I kēia mau lā, ua hoʻopuka ʻo Morgan Stanley Securities i ka hōʻike hou loa "Asia Pacific Automotive Semiconductor", e ʻōlelo ana ua hoʻopuka ʻelua mau mea hana semiconductor nui, ʻo Rexa lāua ʻo Ansome, i nā kauoha e ʻoki, a ke ʻoki nei i nā kauoha hoʻāʻo chip i ka hapahā ʻehā.
Wahi a ka hōʻike, ʻo nā kumu o ka ʻoki kauoha i hoʻopuka ʻia e ka hale hana nui penei:
1、 Hoʻonui ka TSMC i nā wafers semiconductor kaʻa i ke kolu o ka hapaha e 82% i kēlā me kēia makahiki, 140% kiʻekiʻe ma mua o ka maʻi maʻi;
2、 ʻO ke kūʻai nāwaliwali o nā kaʻa uila ma ka ʻāina nui ʻo Kina (ka helu ʻana no 50% a 60% o nā kaʻa uila honua) ua alakaʻi i ka lako piha o nā semiconductors kaʻa, a ke hoʻomaka nei ke ʻano o ka ʻoki hoʻokahi.
Ua kuhikuhi ʻo Zhan Jiahong, kahi mea loiloi o Morgan Stanley semiconductor ʻoihana, e like me ka huakaʻi hou loa i ke kaʻina hana post foundry o nā wafers semiconductor, kekahi mau semiconductor automotive, e like me nā mea hoʻolako MCU a me CIS, me Rexa Electronics a me Ansomy Semiconductor, ke ʻoki nei i kekahi. ʻO nā kauoha hoʻāʻo chip i ka hapahā ʻehā, e hōʻike ana i ka pau ʻole o nā ʻāpana kaʻa.
Ua ʻōlelo ʻo Zhan Jiahong, ma ka hoʻohālikelike ʻana i ka loaʻa kālā o nā semiconductors automotive honua me nā loli o ka hoʻopuka automotive, hiki ke ʻike ʻia i nā makahiki i hala iho nei, ʻo ka CAGR o ka loaʻa kālā o nā automotive semiconductor he kiʻekiʻe e like me 20%, aʻo ka hoʻopuka automotive he 10 wale nō. %.Mai kēia ʻano, ʻoi aku ka nui o nā semiconductor automotive i ka hopena o 2020 a me ka hoʻomaka ʻana o 2021. Eia naʻe, i hoʻopilikia ʻia e ka hoʻolaha ʻana o ka honua COVID-19 i kēlā manawa, ʻaʻole maʻalahi ka halihali a ʻoki ʻia paha ka lako. ʻo ka hopena i ka hemahema loa o nā ʻāpana kaʻa a hoʻomau i ka hemahema.
I kēia manawa, e like me ka emi ʻana o ka hopena o ka lawe ʻana, hui pū me ka piʻi nui ʻana o TSMC i ka hoʻopuka ʻana o nā pahu kaʻa i ke kolu o ka hapaha, a me ka nāwaliwali o ka noi mākeke ma Kina Mainland, nona ka 50% a 60% o ka honua. ʻO ke kūʻai ʻana i nā kaʻa uila, ua hana piha ʻia nā ʻāpana kaʻa i kēia manawa, a hiki ke hoʻopau ʻia ka pilikia pōkole i hoʻopilikia i ka ʻoihana kaʻa no nā makahiki he nui.
E like me kā mākou e ʻike ai, ʻaʻole i hoʻomaikaʻi ka hemahema o nā chips mai kēia makahiki.He lohi ka noi no nā mea kūʻai uila, a ʻo ka hāʻawi ʻana i nā chips automotive hāʻule i ka noi.Ua hoʻokuʻu ʻia nā mea hana kīpē kaʻa nui e like me Texas Instruments, Italia France Semiconductor, Infineon a me NXP i nā hōʻailona ikaika o ka ulu ʻana i nā chips automotive.
ʻO Infineon, ka mea hana nui o nā semiconductors mana automotive, he manaʻo conservative no ka hemahema o nā pahu kaʻa i ka wā e hiki mai ana.Ua ʻōlelo ʻo Peter Schiefer, ka pelekikena honua o ATV o kāna ʻoihana ʻoihana uila kaʻa kaʻa, ua ikaika mau ke ʻano o ka ATV, a ua hoʻonui ʻia kekahi mau huahana.No ka laʻana, ma muli o ka liʻiliʻi o ka mana hana CMOS o ka OEM, ʻaʻole hiki ke hoʻi i ka hoʻolako a me ke koi o ka MCU automotive Infineon i 2023 i kahi kūlana kaulike.Ua ʻōlelo ʻo Stellantis, ka mea hana kaʻa kaʻa honua i loaʻa i ka mana lōʻihi o Infineon Power Semiconductor, i ʻOkakopa e manaʻo ʻia e hoʻomau ʻia ke kaulahao semiconductor a hiki i ka hopena o ka makahiki aʻe.
I ka hoʻomaka ʻana o Nowemapa, ʻo NXP, kahi mea hana chip automotive nui, i ʻōlelo i ka wā i hoʻokuʻu ai i kāna hōʻike kālā Q3 no ka mea ʻo ka loaʻa kālā mai nā chips automotive i helu nui ʻia, ua pale ʻo NXP i ka dilemma o ka emi wikiwiki o ka noi semiconductor.E like me nā mea hana i ka mākeke hopena automotive, ʻōlelo ʻo NXP aia ka hapa o kekahi mau huahana ma aneʻi.Ke hopohopo nei nā mea hoʻopukapuka e pili ana i ka lōʻihi o ka mākeke hopena automotive hiki ke hāʻawi i kahi pale ma lalo o ka hāʻule nui o ka noi.
ʻAʻole i liʻuliʻu, e like me ka noiʻi a Haina International Group, ua pōkole ka manawa hāʻawi chip i ʻOkakopa e 6 mau lā, ʻo ia ka hāʻule nui loa mai 2016, e hōʻike ana i ka emi ʻana o ka koi chip.Eia naʻe, ua hōʻike pū ʻo Hainer i ka manawa hoʻopuka o Texas Instruments, nona kahi waihona huahana nui a me ka papa inoa o nā mea kūʻai aku, ua pōkole ʻia e 25 mau lā ma ʻOkakopa, a ua kaupalena ʻia kāna hoʻolako ʻana i kekahi mau mīkini kaʻa.Hiki ke ʻike ʻia ʻoiai ke hoʻohaʻahaʻa ʻia nei ka hemahema o ka ʻoihana chip honua, aia nō kekahi o kāna mau mīkini kaʻa i ka pōkole.
Akā i kēia manawa, ua hoʻokuʻu ʻo Morgan Stanley i kahi hōʻailona mākeke hou, e hōʻike ana e hoʻopau ʻia ka pōʻai kumu a me ka piʻi ʻana o ke kumukūʻai i hoʻopilikia i ka ʻoihana kaʻa no ka manawa lōʻihi, a e hoʻopau ʻia ka pōʻai hou o ka ʻoihana semiconductor. .
——————Kuhiia mai变频器世界 Unuhi ʻia e EACON inverter
Ka manawa hoʻouna: Nov-25-2022