Kalaman Kasuwa: Semiconductor, Bangaren Motsawa, MOSFET
1. Rahoton kasuwa ya nuna cewa ƙarancin wadata na IC da kuma tsawon lokacin jigilar kayayyaki zai ci gaba
Fabrairu 3, 2023 - Karancin wadata da kuma tsawon lokacin jagora zai ci gaba da kasancewa har zuwa 2023, duk da an samu ci gaba a wasu matsalolin sarkar samar da kayayyaki na IC.Musamman karancin motoci zai zama ruwan dare.Matsakaicin sake zagayowar ci gaban firikwensin ya fi makonni 30;Za'a iya samun kayan aiki akan rarrabawa kawai kuma baya nuna alamun cigaba.Koyaya, akwai wasu ingantattun canje-canje yayin da aka gajarta lokacin jagorar MOSFETs.
Farashin na'urori masu hankali, na'urorin wutar lantarki da MOSFET masu ƙarancin ƙarfin wuta suna daidaitawa a hankali.Farashin kasuwa na sassan gama gari sun fara faɗuwa da daidaitawa.Silicon carbide semiconductor, wanda a baya ake buƙatar rarrabawa, ana samun sauƙin samuwa, don haka ana hasashen buƙatu don sauƙi a cikin Q12023.A gefe guda, farashin na'urorin wutar lantarki ya kasance mai girma.
Haɓaka sabbin kamfanonin motocin makamashi na duniya ya haifar da haɓakar buƙatar masu gyara (Schottky ESD) kuma wadatar ta kasance ƙasa kaɗan.Samar da ikon sarrafa ikon ICs kamar LDOs, AC/DC da DC/DC masu canzawa yana inganta.Lokutan jagora yanzu tsakanin makonni 18-20 ne, amma wadatar sassan da ke da alaƙa da kera motoci ya ci gaba da kasancewa a ciki.
2. Ta hanyar ci gaba da haɓakar farashin kayan, ana sa ran abubuwan da ba za a iya amfani da su ba don haɓaka farashin a Q2
Fabrairu 2, 2023 - Ana ba da rahoton kewayon isar da kayan aikin lantarki mai ƙarfi ta hanyar 2022, amma hauhawar farashin albarkatun ƙasa yana canza hoto.Farashin jan ƙarfe, nickel da aluminium yana haɓaka farashin masana'antar MLCCs, capacitors da inductor.
Nickel musamman shine babban kayan da ake amfani da shi wajen samar da MLCC, yayin da kuma ana amfani da karfe wajen sarrafa capacitor.Waɗannan sauye-sauyen farashin za su haifar da ƙarin farashi don samfuran da aka gama kuma suna iya haifar da ƙarin tasiri ta hanyar buƙatar MLCCs yayin da farashin waɗannan abubuwan haɗin zai ci gaba da haɓaka.
Bugu da kari, daga bangaren kasuwar samfurin, mafi munin lokaci na masana'antar abubuwan da ba za a iya amfani da su ba ya kare kuma ana sa ran masu siyar da kayayyaki za su ga alamun farfadowar kasuwa a cikin kwata na biyu na wannan shekara, tare da aikace-aikacen kera musamman samar da babban direban ci gaba don abubuwan haɓakawa. masu kawo kaya.
3. Ansys Semiconductor: Motoci, uwar garken MOSFETs har yanzu sun kare
Yawancin kamfanoni a cikin semiconductor da sarkar samar da kayan lantarki suna kiyaye ra'ayin ra'ayin mazan jiya game da yanayin kasuwa a cikin 2023, amma abubuwan da ke faruwa a cikin motocin lantarki (EVs), sabbin fasahohin makamashi, da lissafin girgije suna ci gaba da raguwa.Mai samar da kayan wutan lantarki Ansei Semiconductor (Nexperia) Mataimakin Shugaban Lin Yushu bincike ya nuna cewa, a zahiri, motoci, MOSFET na uwar garken har yanzu "ba a kasuwa".
Lin Yushu ya ce, ciki har da silicon based insulated gate bipolar transistor (SiIGBT), silicon carbide (SiC), abubuwan da suka shafi makamashi mai fa'ida, nau'i na uku na sassan semiconductor, za a yi amfani da su a cikin manyan wuraren girma, tare da tsarin siliki mai tsabta na baya. Hakanan, kula da fasahar da ake da ita ba za ta iya ci gaba da tafiyar da masana'antu ba, manyan masana'antun suna aiki sosai a cikin zuba jari.
Labaran Masana'antu na Asali: ST, Western Digital, SK Hynix
4. STMicroelectronics za ta zuba jarin dala biliyan 4 don fadada kayan wafer na inci 12
Jan. 30, 2023 - STMicroelectronics (ST) kwanan nan ya sanar da shirye-shiryen saka hannun jari kusan dala biliyan 4 a wannan shekara don faɗaɗa ƙirar wafer ɗin inci 12 tare da haɓaka ƙarfin masana'anta na silicon carbide.
A cikin 2023, kamfanin zai ci gaba da aiwatar da dabarunsa na farko na mai da hankali kan sassan kera motoci da masana'antu, in ji Jean-Marc Chery, shugaban da babban jami'in gudanarwa na STMicroelectronics.
Chery ya lura cewa kusan dala biliyan 4 a cikin manyan kashe kudi ana shirin shiryawa don 2023, da farko don fadada kayan wafer na inch 12 da haɓaka ƙarfin masana'anta na silicon carbide, gami da tsare-tsare na kayan aiki.Chery ya yi imanin cewa cikakken shekara ta 2023 kudaden shiga na kamfani zai kasance cikin kewayon dala biliyan 16.8 zuwa dala biliyan 17.8, tare da haɓakar kowace shekara a cikin kewayon kashi 4 zuwa 10 bisa ɗari, dangane da tsananin buƙatar abokin ciniki da haɓaka ƙarfin masana'antu.
5. Western Digital ta sanar da Zuba Jari na Dala Miliyan 900 don Shirya don Karɓar Kasuwancin Ƙwaƙwalwar Flash
Fabrairu 2, 2023 – Western Digital kwanan nan ta sanar da cewa za ta sami jarin dala miliyan 900 karkashin jagorancin Apollo Global Management, tare da Elliott Investment Management shi ma yana shiga.
A cewar majiyoyin masana'antu, saka hannun jari shine mafarin haɗin gwiwa tsakanin Western Digital da Armor Man.Ana sa ran kasuwancin rumbun kwamfutarka na Western Digital zai ci gaba da kasancewa mai zaman kansa bayan haɗakar, amma bayanai na iya canzawa.
Kamar yadda aka ruwaito a baya, bangarorin biyu sun kammala wani tsari mai fa'ida wanda zai ga Western Digital ta karkatar da kasuwancinta na ƙwaƙwalwar walƙiya tare da haɗaka da Mutumin Armored don kafa wani kamfani na Amurka.
Shugaban Western Digital David Goeckerer ya ce Apollo da Elliott za su taimaka wa Western Digital a mataki na gaba na kimanta dabarun sa.
6. SK Hynix ya sake tsara ƙungiyar CIS, yana kai hari ga samfuran ƙarshe
A ranar 31 ga Janairu, 2023, an bayar da rahoton cewa SK Hynix ya sake fasalin ƙungiyar firikwensin hoton CMOS (CIS) don ya karkata hankalinsa daga faɗaɗa rabon kasuwa zuwa haɓaka samfuran ƙarshe.
Sony shine babban mai kera abubuwan haɗin CIS a duniya, sai Samsung ya biyo baya.Mai da hankali kan babban ƙuduri da ayyuka da yawa, kamfanonin biyu tare suna sarrafa kashi 70 zuwa 80 na kasuwa, tare da Sony yana da kusan kashi 50 na kasuwa.SK Hynix yana da ƙananan ƙananan a wannan yanki kuma ya mayar da hankali kan ƙananan CIS tare da ƙuduri na 20 megapixels ko ƙasa da haka a baya.
Koyaya, kamfanin ya riga ya fara samar da Samsung tare da CIS ɗinsa a cikin 2021, gami da 13-megapixel CIS don wayoyin hannu na Samsung da kuma firikwensin megapixel 50 don jerin Galaxy A na bara.
Rahotanni sun nuna cewa ƙungiyar SK Hynix CIS ta yanzu ta ƙirƙiri wani yanki don mayar da hankali kan haɓaka takamaiman ayyuka da fasali don na'urori masu auna hoto.
Lokacin aikawa: Fabrairu-07-2023