Mingaphi imiqulu yemarike yeMCU? "Siceba ukungenzi nzuzo iminyaka emibini, kodwa nokuqinisekisa ukusebenza kwentengiso kunye nesabelo semarike." Esi sisiqubulo esakhwazwa lishishini lasekhaya elidweliswe kwi-MCU ngaphambili. Nangona kunjalo, imakethi ye-MCU ayihambanga kakhulu mva nje kwaye sele iqalile ukwakha ezantsi kunye nokuzinza.
Funda iminyaka emibini
Iminyaka embalwa edlulileyo ibiluhambo oluhamba nge-roller-coaster kubathengisi be-MCU. Ngo-2020, umthamo wokuvelisa itshiphu ulinganiselwe, nto leyo ekhokelela ekunqongophelweni kwetshiphu yehlabathi, kwaye amaxabiso e-MCU nawo anyukile. Inkqubo yasekhaya yokutshintshwa kwe-MCU yasekhaya nayo yenze imitsi emikhulu kwizinto ezininzi.
Nangona kunjalo, ukusukela kwisiqingatha sesibini sika-2021, imfuno ebuthathaka yeepaneli, iifowuni eziphathwayo, iilaptops, njl.njl., kukhokelele kwixabiso lendawo yeetshiphusi ezahlukeneyo zaqala ukuwa, kwaye amaxabiso e-MCU aqala ukwehla. Ngo-2022, imakethi ye-MCU yahlulwe ngokunzulu, kwaye iitshiphusi zabathengi ngokubanzi zisondele kumaxabiso aqhelekileyo. NgoJuni ka-2022, amaxabiso e-MCU emarikeni aqala ukunyuka.
Ukhuphiswano lwamaxabiso kwimarike ye-chip luba lubi kakhulu, kwaye imfazwe yexabiso kwimarike ye-MCU iya isanda. Ukuze bakhuphisane ngesabelo semarike, abavelisi basekhaya bade balahle ngelahleko, nto leyo ekhokelela ekwehleni okukhulu kwamaxabiso emarike. Ukunciphisa amaxabiso kuye kwaba yinto eqhelekileyo, kwaye ukwenza ingeniso kuye kwaba yindlela yokuba abavelisi bakhuphe amaxabiso amatsha.
Emva kwexesha elide lokuhlanjululwa kwexabiso, imarike ye-MCU iqalile ukubonisa iimpawu zokuphuma phantsi, kwaye iindaba ze-supply chain zatsho ukuba i-MCU yefektri ayisathengisi ngexabiso eliphantsi kunexabiso, kwaye inyuse ixabiso lokubuyela kuluhlu olufanelekileyo.
Imithombo yeendaba yaseTaiwan: I-omen elungileyo, bona ukusa
Ngokutsho kweendaba zaseTaiwan ze-Economic Daily zabika ukuba ukulungiswa kwe-inventory ye-semiconductor ine-omen elungileyo, eyona nto iqala ukuthwala uxinzelelo lwamaxabiso ahlayo kwi-microcontroller (MCU) kwimarike, amashishini aphambili athengisa amazwe asanda kumisa isicwangciso sokucoca uluhlu, kwaye ezinye izinto ziye zaqala ukunyuka kwixabiso. I-MCU isetyenziswa ngokubanzi, igubungela i-electronics yabathengi, iimoto, ulawulo lwamashishini kunye nezinye iindawo eziphambili, kwaye ngoku ixabiso likhuphuka, kwaye ukuwa kokuqala (ixabiso) kuyeka ukuwa, kubonisa ukuba imfuno yokugcina ifudumele, kwaye i-market semiconductor market ayikho kude kwindlela yokubuyisela.
I-Global MCU index factory equka i-Renesas, i-NXP, i-microchip, njl., inesithuba esibalulekileyo kwishishini le-semiconductor yehlabathi; I-factory yaseTaiwan imelwe yi-Shengqun, i-New Tang, i-Yilong, i-Songhan, njl njl. Ngokunciphisa ukhuphiswano lokuphuma kwegazi kumashishini amakhulu, abavelisi abafanelekileyo baya kuzuza.
Abangaphakathi kwimizi-mveliso babonise ukuba i-MCU isetyenziswa kakhulu, i-dynamics yayo yimarike esetyenziselwa ukugweba i-semiconductor boom vane, i-micro core ekhutshwe iziphumo zezimali kunye nembono, efaniswa ngakumbi "ne-canary emgodini", ibalaselisa i-MCU kunye nophuhliso lwemarike lusondele kakhulu, kwaye ngoku uphawu lokubuyisela ixabiso luphawu oluhle emva kohlengahlengiso lwe-inventri ye-semiconductor.
Ukuze kusonjululwe uxinzelelo olukhulu lwe-inventri, ishishini le-MCU lajongana nelona xesha limnyama kakhulu kwimbali ukusuka kwikota yesine yalo nyaka uphelileyo ukuya kwisiqingatha sokuqala salo nyaka, abavelisi be-MCU belizwekazi abazange bacinge ngeendleko zokuxoxisana nokucoca uluhlu lwempahla, kunye neefektri ezaziwayo-kakuhle ezidibeneyo (IDM) nazo zajoyina ibala lokulwa lamaxabiso. Ngethamsanqa, uluhlu lwamva nje lokukhutshwa kwexabiso lemarike ngokuthe ngcembe luya esiphelweni.
Umzi-mveliso waseTaiwan we-MCU ongachazwanga ngagama uveze ukuba ngokuthomalaliswa kwesimo sengqondo samaxabiso kumashishini amakhulu, umahluko wexabiso leemveliso ezinqamlezileyo uye wancipha ngokuthe ngcembe, kwaye inani elincinci lee-odolo ezingxamisekileyo sele liqalile ukungena, elinceda ekususweni koluhlu olukhawulezayo, kwaye ukusa akufanele kube kude.
Ukusebenza kukutsala. Andikwazi ukuyiqengqa
I-MCU njengesekethe yolwahlulo, kukho ngaphezulu kwe-100 yeenkampani zasekhaya ze-MCU, amacandelo emarike ajongene noxinzelelo oluninzi lwempahla, isekethe yolwahlulo ikwaliqela leenkampani ze-MCU kukhuphiswano, ukuze kukhawuleze ngakumbi kuluhlu, kunye nokugcina ubudlelwane babathengi, abanye abavelisi be-MCU banokuthwala kuphela ukuncama inzuzo enkulu, benze iminyinyiva kwixabiso le-odolo yabathengi.
Ngenkxaso yemeko yemfuno yemarike ecinezelekileyo, imfazwe yexabiso iya kuqhubeka idonsa phantsi ukusebenza, ukuze umsebenzi ekugqibeleni ubulale inzuzo embi kakhulu kwaye ugqibezele i-shuffle.
Kwisiqingatha sokuqala salo nyaka, ngaphezu kwesiqingatha se-23 edweliswe kwiinkampani zasekhaya ze-MCU zilahlekelwe yimali, i-MCU iya isiba nzima ukuyithengisa, kwaye abavelisi abaninzi baye bagqiba ukudibanisa kunye nokuthengwa.
Ngokwezibalo, kwisiqingatha sokuqala salo nyaka, kuphela 11 kwi-23 yasekhaya edweliswe kwi-MCU yeenkampani eziphumelele ukukhula kwengeniso yonyaka, kunye nokusebenza kwehle kakhulu, ngokubanzi ngaphezu kwe-30%, kwaye eyona nto iyancipha iteknoloji yoLwandle iphezulu kakhulu njenge-53.28%. Iziphumo zokukhula kwengeniso azihle kakhulu, ukukhula okungaphezulu kwe-10% enye kuphela, i-10 eseleyo ingaphantsi kwe-10%. Umda wengeniso ye-Net, kukho i-23 kwi-13 ilahleko, kuphela inzuzo ye-teknoloji ye-Le Xin ilungile, kodwa kunye nokunyuka kwe-2.05%.
Ngokomda wengeniso ye-gross profit, i-gross profit margin ye-SMIC yehle ngokuthe ngqo ukuya ngaphantsi kwe-20% ukusuka kuma-46.62% kunyaka ophelileyo; I-Guoxin Technology yawela kwi-25.55 yeepesenti ukusuka kwi-53.4 yeepesenti kunyaka odlulileyo; Izakhono zelizwe zehle ukusuka kwi-44.31 yeepesenti ukuya kwi-13.04 yeepesenti; I-Core Sea Technology yehla ukusuka kwi-43.22 yeepesenti ukuya kwi-29.43 ipesenti.
Ngokucacileyo, emva kokuba abavelisi bewele kukhuphiswano lwexabiso, yonke imboni yangena "kwisangqa esibi". Abavelisi be-MCU basekhaya abangenamandla baye bangena kumjikelo wokhuphiswano lwexabiso eliphantsi, kwaye umthamo wangaphakathi ubavumela ukuba bangabi nandlela yokwenza iimveliso ezikumgangatho ophezulu ophezulu kwaye bakhuphisane nezigebenga zamazwe ngamazwe, ukunika abatyali-mali bamazwe angaphandle abaneemeko zendalo, iindleko kunye nokuba namandla okuxhamla ithuba lokuthatha inzuzo.
Ngoku imarike ineempawu zokubuyisela, amashishini afuna ukugqama kukhuphiswano, kuyimfuneko ukuphucula iteknoloji, iimveliso, ekuqaphelisweni kweemarike ezinkulu, kunokwenzeka ukugqamisa ukujikeleza, ukuphepha ukuphela kokupheliswa.
Ixesha lokuposa: Oct-30-2023
