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 kukwera kwa ma roller-coaster kwa ogulitsa a MCU. Mu 2020, mphamvu yopanga tchipisi ndi yochepa, zomwe zimapangitsa kuti chip chikhale chochepa padziko lonse lapansi, ndipo mitengo ya MCU yakweranso. Njira yolowa m'malo mwa MCU yakumaloko yapitanso 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, msika wa MCU wayamba kuwonetsa zizindikiro za kutsika, ndipo nkhani zogulitsira zidati fakitale ya MCU sikugulitsanso pamtengo wotsikirapo kuposa mtengo wake, ndipo idakwera pang'ono mtengo kubwerera. pamlingo 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 kwambiri kupirira kutsika kwamitengo pamsika wa microcontroller (MCU), mabizinesi otsogola akumtunda asiya posachedwapa njira yochotsera zinthu, ndipo ena. zinthu zayambanso kukwera mtengo. MCU imagwiritsidwa ntchito kwambiri, kuphimba magetsi ogula, magalimoto, kulamulira mafakitale ndi madera ena ofunika, ndipo tsopano mtengo ukukwera, ndipo kugwa koyamba (mtengo) kumasiya kutsika, kuwulula kuti kufunikira kotsiriza ndikotentha, ndipo msika wa semiconductor suli kutali. kuchokera kunjira yopita 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.
Ogwira ntchito m'mafakitale adanenanso kuti MCU imagwiritsidwa ntchito kwambiri, mphamvu yake ndi msika womwe umagwiritsidwa ntchito kuweruza ma semiconductor boom vane, zotsatira zandalama zomwe zimatulutsidwa ndi mawonedwe ang'onoang'ono, zofananira ndi "canary mumgodi", zikuwonetsa MCU ndi chitukuko. msika uli pafupi kwambiri, ndipo tsopano chizindikiro chobwereranso mtengo ndi chizindikiro chabwino pambuyo pa kusintha kwazinthu za semiconductor.
Pofuna kuthana ndi kukakamizidwa kwakukulu kwazinthu, makampani a MCU adakumana ndi nthawi yamdima kwambiri m'mbiri kuyambira kotala lachinayi la chaka chatha mpaka theka loyamba la chaka chino, opanga ma MCU akumtunda sanasamale za mtengo wamalonda kuti athetsere zinthu, komanso ngakhale. Odziwika bwino Integrated Component Factory (IDM) nawonso adalowa nawo pankhondo yamitengo. Mwamwayi, kuwerengera kwaposachedwa kwamitengo yamsika kukutha pang'onopang'ono.
Fakitale ya Taiwan MCU yosatchulidwa dzina idawulula kuti ndikuchepetsa kwamitengo yamabizinesi akumtunda, kusiyana kwamitengo yazinthu zodutsamo kwachepa pang'onopang'ono, ndipo malamulo ochepa ayamba kubwera, omwe amathandizira kuwerengera mwachangu. kuchotsedwa, ndipo mbandakucha usakhale kutali.
Kuchita ndi kukoka. Sindingathe kuyigudubuza
MCU monga gawo lagawo, pali makampani opitilira 100 a MCU apanyumba, magawo amsika akukumana ndi zovuta zambiri, gawo logawikana lilinso gulu lamakampani a MCU pampikisano, kuti athe kuwerengera mwachangu, ndikusunga. ubale kasitomala, ena opanga MCU akhoza kungopirira kupereka nsembe phindu lalikulu, kuvomereza pa mtengo, posinthana ndi malamulo kasitomala.
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 makampani 23 apakhomo a MCU omwe adatchulidwa akwaniritsa kukula kwachuma chaka ndi chaka, ndipo ntchitoyo idatsika kwambiri, nthawi zambiri kuposa 30%, ndipo ukadaulo wapanyanja womwe ukucheperachepera kwambiri. ndi 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 apamwamba-mapeto mankhwala ndi kupikisana ndi zimphona mayiko, kupereka ndalama zakunja amene zachilengedwe, mtengo. ndipo ngakhale luso limapindulitsa mwayi wopezerapo 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
