01 Chip lokacin isarwa ya ragu, amma har yanzu yana ɗaukar makonni 24
Jan. 23, 2023 - Kayan abinci na guntu yana karuwa, tare da matsakaicin lokacin isarwa yanzu kusan makonni 24, makonni uku ya fi guntu fiye da rikodin watan Mayun da ya gabata amma har yanzu yana sama da makonni 10 zuwa 15 kafin barkewar, in ji wani sabon rahoto da Susquehanna ya fitar. Ƙungiyar Kuɗi.
Rahoton ya kuma lura cewa ana rage lokutan jagora a cikin dukkan nau'ikan samfura masu mahimmanci, tare da ICs sarrafa wutar lantarki da kwakwalwan IC na analog da ke nuna raguwa mafi girma a lokutan jagorar.An rage lokacin jagorar Infineon da kwanaki 23, TI ta makonni 4, da Microchip da kwanaki 24.
02 TI: har yanzu yana da kyakkyawan fata game da 1Q2023 kasuwar guntu motoci
Janairu 27, 2023 - The analog da shigar guntu maker Texas Instruments (TI) hasashe cewa kudaden shiga zai ragu da wani 8% zuwa 15% a shekara-shekara a farkon kwata na 2023. Kamfanin yana ganin "rauni buƙatu a duk kasuwannin ƙarshe. sai dai mota” na kwata.
A takaice dai, don TI, a cikin 2023, yayin da masu kera motoci ke shigar da ƙarin analog da kwakwalwan kwamfuta a cikin motocinsu na lantarki, kasuwancin guntu na keɓaɓɓu na kamfanin na iya zama karɓaɓɓe, sauran kasuwancin, kamar wayoyin hannu, sadarwa da tsarin kasuwancin guntu tallace-tallace ko kuma su ci gaba da yin nasara.
03 ST yana tsammanin haɓaka a hankali a cikin 2023, yana kula da kashe kuɗi
A cikin ci gaba da haɓakar samun kuɗin shiga da ƙarfin siyarwa, Shugaban ST kuma Shugaba Jean-Marc Chery ya ci gaba da ganin raguwar ci gaban masana'antar semiconductor a cikin 2023.
A cikin sabon sakin da ya samu, ST ya ba da rahoton samun kudin shiga na kashi hudu na dala biliyan 4.42 da ribar dala biliyan 1.25, tare da cikakken kudaden shiga na shekara ya wuce dala biliyan 16.Har ila yau, kamfanin ya ƙara yawan kashe kuɗi a kan wafer ɗin sa na milimita 300 a cikin Crolles, Faransa, da silikon carbide wafer fab da fab ɗin kayan sawa a Catania, Italiya.
Kudaden shiga ya karu da kashi 26.4% zuwa dala biliyan 16.13 a cikin kasafin kudi na shekarar 2022, sakamakon bukatu mai karfi daga bangarorin kera motoci da masana'antu, "in ji Jean-Marc Chery, shugaban kuma Shugaba na STMicroelectronics.“Mun kashe dala biliyan 3.52 wajen kashe makudan kudade yayin da muka samar da dala biliyan 1.59 a cikin tsabar kudi kyauta.Hasashen kasuwancin mu na matsakaicin lokaci na kwata na farko shine don samun kudaden shiga na dala biliyan 4.2, sama da kashi 18.5 cikin 100 na shekara kuma ya ragu da kashi 5.1 a jere."
Ya ce: 'A cikin 2023, za mu fitar da kudaden shiga zuwa dala biliyan 16.8 zuwa dala biliyan 17.8, karuwar kashi 4 zuwa 10 bisa 2022.''Motoci da masana'antu za su zama manyan abubuwan haɓaka haɓaka, kuma muna shirin saka hannun jari na dala biliyan 4, kashi 80 cikin ɗari na 300mm fab da ci gaban SiC, gami da shirye-shiryen substrate, da sauran kashi 20 na R&D da labs.'
Chery ya ce, "A bayyane yake cewa duk wuraren da suka shafi masana'antar kera motoci da B2B (ciki har da samar da wutar lantarki da na'urori masu sarrafa motoci) an cika su don karfinmu a wannan shekara."
Labaran Masana'antar Asali: Sony, Intel, ADI
04 Omdia: Sony yana riƙe da 51.6% na kasuwar CIS
Kwanan nan, bisa kimar Omdia na kasuwar firikwensin hoto ta duniya CMOS, siyar da firikwensin hoton Sony ya kai dala biliyan 2.442 a cikin kwata na uku na shekarar 2022, wanda ya kai kashi 51.6% na kasuwar, wanda ya kara fadada gibin da Samsung ke matsayi na biyu, wanda ya kai dalar Amurka biliyan 2.442. 15.6%.
Wurare na uku zuwa na biyar sune OmniVision, onsemi, da GalaxyCore, tare da hannun jarin kasuwa na 9.7%, 7%, da 4%, bi da bi.Kasuwancin Samsung ya kai dala miliyan 740 a rubu'i na uku na shekarar da ta gabata, wanda ya ragu daga dala miliyan 800 zuwa dala miliyan 900 a sassan da suka gabata, yayin da Sony ke ci gaba da samun kaso na kasuwa sakamakon umarni na wayoyin salula na zamani irin su Xiaomi Mi 12S Ultra.
A cikin 2021, kasuwar CIS ta Samsung ta kai kashi 29% da na Sony na 46%.A cikin 2022, Sony ya kara fadada gibin tare da matsayi na biyu.Omdia ya yi imanin cewa wannan yanayin zai ci gaba, musamman tare da Sony CIS mai zuwa don jerin iPhone 15 na Apple, wanda ake sa ran zai tsawaita jagora.
05 Intel: abokan ciniki suna share kaya kawai da aka gani a cikin shekarar da ta gabata, annabta 1Q23 ci gaba da asara
Kwanan nan, Intel (Intel) ya sanar da samun 4Q2022 da ya samu, tare da kudaden shiga na dala biliyan 14, wani sabon rashi a 2016, da kuma asarar dala miliyan 664, raguwar 32% na ribar a daidai wannan lokacin a bara.
Pat Gelsinger, Shugaba, yana tsammanin koma bayan tattalin arziki zai ci gaba a farkon rabin 2023, don haka ana sa ran za a ci gaba da yin asara a cikin kwata na farko.A cikin shekaru 30 da suka gabata, Intel bai taɓa samun kashi biyu a jere na asara ba.
A cewar Bloomberg, ƙungiyar kasuwanci da ke da alhakin CPUs ta ƙi 36% zuwa dala biliyan 6.6 a cikin kwata na huɗu.Intel yana tsammanin jimillar jigilar PC a wannan shekara za ta kai raka'a miliyan 270 kawai zuwa raka'a miliyan 295 na mafi ƙanƙanta.
Kamfanin yana tsammanin buƙatar uwar garken zai ragu a cikin kwata na farko kuma ya koma baya.
Shugaban Intel Pat Gelsinger ya yarda cewa rabon kasuwar cibiyar bayanan yana ci gaba da lalacewa ta abokin hamayyar Supermicro (AMD).
Gelsinger ya kuma annabta cewa har yanzu ana ci gaba da aiwatar da aikin share haƙƙin abokan ciniki, wannan ƙaƙƙarfan share fage kamar yadda kawai aka gani a cikin shekarar da ta gabata, don haka Intel shima zai sami tasiri sosai a cikin kwata na farko.
06 Don Masana'antu da Motoci, ADI Yana Faɗa Ƙarfin Analog IC
Kwanan nan, an ba da rahoton cewa ADI na kashe dala biliyan 1 don haɓaka masana'antar sarrafa na'urorin da ke kusa da Beaverton, Oregon, Amurka, wanda zai ninka ƙarfin aikinta.
Muna yin babban saka hannun jari don sabunta sararin masana'antar da muke da shi, sake tsara kayan aiki don haɓaka yawan aiki, da faɗaɗa ayyukanmu gabaɗaya ta hanyar ƙara murabba'in murabba'in murabba'in 25,000 na ƙarin sarari mai tsabta, "in ji Fred Bailey, mataimakin shugaban ayyukan shuka a ADI.
Rahoton ya lura cewa, masana'antar ta fi samar da manyan kwakwalwan kwamfuta na analog waɗanda za a iya amfani da su don sarrafa tushen zafi da kuma kula da yanayin zafi.Kasuwannin da aka yi niyya sun fi yawa a cikin masana'antu da na kera motoci.Wannan na iya kauce wa tasiri har zuwa wani matsayi a cikin ƙarancin buƙata na halin yanzu a kasuwar kayan lantarki.
Sabuwar Fasahar Samfura: DRAM, SiC, Server
07 SK Hynix Ya Bada Sanar da Masana'antu Mafi Saurin Wayar Waya DRAM LPDDR5T
Janairu 26, 2023 – SK Hynix ya ba da sanarwar haɓaka DRAM mafi sauri ta hannu a duniya, LPDDR5T (Ƙaramar Ƙarfin Bayanai Biyu 5 Turbo), da kuma samar da samfuran samfuri ga abokan ciniki.
Sabuwar samfurin, LPDDR5T, yana da adadin bayanai na 9.6 gigabits a sakan daya (Gbps), wanda shine 13 bisa dari cikin sauri fiye da ƙarni na baya LPDDR5X, wanda za'a ƙaddamar a cikin Nuwamba 2022. Don haskaka matsakaicin halayen saurin samfurin, SK Hynix ƙara "Turbo" zuwa ƙarshen daidaitaccen sunan LPDDR5.
Tare da ci gaba da fadada kasuwar wayar salula ta 5G, masana'antar IT tana hasashen karuwar buƙatun kwakwalwan ƙwaƙwalwar ajiya na musamman.Tare da wannan yanayin, SK Hynix yana tsammanin aikace-aikacen LPDDR5T don faɗaɗa daga wayowin komai da ruwan zuwa hankali na wucin gadi (AI), koyon injin, da haɓakawa / zahirin gaskiya (AR/VR).
08. ON Abokan Semiconductor tare da VW don mayar da hankali kan fasahar SiC don motocin lantarki
Jan. 28, 2023 - ON Semiconductor (onsemi) kwanan nan ya sanar da cewa ya sanya hannu kan wata yarjejeniya mai mahimmanci tare da Volkswagen Jamus (VW) don samar da kayayyaki da na'urori masu sarrafawa don ba da damar cikakken bayani na inverter na abin hawa (EV) ga dangin dandamali na gaba na VW. .Semiconductor wani bangare ne na ingantaccen tsarin gabaɗaya, yana ba da mafita don tallafawa masu juyawa gaba da baya don ƙirar VW.
A matsayin wani ɓangare na yarjejeniyar, onsemi zai sadar da EliteSiC 1200V na'urorin wutar lantarki na inverter a matsayin mataki na farko.Modulolin wutar lantarki na EliteSiC sun dace da fil, suna ba da damar sauƙaƙe sikeli na mafita zuwa matakan iko daban-daban da nau'ikan injina.Ƙungiyoyi daga kamfanonin biyu sun yi aiki tare har fiye da shekara guda a kan inganta kayan aikin wutar lantarki don dandamali na gaba na gaba, kuma ana haɓaka samfurori na farko da kuma kimantawa.
09 Rapidus yana shirin yin gwajin samar da kwakwalwan kwamfuta na 2nm a farkon 2025
Jan. 26, 2023 - Kamfanin Semiconductor na Japan Rapidus yana shirin kafa layin samar da matukin jirgi tun farkon rabin farkon 2025 kuma yayi amfani da shi don samar da kwakwalwan kwamfuta na 2nm don manyan kwamfutoci da sauran aikace-aikace, da fara samar da yawa tsakanin 2025 da 2030, Nikkei Asiya ta ruwaito.
Rapidus yana da niyya don samar da 2nm da yawa kuma a halin yanzu yana haɓaka zuwa 3nm don samarwa da yawa.Shirin shine a kafa layukan samarwa a ƙarshen 2020s da fara kera na'urori masu zaman kansu a kusa da 2030.
Rahoton ya nuna cewa, Japan za ta iya samar da kwakwalwan kwamfuta na 40nm kawai a halin yanzu, kuma Rapidus an kafa shi ne don inganta matakin masana'antu na semiconductor a Japan.
Lokacin aikawa: Fabrairu-03-2023