1

Abezindaba baseTaiwan: Kuhle, bona ukusa

Ngokusho kwabezindaba zaseTaiwan i-Economic Daily ibike ukuthi ukulungiswa kwe-semiconductor ye-inventory kunesibikezelo esihle, okwaqala kakhulu ukuthwala ingcindezi yokwehla kwamanani emakethe ye-microcontroller (MCU), amabhizinisi ahamba phambili e-bargaining mainland asanda kumisa isu lokususa i-inventory, futhi ezinye izinto seziqalile nokukhuphuka intengo. I-MCU isetshenziswa kabanzi, ihlanganisa ama-electronics abathengi, izimoto, ukulawulwa kwezimboni nezinye izindawo ezibalulekile, futhi manje intengo ikhuphuka, futhi ukuwa kokuqala (intengo) kuyeka ukuwa, okuveza ukuthi isidingo sokugcina sifudumele, futhi imakethe ye-semiconductor ayikude nomgwaqo wokubuyisela.

Imboni yenkomba ye-MCU yomhlaba wonke ehlanganisa i-Renesas, i-NXP, i-microchip, njll., inesikhundla esibalulekile embonini ye-semiconductor yomhlaba wonke; Imboni yaseTaiwan imelwe yiShengqun, New Tang, Yilong, Songhan, njll. Ngokuncishiswa komncintiswano wokopha wamabhizinisi amakhulu, abakhiqizi abafanelekile nabo bazozuza.

Abangaphakathi embonini baveze ukuthi i-MCU isetshenziswa kakhulu, amandla ayo emakethe esetshenziselwa ukwahlulela i-semiconductor boom vane, imiphumela yezezimali ekhishwe yi-micro core, efaniswa kakhulu "ne-canary emayini", igqamisa i-MCU kanye nokuthuthukiswa kwemakethe kuseduze kakhulu, futhi manje isignali ye-rebound yentengo iwuphawu oluhle ngemuva kokulungiswa kwe-inventory ye-semiconductor.

Ukuze kuxazululwe ingcindezi enkulu yokusungula, imboni ye-MCU ibhekane nesikhathi esimnyama kunazo zonke emlandweni kusukela engxenyeni yesine yonyaka odlule kuya engxenyeni yokuqala yalo nyaka, abakhiqizi be-MCU basezwekazini abazange bakhathazeke ngezindleko zokuxoxisana ukuze basuse uhlu, futhi ngisho nezimboni ezihlanganisiwe ezihlanganisiwe (IDM) nazo zajoyina impi yentengo. Ngenhlanhla, uhlu lwakamuva lokugunyazwa kwentengo yemakethe luzophela kancane kancane.

Imboni ye-MCU yaseTaiwan engashiwongo iveze ukuthi ngokuncishiswa kwesimo samanani samabhizinisi ezwekazini, umehluko wentengo yemikhiqizo enqamulayo uye wancipha kancane kancane, futhi inani elincane lama-oda aphuthumayo seliqalile ukungena, elivumela ukususwa kwempahla ngokushesha okukhulu, futhi ukusa akufanele kube kude.

Isiqephu 2

Ukusebenza kuwukudonsa. Angikwazi ukuyigingqa

I-MCU njengesifunda sokuhlukaniswa iziqephu, kunezinkampani ezifuywayo ze-MCU ezingaphezu kwe-100, izingxenye zemakethe zibhekene nengcindezi enkulu yokusungula, isifunda sokuhlukaniswa iziqephu futhi siyiqembu lezinkampani ze-MCU emncintiswaneni, ukuze kusheshe kusungulwe, futhi kugcinwe ubudlelwano bamakhasimende, abanye abakhiqizi be-MCU bangabekezelela kuphela ukudela inzuzo enkulu, benze izivumelwano ngenani lentengo ye-oda lamakhasimende.

Ngokusekelwa kwemvelo yesidingo semakethe ecindezelekile, impi yentengo izoqhubeka idonsela phansi ukusebenza, ukuze ukusebenza kuzogcina kubulale inzuzo enkulu engalungile futhi kuqedele ukushova.

Engxenyeni yokuqala yalo nyaka, ngaphezu kwengxenye yezinkampani zasekhaya ezingama-23 ezisohlwini lwe-MCU zilahlekelwe yimali, i-MCU iba nzima kakhulu ukuyithengisa, futhi abakhiqizi abaningana sebeqedile ukuhlanganiswa nokuthengwa.

Ngokwezibalo, engxenyeni yokuqala yalo nyaka, yizinkampani ezingu-11 kuphela kwezingu-23 ezisohlwini lwe-MCU zasekhaya ezizuze ukukhula kwemali engenayo unyaka nonyaka, futhi ukusebenza kwehle kakhulu, ngokuvamile okungaphezu kwama-30%, kanti ubuchwepheshe boLwandle olwehla kakhulu babufike ku-53.28%. Imiphumela yokukhula kwemali engenayo ayimihle kakhulu, ukukhula okungaphezu kuka-10% owodwa kuphela, u-10 osele ungaphansi kuka-10%. Isamba senzuzo yemaliji, kukhona ukulahlekelwa okungu-23 kwezingu-13, inzuzo yonke yobuchwepheshe beLe Xin kuphela enhle, kodwa futhi inyuke ngo-2.05%.

Ngokuya nge-gross profit margin, imajini yenzuzo iyonke ye-SMIC yehle yaya ngaphansi kwama-20% isuka ku-46.62% ngonyaka odlule; I-Guoxin Technology yehle yaya kumaphesenti angu-25.55 isuka kumaphesenti angu-53.4 ngonyaka odlule; Amakhono kazwelonke ehle asuka kumaphesenti angama-44.31 aya kumaphesenti ayi-13.04; I-Core Sea Technology yehle isuka kumaphesenti angama-43.22 yaya kumaphesenti angama-29.43.

Ngokusobala, ngemva kokuba abakhiqizi bewele emncintiswaneni wamanani, yonke imboni yangena "embuthanweni ononya". Abakhiqizi basekhaya be-MCU abangaqinile bangene emjikelezweni wokuncintisana wamanani aphansi, futhi umthamo wangaphakathi ubavumela ukuba bangabi nandlela yokwenza imikhiqizo esezingeni eliphezulu futhi bancintisane neziqhwaga zamazwe ngamazwe, ukunikeza abatshalizimali bakwamanye amazwe abanezinzuzo zemvelo, izindleko ngisho nomthamo ithuba lokuzuza.

Manje imakethe inezimpawu zokululama, amabhizinisi afuna ukugqama emncintiswaneni, kuyadingeka ukuthuthukisa ubuchwepheshe, imikhiqizo, ekuqashelweni kwemakethe enkulu, kungenzeka ukugqamisa ukuzungeza, ukugwema isiphetho sokuqedwa.


Isikhathi sokuthumela: Oct-30-2023