Yayin da wadatar kasuwancin semiconductor ke ci gaba da raguwa, semiconductor "iska mai sanyi" yana kadawa zuwa filin abu na sama, kuma wafers na silicon da wafers na siliki na monocrystalline waɗanda suka yi aiki da kyau suma sun fara sassautawa.
01 Asilicon wafer factoryamince da abokin ciniki don jinkirta jigilar kaya
A cewar Daily Economic Daily, wanda ya shafi lalata dabaru na ICs da kuma raguwar samarwa masu kera guntu ƙwaƙwalwar ajiya, buƙatun wafer na silicon shima ya ci gaba da raguwa.Silicon fabs ya fara yarda da abokan ciniki da su jinkirta ja kaya, kuma halin mannewa farashin ya canza, kuma yawancin masana'antun suna shirye su hada kai da abokan ciniki don yin shawarwari kan farashin, kuma wasu masana'antun sun ce kai tsaye " rabi na farko na shekara mai zuwa. watakila ya dan yi wahala."
An fahimci cewa wasusiliki fasa kasar Taiwan sun amince da jinkirta jigilar kayayyaki zuwa wasu tsirarun kwastomomi, tare da jinkirta su na kusan watanni daya ko biyu.Sauran kayan kwalliyar siliki suna tattaunawa tare da abokan ciniki don ɗan jinkirta ɗaukar kaya daga farkon kwata na shekara mai zuwa.
Tun daga wannan zagaye na raguwar kasuwa, masana'antun wafer sun sha wahala oda, amfani da iya aiki ya ragu, masana'antun ƙwaƙwalwar ajiya sun sami nasarar rage kashe kashe kuɗi da samarwa don lokacin hunturu, masana'antun ƙirar IC sun rage adadin kwakwalwan kwamfuta, lalata su, har ma da biyan diyya. don soke kwangilolin wafer na dogon lokaci.Yanzu da iska mai sanyi ke kadawa ta siliki, kasuwar tana fuskantar matsi mai yawa.
Silicon wafer practitioners a gaskiya, halin yanzu na dogon lokaci abokin ciniki matakin na da karuwa, mai yiwuwa ya kai iyaka, wasu abokan ciniki sun zo don tattauna jinkiri na kaya.Gabaɗaya, tasirin faduwar siliki ba zai iya fitowa da gaske ba har zuwa kwata na farko na shekara mai zuwa, kuma an kiyasta cewa 8-inch wafers na silicon na iya daidaitawa fiye da 12-inch silicon wafers.
Akwai kuma sassautawa ta fuskar farashin, kuma masana'antar Taiwan Hejing ta ce za ta yi shawarwari da abokan ciniki a farkon rabin shekara mai zuwa, kuma za ta daidaita bisa yanayin kasuwa.Duniyar waje ta yi imanin cewa kasuwar buƙatun siliki mai girman inci 6 ba ta da ƙarfi, kuma farashin ya fi sauƙi sassautawa, kuma farashin wafern siliki sama da inci 8 yana da mafi kyawun damar kiyaye kwanciyar hankali.
Ko da yake "iska mai sanyi" yana kadawa ga siliki, ba za a dakatar da shirin fadada siliki ba.An ba da rahoton cewa don ci gaba na matsakaici da na dogon lokaci, shirin fadada siliki wafer fabs irin su Global Crystal, Tai Sembco da Hejing bai tsaya ba.
Dangane da Tai Sembco, ana sa ran sabon kamfanin zai fara samar da yawan jama'a a shekarar 2024, kuma kamfanin ya ce sabon kamfanin yana ci gaba kamar yadda ake sa ran.Kamfanin Hejing na Longtan da ke Taiwan da kamfanin Zhengzhou da ke babban yankin kasar Sin dukkansu suna fadada karfin samar da wafer siliki mai inci 12.
Xu Xiulan, shugaban kamfanin Global Crystal, ya ce a cikin gajeren lokaci, ciki har da na'urori masu kwakwalwa, wayoyin hannu da na'urorin ajiya, za su iya ci gaba da yin rauni a rabin na biyu na shekara, amma cibiyoyin bayanai da motoci sun yi aiki sosai, kuma gaba ɗaya Ana sa ran aikin kasuwa zai kasance daidai a cikin 2023. A cikin dogon lokaci, saboda haɓakar yanayin tattalin arziki na gabaɗaya da ma'aunin ma'auni na guntu a hankali, haɓaka zai dawo cikin 2024.
02 TCL Zhonghuan monocrystalline silicon wafer yana ba da "raguwa guda biyu a jere"
A cewar rahotannin kafofin watsa labarai, TCL Central ta sake rage farashin wafers na silicon monocrystalline a ranar 27 ga Nuwamba, bayan yanke farashin a ranar 31 ga Oktoba.
Daga cikin su, adadin 150μm kauri P-type 210 da 182 silicon wafers sun kasance yuan / guda 9.30 da yuan 7.05, bi da bi, wanda ya kasance yuan 0.43 da yuan 0.33 ƙasa fiye da yadda aka ambata a ranar 31 ga Oktoba;Sabbin ambato na 150μm kauri N-type 210 da 182 silicon wafers sun kasance yuan 9.86 da yuan 7.54, bi da bi, wanda ya kasance 0.46 yuan / yanki da 0.36 yuan / yanki ƙasa da na zagaye na baya.
TCL Central ta ce za a fara aiwatar da farashin daga ranar 28 ga Nuwamba. Yayin da matsin lamba a cikin kasuwar wafer ke ci gaba da karuwa, wafers a fili shine farkon tashin farashin farashi.Daga ambaton TCL Central, raguwar ƙimar duk samfuran ya kai 4.5%.
A ƙarƙashin kasuwa na yanzu, tare da watsawar sarkar masana'antu zuwa sama, yana da ma'ana don "iska mai sanyi" na semiconductor don hura cikin filin kayan sama.
Lokacin aikawa: Dec-03-2022