Unikezelo lwezixhobo ze-elektroniki zemigaqo yesithuthiDrive Automotive Innovation Forward

Inkcazelo emfutshane:

I-MCU ehambelana nemoto

Phakathi kwezixhobo ezininzi, ukwahluka kwemarike ye-MCU kubaluleke kakhulu.Kwisiqingatha sokuqala sonyaka, amaxabiso e-MTU enjongo jikelele ye-ST athathe ukuntywila okukhulu, ngelixa ii-brand ezifana ne-NXP kunye ne-Renesas kuvakala ukuba ziye zahlukana phakathi kwabathengi kunye nezixhobo zemoto.Iingxelo zamva nje zibonisa ukuba i-NXP kunye nabanye abathengi abakhulu beemoto abavelisi bayakhawuleza ukuzaliswa, nto leyo ebonisa ukuba imfuno ye-MCUs yeemoto isephezulu kakhulu.


Iinkcukacha zeMveliso

Iithegi zeMveliso

Ukusuka kwimarike

Ukususela kumbono wemarike, i-ST, i-NXP, i-Infineon kunye nabanye abavelisi abakhulu abazange bakhululwe ekunikezelweni kwezinto eziphathekayo, ixesha lokuhambisa ukugcina ngaphezu kweeveki ze-40 okanye kwiiveki ze-52, ixabiso liphezulu.Lo ngummeli we-ST's F429, F427 series, kunye ne-Infineon's SAK series kunye nezinye iimveliso.

Ngenxa yesidingo esingagungqiyo sezixhobo zodidi lwemoto, i-ST, i-NXP kunye nezinye ii-majors zebakala lemoto zigcine ingeniso egqwesileyo kunye nokusebenza kwengeniso kwikota yesibini, kwaye zenze ulindelo olunethemba kwikota yesithathu.Ngokwahlukileyo, abavelisi bezixhobo zoqobo zabathengi kunye nabavelisi bememori, ikota yesithathu kunzima ukujonga umbono.

Ngokukhuthazwa okuqhubekayo kobukrelekrele bemoto, amandla amatsha, i-MCU yemoto ngokucacileyo lithuba lexesha elide, kwaye ekunciphiseni kombane wabathengi, i-MCU yeemoto iye yaba ngumkhombandlela wabavelisi basekhaya "impumelelo".Nangona kunjalo, xa kuthelekiswa neemveliso zabathengi, ii-MCU zeemoto zibeka imingeni kubavelisi basekhaya ngokweendleko ze-R&D, isiqinisekiso semigangatho, kunye nokusekwa kwendalo, ngoko ke kunzima kakhulu ukwandisa unikezelo lwentengiso yeemoto ze-MCU ngexesha elifutshane, kunye nabavelisi abakhulu. isaza kulawula i-ecology yesangqa semoto.

Ii-semiconductors zamandla emoto

Izithuthi zamandla amatsha kunye nezithuthi ezixubileyo zithatha indawo yesabelo semarike yezithuthi zamafutha kwizinga elikhulu, okwenza ukusetyenziswa kwe-semiconductors yamandla kukhule ngokukhawuleza.Njengakwi-MCU, ii-semiconductors zamandla aphezulu zikwagxininiswe kwinani elincinci labavelisi abakhulu.Imfuno yemoto iyenyuka, kodwa unikezelo lwee-semiconductors zamandla kube yingxaki.Kunyaka ophelileyo, ubhubhane kunye nezikhukhula e-Southeast Asia, ezichaphazela i-Infineon yendawo, i-NXP, i-ON Semiconductor kunye ne-ST yemveliso yefektri kunye ne-logistics, ukwandisa i-gap phakathi kokubonelela kunye nemfuno.

Umthamo wemizi-mveliso omkhulu uhlala ubuyela umva, okukhokelela kunikezelo lwe-semiconductor yamandla kunye nesithuba semfuno yokugcina, kunye nokuhanjiswa kunye nokunyuka kwamaxabiso.Kubonakala ngathi i-semiconductor yamandla e-automotive iphantse ibe "izinto ezimfutshane" zangoku, ukubonelela kunokuqhubeka nokudlula imfuno kude kube ngunyaka ozayo.

Ulandelelwano lwePassive Components

Kwangoko malunga nowama-2018, i-TDK kunye nezinye iifektri zaseJapan ziya kugxila kwingeniso ephezulu yeemveliso zeemoto, isenza amaza okuthengisa anezinto ezingazange zibonwe ngaphambili.Ngoku umjikelo ujikile, kunye nenani elikhulu leemfuno ze-IC azisekho, inqanaba le-inventory ye-class passive components sele lifikelele ngaphezu kweentsuku ze-90, kwaye kulindeleke ukuba lilandelwe ukuhla kwexabiso le-3% -6%.Ngokusekwe kwiimveliso ngokubanzi zikholisa ukwenza buthathaka imeko yentengiso, iifektri zaseTaiwan ezifana neNgcaciso yeSizwe yaqala ukunyusa kabukhali umlinganiselo wemveliso yeemoto enengeniso eyingeniso.

Kwiimveliso zombane, iisekethe ezidityanisiweyo kunye namacandelo asebenzayo ayinxalenye yezicelo ezincedisayo, i-elektroniki yabathengi kubanda, ngokuqinisekileyo iya kukhokelela kumthengi we-MCU, i-PMIC kunye namacandelo aqhelekileyo asebenzayo ngokuwa kwemfuno, ngelixa imfuno yeemoto isenamandla, kumxholo weemoto. I-MCU kunye nokunqongophala kwe-semiconductor yamandla aphezulu kunye nokunyuka kwamaxabiso, amacandelo aphakamileyo aphezulu kunye nokunyuka okufanayo kulindeleke.

Itshiphu yonxibelelwano lwenethiwekhi

Kutshanje, iBroadcom kulindeleke ukuba inyuse ixabiso leetshiphusi zonxibelelwano lwenethiwekhi nge-6% -8% ukusuka kulo nyaka uzayo, ukonyuka kwexabiso ngokuchasene nomkhwa wokuhamba kubonisa imarike yonxibelelwano lwenethiwekhi kunye nemarike yeemoto njengoko imfuno idlula unikezelo.Ngesizathu sokunyuka kwexabiso, i-Broadcom yathi ngenxa yokuba amazwe akhuthaza ukwakhiwa kweeprojekthi ze-5G, i-5G kunye ne-Wi-Fi 6 imfuno yomelele, ii-chips zonxibelelwano zenethiwekhi zinqongophele, ngoko ke zagqiba ekubeni zinyuse amaxabiso.

Ekuphakameni kokunqongophala kwe-core tide, imarike ye-chips zonxibelelwano lwenethiwekhi kune-MCU, i-PMIC kunye nezinye izinto eziguquguqukayo zincinci, kodwa ngenxa yokunqongophala kwe-core tide, imarike yeechips zonxibelelwano lwenethiwekhi "iyaxhathisa", ngoko ke. ukuba iBroadcom kunye nezinye iifektri zisenamandla okunyusa amaxabiso.Ngokufana nezixhobo zemoto, unxibelelwano lwe-Wi-Fi 6 kunye ne-5G luya kudala i-wave yamathuba exesha elide, ekuthandeni imfuno eqinile yeetshiphusi zeNetcom ukugcina ukunyuka okuthe gqolo.

Ukuqukumbela: unikezelo kunye nemfuno yokubuyisela umva, kufuneka uhlengahlengiso ngexesha elifanelekileyo

Consumer electronics kubanda, okubangela ukuba inani leentlobo zediphu amacandelo emarike, uhlengahlengiso kushishino lwemvumelwano inventory langoku ukugcina ezimbini ukuya kwiikota ezintathu, kunokubonwa ukuba uguqulo semiconductor kumjikelo ivuliwe, uninzi abasasazi, terminal. Iingcamango zokugcina ngokuqinisekileyo ziya kwahluka kukungabikho kwexesha eliphambili.

Kodwa kwiimeko zentengiso jikelele, iimoto, i-netcom kunye nezinye izicelo ngenxa yezabelo zexesha elide leshishini, izixhobo ezinxulumeneyo zisagcinwa ngokunqongophala.Ngokucacileyo, iinkampani ezininzi ze-chip eziphulukene nokusebenza ngenxa yokuhla kwe-elektroniki yabathengi ziya kuguqukela kwizinto zemoto zokukhula, kubahambisi, uhlengahlengiso olusexesheni lwesicwangciso sokugcina impahla luyimfuneko, indlela yokubetha ulungelelwaniso phakathi kokutshintsha komjikelo wemarike ye-semiconductor kunye nekhonkco leshishini elide. amathuba exesha aya kubaluleka kakhulu.


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