Kupihwa kwezvinhu zvemagetsi zvemitemo yemotokariDrive Automotive Innovation Forward
Kubva pamusika wekuona, ST, NXP, Infineon nevamwe vagadziri vakuru havana kusunungurwa kubva pakupa zvinhu, nguva yekuendesa kuchengetedza kupfuura mavhiki e40 kana kunyange mavhiki makumi mashanu nemaviri, mutengo wacho wakakwirirawo.Uyu mumiririri we ST's F429, F427 series, pamwe neInfineon's SAK series nezvimwe zvigadzirwa.
Nekuda kwekusamira kudiwa kwezvinhu zvemotokari-giredhi, ST, NXP uye mamwe emotokari-giredhi majors akachengetedza mari yakanaka uye kuita purofiti mukota yechipiri, uye vakaita tarisiro ine tariro yekota yechitatu.Kusiyana neizvi, mutengi wepakutanga midziyo vagadziri uye vagadziri vendangariro, kota yechitatu yakaoma kuona tarisiro.
Nekuenderera mberi kwekusimudzirwa kwehungwaru hwemotokari, simba idzva, mota MCU zviri pachena mukana wenguva refu, uye mukuderera kwemagetsi evatengi, mota MCU yavewo kutungamira kwevagadziri venzvimbo "kubudirira".Nekudaro, zvichienzaniswa nezvigadzirwa zvevatengi, mota dzeMCUs dzinounza matambudziko kune vagadziri venzvimbo maererano nemitengo yeR&D, zviyero zvitupa, uye kugadzwa kwezvakatipoteredza, saka zvinonetsa kuwedzera zvakanyanya musika wekupihwa kwemotokari dzeMCU munguva pfupi, uye vagadziri vakakura. icharamba ichitonga ecology yedenderedzwa remotokari.
Motokari dzemagetsi matsva uye mota dzakasanganiswa dzinotsiva chikamu chemusika chemotokari dzemafuta pamwero mukuru, zvichiita kuti kushandiswa kwemagetsi semiconductors akure nekukurumidza.Sezvakaita MCU, epamusoro-giredhi simba semiconductors zvakare akaiswa mumaoko evashoma nhamba yevagadziri vakakura.Kudiwa kwemotokari kuri kuwedzera, asi kupihwa kwemagetsi semiconductors rave dambudziko.Gore rapfuura, denda nemafashama muSoutheast Asia, achikanganisa iyo yemuno Infineon, NXP, ON Semiconductor uye ST fekitori kuburitsa uye zvinhu, zvichiwedzera musiyano pakati pekupa uye kudiwa.
Huru hwefekitori huwandu hunowanzo dzosera kumashure, zvichikonzera simba semiconductor kupa uye kudiwa gap kuchengetedza, uyezve kuunza uye mitengo inokwira.Zvinoita sekuti mota yemagetsi semiconductor inenge yazvino "short material" yeakanyanya, kupihwa kunogona kuramba kuchidarika kudiwa kusvika gore rinouya.
Kubva muna 2018, TDK nemamwe mafekitori eJapan anozotarisa kune yakakwira purofiti yezvigadzirwa zvemotokari, ichigadzira musika wemusika usina kumboitika.Ikozvino kutenderera kwashanduka, nenhamba huru yeIC kudiwa haipo, iyo inventory level ye general class passive components yasvikawo mazuva anopfuura makumi mapfumbamwe, uye inotarisirwa kuteverwa nekuderedzwa kwemutengo kwe3% -6%.Zvichienderana nezvigadzirwa zvakajairika zvinonetesa mamiriro emusika, mafekitori eTaiwan akadai seNational Giant akatanga kuwedzera zvakanyanya chikamu chepamusoro purofiti yezvigadzirwa zvemotokari.
Muzvigadzirwa zvemagetsi, maseketi akasanganiswa uye zvinhu zvinongoitika ndezvezvekuwedzera, zvemagetsi zvevatengi mukutonhora, zvinozotungamira kune mutengi MCU, PMIC uye general passive zvikamu nekudonha kwekuda, nepo mota yekuda ichiri yakasimba, mumamiriro emotokari. MCU uye yakakwira-giredhi simba semiconductor kushomeka uye kuwedzera kwemutengo, yakakwirira-giredhi passive zvikamu zvine kukwira kwakafanana kunotarisirwa zvakare.
Munguva pfupi yapfuura, Broadcom inotarisirwa kuwedzera mutengo wetiweki kutaurirana machipisi ne6% -8% kubva gore rinouya, kuwedzera kwemutengo kunopesana nemaitiro ekufambisa kunoratidza musika wekutaurirana netiweki zvakare nemusika wemotokari sezvo kudiwa kuchipfuura kupihwa.Nechikonzero chekukwira kwemutengo, Broadcom yakati nekuda kwekuti nyika dzekusimudzira kuvakwa kwe5G mapurojekiti, 5G uye Wi-Fi 6 kudiwa kwakasimba, network yekutaurirana machipisi ari kushomeka, uye saka yakasarudza kuwedzera mitengo.
Pakukwira kwekushaikwa kweiyo core tide, musika wetiweki yekutaurirana machipisi kupfuura MCU, PMIC uye zvimwe zvinhu zvinoshanduka zvishoma, asi mukushaikwa kweiyo core tide kudzikira, musika wetiweki kutaurirana machipisi unowedzera "resistant", saka. kuti Broadcom nemamwe mafekitori achine mukana wekuwedzera mitengo.Zvakafanana nemidziyo yemotokari, Wi-Fi 6 uye 5G kutaurirana kuchagadzirawo mafungu emikana yenguva refu, mukufarira kudiwa kwakasimba kweNetcom chips kuchengetedza kusimuka kwakasimba.
Mhedziso: kupa uye kudiwa kudzoserwa, inoda kugadzirisa munguva yakafanira
Mutengi zvemagetsi mukutonhora, zvichikonzera huwandu hwemhando dzezvikamu zvemusika dip, ikozvino indasitiri inobvumirana inventory kugadzirisa kusvika kuchengetedza maviri kusvika matatu makota, zvinogona kuonekwa kuti semiconductor indasitiri cycle kutendeuka yakavhurwa, ruzhinji rwevagovera, terminal. Kuchengeta pfungwa zvechokwadi kuve kwakasiyana nekushaikwa kweiyo core tide period.
Asi mumamiriro emusika wakajairwa, mota, netcom uye zvimwe zvikumbiro nekuda kweiyo indasitiri chain migove yenguva refu, zvinhu zvine hukama zvichiri kuchengetedzwa mupfupi.Zviripachena, mazhinji makambani echi chip akarasikirwa nekuita nekuda kwekudzikira kwemagetsi evatengi anozotendeukira kumidziyo yemotokari kuti ikure, kune vanogovera, kugadziridzwa nenguva kweiyo stocking zano kunodiwa zvakare, maitiro ekurova chiyero pakati peiyo semiconductor musika kutenderera shanduko uye indasitiri ketani refu. mikana yenguva ichave yakakosha zvikuru.
