Ukuhlinzekwa kwezingxenye ze-elekthronikhi zemithetho yemotoDrive Automotive Innovation Forward
Kusukela ekubukeni kwemakethe, i-ST, i-NXP, i-Infineon nabanye abakhiqizi abakhulu abazange bakhululwe ekunikezeni izinto zokwakha, isikhathi sokulethwa sokugcina amasonto angaphezu kwama-40 noma ngisho namaviki angu-52, intengo nayo iphakeme.Lokhu kumelele uchungechunge lwe-ST's F429, F427, kanye nochungechunge lwe-Infineon's SAK neminye imikhiqizo.
Ngenxa yesidingo esinganqamuki sezinto zokwakha zebanga lezimoto, i-ST, i-NXP namanye ama-majors ebanga lezimoto agcine imali engenayo kanye nokusebenza kwenzuzo okuhle kakhulu ngekota yesibili, futhi enza amathemba anethemba ngekota yesithathu.Ngokuphambene, umthengi ovamile abakhiqizi bemishini yoqobo kanye nabakhiqizi benkumbulo, ikota yesithathu kunzima ukubuka umbono omuhle.
Ngokugqugquzelwa okuqhubekayo kobuhlakani bezimoto, amandla amasha, i-MCU yezimoto ngokusobala kuyithuba lesikhathi eside, futhi ekuwohlokeni kwe-electronics yabathengi, i-MCU yezimoto isiphinde yaba isiqondiso sabakhiqizi bendawo "impumelelo".Kodwa-ke, uma kuqhathaniswa nemikhiqizo yabathengi, ama-MCU ezimoto abeka izinselelo kubakhiqizi basekhaya ngokwezindleko ze-R&D, ukuqinisekiswa kwamazinga, nokusungulwa kwemvelo, ngakho-ke kunzima ukwandisa kakhulu ukunikezwa kwemakethe kwama-MCU ezimoto ngesikhathi esifushane, kanye nabakhiqizi abakhulu. isazobusa i-ecology yesiyingi semoto.
Izimoto ezintsha zamandla kanye nezimoto ezihlanganisiwe zithatha indawo yemakethe yezimoto zikaphethiloli ngezinga elikhulu, okwenza ukusetshenziswa kwama-semiconductors kagesi kukhule ngokushesha.Njenge-MCU, ama-semiconductors wamandla wezinga eliphezulu nawo agxile ezandleni zenani elincane labakhiqizi abakhulu.Isidingo sezimoto siyenyuka, kodwa ukuhlinzekwa kwama-semiconductors kagesi kube yinkinga.Ngonyaka odlule, ubhubhane nezikhukhula eNingizimu-mpumalanga ye-Asia, ezithinta i-Infineon yasendaweni, i-NXP, i-ON Semiconductor kanye ne-ST factory output and logistics, andisa igebe phakathi kokuhlinzekwa nokufunwa.
Umthamo wefekthri enkulu uvamise ukuhlehla, okuholela ekuhlinzekeni kwe-semiconductor yamandla kanye negebe lesidingo ukuze ligcinwe, bese ukulethwa kanye nokukhuphuka kwamanani.Kubonakala sengathi i-semiconductor yamandla ezimoto icishe ibe "izinto ezimfishane" zamanje, ukunikezwa kungaqhubeka nokudlula isidingo kuze kube unyaka ozayo.
Kusukela ngo-2018, i-TDK nezinye izimboni zaseJapan zizogxila emikhiqizweni yezimoto enenzuzo enkulu, zidale igagasi lemakethe yezingxenye ezingakaze zibonwe ngaphambili.Manje umjikelezo usushintshile, ngenani elikhulu lesidingo se-IC asisekho, izinga lokusungula lezingxenye ze-passive zekilasi elijwayelekile nalo selifinyelele izinsuku ezingaphezu kwezingu-90, futhi kulindeleke ukuthi lilandelwe ukuncishiswa kwentengo ngo-3% -6%.Ngokusekelwe emikhiqizweni evamile ivame ukwenza buthaka isimo semakethe, izimboni zaseTaiwan ezifana neNational Giant zaqala ukukhulisa kakhulu ingxenye yemikhiqizo yezimoto enenzuzo enkulu.
Emikhiqizweni ye-elekthronikhi, amasekhethi ahlanganisiwe kanye nezingxenye ze-passive zingezezinhlelo zokusebenza ezihambisanayo, ama-electronics abathengi emakhazeni, nakanjani azoholela ku-MCU yabathengi, i-PMIC kanye nezingxenye ezijwayelekile zokungenzi lutho ngokuwa kwesidingo, kuyilapho isidingo sezimoto sisenamandla, esimweni sezimoto. Ukushoda kwe-MCU kanye ne-high-grade power semiconductor kanye nokwenyuka kwentengo, izingxenye ze-passive zebanga eliphezulu ezinokukhuphuka okufanayo nazo kulindeleke.
Muva nje, i-Broadcom kulindeleke ukuthi inyuse intengo yama-chips okuxhumana kwenethiwekhi ngo-6% -8% kusukela ngonyaka ozayo, ukwenyuka kwentengo uma kuqhathaniswa nokuthambekela kwalesi sinyathelo kubonisa imakethe yezokuxhumana yenethiwekhi kanye nemakethe yezimoto njengoba isidingo sidlula ukunikezwa.Ngesizathu sokunyuka kwentengo, i-Broadcom ithe ngenxa yokuthi amazwe azokhuthaza ukwakhiwa kwamaphrojekthi we-5G, isidingo se-5G ne-Wi-Fi 6 sinamandla, ama-chips ezokuxhumana enethiwekhi ayashoda, ngakho-ke anquma ukunyusa amanani.
Ekuphakameni kokuntuleka kwe-core tide, imakethe yama-chips okuxhumana kwenethiwekhi kune-MCU, i-PMIC nezinye izinto eziguquguqukayo zincane, kodwa ngenxa yokuntuleka kwe-core tide, imakethe yama-chips okuxhumana kwenethiwekhi "iyamelana", ngakho-ke. ukuthi i-Broadcom nezinye izimboni zisenamandla okunyusa amanani.Ngokufanayo nezinto zezimoto, ukuxhumana kwe-Wi-Fi 6 ne-5G kuzophinda kudale igagasi lamathuba esikhathi eside, ngokuvumelana nesidingo esinamandla sama-chips e-Netcom ukuze kugcinwe ukukhuphuka okuqhubekayo.
Isiphetho: ukuhlehliswa kokuhlinzekwa kanye nesidingo, kudinga ukulungiswa ngesikhathi esifanele
Ama-elekthronikhi wabathengi emakhazeni, okuholela ezinhlotsheni eziningi zezingxenye zemakethe, ukulungiswa kwe-inventory yemboni yamanje kuze kugcinwe izingxenye ezimbili kuya kwezintathu, kuyabonakala ukuthi ukuguqulwa komjikelezo wemboni ye-semiconductor kuvuliwe, iningi labasabalalisi, ukuphela. imibono yesitoko ngokuqinisekile izohluka kusukela ekuntulekeni kwesikhathi se-core tide.
Kodwa ezimeni ezijwayelekile zemakethe, ezezimoto, i-netcom nezinye izinhlelo zokusebenza ngenxa yochungechunge lwezabelo zesikhathi eside zomkhakha, izinto ezihlobene zisagcinwa zishoda.Ngokusobala, izinkampani eziningi zama-chip ezilahlekelwe ukusebenza ngenxa yokuwohloka kwama-elekthronikhi abathengi zizophendukela ezintweni zezimoto ukuze zikhule, kubasabalalisi, ukulungiswa okufika ngesikhathi kwecebo lesitoko nakho kuyadingeka, indlela yokulinganisa ibhalansi phakathi kokushintshwa komjikelezo wemakethe ye-semiconductor kanye nochungechunge olude lwemboni. amathuba esikhathi azobaluleke kakhulu.
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