Mingaki imiqulu yemakethe ye-MCU? "Sihlele ukungenzi inzuzo iminyaka emibili, kodwa futhi nokuqinisekisa ukusebenza kahle kokuthengisa kanye nesabelo semakethe." Lesi isiqubulo esamenyezelwa 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 yakhuphula kancane intengo ukuze ibuye. ebangeni elinengqondo kakhudlwana.
Abezindaba baseTaiwan: Kuhle, bona ukusa
Ngokusho kwezindaba zaseTaiwan i-Economic Daily ibike ukuthi ukulungiswa kwe-semiconductor kwe-inventory kunesibikezelo esihle, okwakuqala ukuthwala ingcindezi yokwehla kwamanani emakethe ye-microcontroller (MCU), amabhizinisi ahamba phambili e-bargaining mainland asanda kumisa isu lokususa i-inventory, kanti amanye izinto seziqalile nokukhuphuka intengo. I-MCU isetshenziswa kabanzi, ihlanganisa ama-electronics abathengi, izimoto, ukulawula izimboni nezinye izindawo ezibalulekile, futhi manje intengo iyakhuphuka, futhi ukuwa kokuqala (intengo) kuyeka ukwehla, okuveza ukuthi isidingo sokugcina sifudumele, futhi imakethe ye-semiconductor ayikude. kusukela endleleni eya ekululameni.
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 kabanzi, amandla ayo imakethe esetshenziselwa ukwahlulela i-semiconductor boom vane, imiphumela yezezimali ekhishwe yi-micro core kanye nombono, uma kuqhathaniswa “ne-canary emayini”, igqamisa i-MCU kanye nentuthuko. yemakethe iseduze 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 bamazwe ngamazwe abazange bakhathazeke ngezindleko zokuxoxisana ukuze basuse uhlu, futhi izimboni ezididiyelwe ezididiyelwe (IDM) nazo zijoyine inkundla yempi 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 ye-cross-strait uye wancipha kancane kancane, futhi inani elincane lama-oda aphuthumayo seliqalile ukungena, elivumela ukusungula ngokushesha okukhulu. ukususwa, nokusa akufanele kube kude.
Ukusebenza kuwukudonsa. Angikwazi ukuyigingqa
I-MCU njengesekethe yokuhlukaniswa iziqephu, kunezinkampani zasekhaya ze-MCU ezingaphezu kwe-100, izingxenye zemakethe zibhekene nengcindezi enkulu yokusungula, isifunda sokuhlukaniswa iziqephu futhi siyiqembu lezinkampani ze-MCU emqhudelwaneni, ukuze kusheshe ukusungula, futhi kugcinwe. ubudlelwano bamakhasimende, abanye abakhiqizi be-MCU bangabekezelela kuphela ukudela inzuzo enkulu, benze izivumelwano ngentengo, ukuze bathole ama-oda amakhasimende.
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 eziyi-11 kuphela kwezingama-23 ezisohlwini lwe-MCU zasekhaya ezizuze ukukhula kwemali engenayo unyaka nonyaka, futhi ukusebenza kwehle kakhulu, ngokuvamile ngaphezu kwama-30%, kanti ubuchwepheshe boLwandle obuncipha kakhulu. zifinyelele ku-53.28%. Imiphumela yokukhula kwemali engenayo ayimihle kakhulu, ukukhula okungaphezu kuka-10% owodwa kuphela, u-10 osele ungaphansi kuka-10%. Inzuzo yesamba semaliji, kukhona ukulahlekelwa okungu-23 kwezingu-13, inzuzo yonke yobuchwepheshe beLe Xin kuphela evumayo, 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 ephezulu yekhwalithi ephezulu futhi bancintisane nama-giants international, ukunikeza abatshalizimali bakwamanye amazwe abanemvelo, izindleko. futhi amandla azuzisa ithuba lokusebenzisa ithuba.
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
