Ngokusho kwezindaba zaseTaiwan i-Juheng.com, ngokwemibandela yakamuva ye-supply chain,i-chip yokuphatha amandla(PMIC) isikhathi sokuqothuka kwempahla singase sibe side kunalokho obekulindelwe, futhi kulindeleke ukuthi imboni izoqedela ukukhishwa kwempahla ku-Q3 ngonyaka ozayo, futhi isidingo asinamandla njengoba kulindelekile.
Ngasohlangothini lwabathengi, izinga lamanje lempahla yemikhiqizo ephansi efana nomakhalekhukhwini, ama-PC, nezinto zikagesi zabathengi lisephezulu, futhi isivinini sangempela sokuchithwa kwenyama siphansi kunalokho obekulindelwe, futhi izinsuku zokusungula zabakhiqizi abakhulu besistimu cishe ziyizinsuku eziyi-130 ukuya ku-150. izinsuku, eziphakeme kakhulu kunezinga elijwayelekile lezinsuku ezingama-80 kuya ezinsukwini eziyi-100 eminyakeni edlule, futhi kulindeleke ukuthi kube nethuba lokubona uguquko engxenyeni yesibili yonyaka ozayo.
Mayelana nezicelo zezimoto, abanye abahlinzeki baveze ukuthi ku-PMIC, ngaphandle kwenkundla yezimoto, ukulungiswa kwe-inventory yalo lonke uchungechunge lokuhlinzekwa kwemboni ngeke kuqedwe kuze kube yikota yesibili neyesithathu ka-2023. Abakhiqizi bemojula yezimoto bathi abanyeama-chips ezimotoziqale ukuncishiswa muva nje, okuhlanganisa ama-IC abashayeli, ama-PMIC kanye nama-IC okulawula athile.Kodwa-ke, umthamo wokukhiqiza awukafiki esigabeni lapho ungakhululeka khona ngokuphelele, futhi izinga lokwaneliseka kokuhlinzekwa kwezingxenye ze-elekthronikhi zezimoto ngo-2023 lizoba cishe ngama-80%.
Ngokwentengo, abanye abakhiqizi baphinde baphoqwe yiTexas Instruments.Ngo-Okthoba, kwabikwa ukuthi i-Texas Instruments izokwehlisa amanani entengo ye-PMIC, futhi impi yentengo emakethe ye-power management chip (PMIC) isizogqashuka.I-Texas Instruments kunamahemuhemu okuthi yamukele isu lentengo elivumelana nezimo le-PMIC njengoba umthamo omusha ukhishwa futhi okulindelwe kufunwa kufiphele.
Ngokwemithombo ye-supply chain, i-Texas Instruments izonikeza izaphulelo ezingaba ngu-8% kuya ku-15% kuye ngomkhiqizo nenani.
Ngemuva kokukhishwa komthamo wokukhiqiza we-Texas Instruments '12-intshi, izindleko ze-intshi ezingu-12 ziphansi ngo-35% -40% kunalezo ezingamayintshi angu-8, okuhlinzeka ngendawo eyengeziwe kuqhinga lentengo, futhi amakhasimende azozimisela kakhulu ukubuyela imikhiqizo yayo, ikakhulukazi amakhasimende ezimoto nezimboni.
Abanye abangaphakathi bathe ukufika kwecebo lentengo le-Texas Instruments eliguquguqukayo kusengaphambi kwalokho obekulindelwe, futhi nokwehliswa kwentengo kungaphezu kwalokho obekulindelwe, futhi abanye abakhiqizi embonini bangase balandele ukwehliswa kwentengo, noma ngisho nangaphezulu ukuze balondoloze isabelo semakethe, bekhathazekile. ukuthi impi yamanani engxenyeni yokuqala yonyaka ozayo ingase ibe namandla kakhulu.
Ngasikhathi sinye, amakhasimende abakhiqizi be-PMIC afuna ukuthi amanani e-PMIC abuyele kumazinga angaphambi kobhubhane, aphansi ngo-20% -30% kuneleveli yamanje, futhi amanani entengo ephansi ye-PMIC kulindeleke ukuthi ehle.
Usihlalo wei-chip yokuphatha amandlaumkhiqizi uSilicon Lijie uthe umjikelezo wokulungisa uhlu lwamakhasimende welulelwe engxenyeni yokuqala yonyaka ozayo kunalokho obekulindelwe ekuqaleni.Njengamanje, ama-oda amaningi ahlehlisiwe, ngaphezu kwemikhiqizo yabathengi ebuthakathaka, imikhiqizo yokulawula izimboni nayo iqhubekile nokubuyekezwa phansi, kuphela isidingo sezimoto ezintsha zamandla sinamandla, futhi kulindeleke ukuthi ikota yesine kanye nekota yokuqala elandelayo. unyaka uzobe usesigabeni sokulungisa i-inventory.
Isikhathi sokuthumela: Jan-05-2023