Kodi msika wa MCU ndi wochuluka bwanji? "Tikukonzekera kuti tisapange phindu kwa zaka ziwiri, komanso kuwonetsetsa kuti malonda akuyenda bwino komanso kugawana nawo msika." Uwu ndiye mawu omwe adanenedwa ndi bizinesi yakunyumba yomwe idatchulidwa ndi MCU m'mbuyomu. Komabe, msika wa MCU sunasunthike posachedwa ndipo wayamba kumanga pansi ndikukhazikika.
Phunzirani kwa zaka ziwiri
Zaka zingapo zapitazi zakhala zoyendetsa-coaster kwa ogulitsa a MCU. Mu 2020, mphamvu yopanga chip ndi yochepa, zomwe zimapangitsa kuti chip chikhale chochepa padziko lonse lapansi, ndipo mitengo ya MCU nayonso yakwera. Njira zolowa m'malo m'nyumba za MCU zapita patsogolo kwambiri.
Komabe, kuyambira theka lachiwiri la 2021, kufunikira kofooka kwa mapanelo, mafoni am'manja, ma laputopu, ndi zina zambiri, zidapangitsa kuti mtengo wamitengo yamitundu yosiyanasiyana ugwe, ndipo mitengo ya MCU idayamba kuchepa. Mu 2022, msika wa MCU udasiyanitsidwa kwambiri, ndipo tchipisi ta ogula wamba zili pafupi ndi mitengo yabwinobwino. Mu Juni 2022, mitengo ya MCU pamsika idayamba kutsika.
Mpikisano wamitengo pamsika wa chip ukukulirakulira, ndipo nkhondo yamitengo pamsika wa MCU ikukula kwambiri. Pofuna kupikisana nawo pamsika, opanga m'nyumba amataya ngakhale kutayika, zomwe zimapangitsa kuti mitengo ikhale yotsika kwambiri. Kudula mitengo kwakhala chinthu chodziwika bwino, ndipo kupanga phindu kwakhala njira yopangira opanga kutulutsa zotsika zatsopano.
Pambuyo pa nthawi yayitali yowunikira mitengo yamtengo wapatali, msika wa MCU wayamba kusonyeza zizindikiro za kuchepa, ndipo nkhani zogulitsa katundu zinati fakitale ya MCU sikugulitsanso pamtengo wotsika mtengo, ndipo ngakhale kuwonjezeka pang'ono mtengo kubwereranso kumtundu wololera.
Makanema aku Taiwan: Zabwino, onani m'bandakucha
Malinga ndi Taiwan media Economic Daily inanena kuti kusintha kwa zida za semiconductor kuli ndi mbiri yabwino, koyambirira kupirira kutsika kwamitengo pamsika wa microcontroller (MCU), mabizinesi otsogola akumtunda asiya posachedwapa njira yochotsera zinthu, ndipo zinthu zina zayamba kukwera mtengo. MCU imagwiritsidwa ntchito kwambiri, ikuphimba magetsi ogula, magalimoto, kulamulira mafakitale ndi madera ena ofunikira, ndipo tsopano mtengo ukukwera, ndipo kugwa koyamba (mtengo) kumasiya kugwa, kuwulula kuti kufunikira kotsiriza kumakhala kotentha, ndipo msika wa semiconductor suli kutali ndi msewu wopita kuchira.
Fakitale ya Global MCU index kuphatikiza Renesas, NXP, microchip, ndi zina zambiri, ali ndi udindo wofunikira pamsika wapadziko lonse lapansi wa semiconductor; Fakitale ya Taiwan ikuimiridwa ndi Shengqun, New Tang, Yilong, Songhan, ndi zina zotero.
Makampani okhala mkati ananena kuti MCU ndi ambiri ntchito, mphamvu zake ndi msika ntchito kuweruza semiconductor boom vane, yaying'ono core anamasulidwa zotsatira zachuma ndi kaonedwe, kuposa kufanana ndi "canary mu mgodi", imasonyeza MCU ndi chitukuko cha msika ndi pafupi kwambiri, ndipo tsopano mtengo rebound chizindikiro ndi chizindikiro chabwino pambuyo semiconductor kufufuza kufufuza.
Pofuna kuthetsa mavuto aakulu katundu, makampani MCU anakumana ndi nthawi yoipa kwambiri mdima m'mbiri kuyambira kotala chachinayi cha chaka chatha mpaka theka loyamba la chaka chino, kumtunda MCU opanga sanali kusamala mtengo wa bargaining kuti kuchotsa kufufuza, ndipo ngakhale odziwika bwino Integrated chigawo mafakitale (IDM) nawonso analowa nawo mtengo wankhondo. Mwamwayi, kuwerengera kwaposachedwa kwamitengo yamsika kukutha pang'onopang'ono.
Fakitale ya Taiwan MCU yosatchulidwa dzina idavumbulutsa kuti ndikuchepetsa kwamitengo yamakampani akumtunda, kusiyana kwamitengo yazinthu zapamtanda kwachepa pang'onopang'ono, ndipo malamulo ochepa ayamba kubwera, omwe amathandizira kuchotsa zinthu mwachangu, ndipo m'bandakucha sikuyenera kukhala kutali.
Kuchita ndi kukoka. Sindingathe kuyigudubuza
MCU ngati dera logawa, pali makampani opitilira 100 a m'banja a MCU, magawo amsika akukumana ndi zovuta zambiri, gawo logawikana ndi gulu lamakampani a MCU pampikisanowo, kuti athe kuwerengera mwachangu, komanso kusunga ubale wamakasitomala, opanga ena a MCU amatha kupirira kudzipereka kwa phindu lalikulu lamakasitomala, kubweza pamtengo wogula.
Mothandizidwa ndi malo omwe akukhudzidwa ndi msika, nkhondo yamtengo wapatali idzapitirizabe kutsitsa ntchitoyo, kotero kuti ntchitoyi idzapha phindu lalikulu ndikumaliza kusokoneza.
Mu theka loyamba la chaka chino, opitilira theka la makampani 23 omwe adatchulidwa m'nyumba za MCU adataya ndalama, MCU ikukhala yovuta kwambiri kugulitsa, ndipo opanga angapo amaliza kuphatikiza ndi kugula.
Malinga ndi ziwerengero, mu theka loyamba la chaka chino, 11 okha mwa 23 m'makampani zoweta MCU kutchulidwa akwaniritsa chaka ndi chaka kukula ndalama, ndi ntchito anatsika kwambiri, zambiri kuposa 30%, ndipo kwambiri kuchepa pachimake luso Nyanja anali mkulu monga 53,28%. Zotsatira za kukula kwa ndalama sizili zabwino kwambiri, kukula kwa 10% imodzi yokha, 10 yotsalayo ili pansi pa 10%. Pansi pazachuma, pali zotayika 23 mwa 13, phindu laukadaulo la Le Xin lokha ndilobwino, komanso kuwonjezeka kwa 2.05%.
Pankhani ya phindu lalikulu, phindu la SMIC latsika mwachindunji kufika pansi pa 20% kuchoka pa 46.62% chaka chatha; Guoxin Technology inagwa ku 25.55 peresenti kuchokera ku 53.4 peresenti chaka chatha; Maluso a dziko adatsika kuchoka pa 44.31 peresenti kufika pa 13.04 peresenti; Core Sea Technology yatsika kuchokera pa 43.22 peresenti kufika pa 29.43 peresenti.
Mwachiwonekere, opanga atagwa mu mpikisano wamtengo wapatali, malonda onse adalowa mu "mzere woipa". The zoweta MCU opanga amene si amphamvu alowa mkombero wa mpikisano otsika mtengo, ndi voliyumu mkati amalola alibe njira yochitira zinthu apamwamba apamwamba mapeto ndi kupikisana ndi zimphona mayiko, kupereka ndalama zakunja amene ali zachilengedwe, mtengo komanso ngakhale mphamvu ubwino mwayi kutenga mwayi.
Tsopano msika uli ndi zizindikiro zobwezeretsa, mabizinesi akufuna kuwonekera pampikisano, ndikofunikira kukweza ukadaulo, zogulitsa, pakuzindikirika kwakukulu kwa msika, ndizotheka kuwonetsa zozungulira, kupewa tsogolo la kutha.
Nthawi yotumiza: Oct-30-2023
