Izimfanelo Zomkhiqizo

Imikhawulo yamandla nokuvalwa kokukhiqiza!I-ST Microelectronics, i-Xilinx, nezinye izinkampani zikhipha izaziso zokwenyusa amanani

Kusukela ekuqaleni kukaSepthemba 2021, iSifundazwe saseJiangsu saqala ukwenza “ukulawula okuphindwe kabili ukusetshenziswa kwamandla”, kwalandelwa yiSifundazwe saseGuangdong ukuze kulandele imikhawulo kagesi futhi kwasakazekela eYunnan, Guangxi, Zhejiang nakwezinye izindawo ngokushesha.Lokhu kulandelwe amahlebezi okuthi ukukhiqizwa kwabakhiqizi abafana noTesla, Sunrise, neGlobal Wafer kuthinteke ngamazinga ahlukene.

Kuyaphawuleka ukuthi muva nje, i-STMicroelectronics, i-Xilinx, nabanye abakhiqizi bamemezele ukunyuka kwamanani okufika ku-30%.

Uyini umthelela wokunqanyulwa kwamandla?

Muva nje, i-inthanethi idalule isaziso esivela embonini ye-Sunbeam Kunshan esikhishwe ukuvalwa kukagesi.

Ngokwesaziso, imboni ye-Sunbeam Kunshan izovinjelwa kusukela ngo-8: 00 ngo-26 Septhemba kuya ku-24 ntambama zingama-30 Septhemba 2021. esebenza emshinini.

Ngokwalezi zindaba, iRayson Group ithe ngokuhambisana nenqubomgomo kahulumeni wendawo yokunqanda ugesi, ukuthunyelwa kusenesikhathi kuhlelwe futhi nomthelela emakhasimendeni nasembonini yakwaRayson's Kunshan izoba nomkhawulo.

I-Global Wafer, nayo ese-Kunshan, nayo yehlise umkhiqizo wayo okwesikhashana ngenxa yokubambisana nenqubomgomo ye-Suzhou yokunqanda ugesi, kanti imboni yaseKunshan kulindeleke ukuthi ivalwe kuze kube uSepthemba 30. Le nkampani izosebenzisana nezinye izitshalo kuleli Qembu ukuze ukunikeza ukwesekwa ukusiza ezindabeni zokukhiqiza nokulethwa.

Ngaphezu kwalokho, abakhiqizi abaningana eSuzhou, njenge-KYEC, Kunshan Nandina, Xinxing, AUO, ne-Kunshan Guangxing Electronics, nabo balungise ukukhiqizwa kwabo kwaba ngamazinga ahlukahlukene ngenxa yenqubomgomo yokukhawulelwa kwamandla, engabonakali ibe nomthelela omkhulu isikhathi sikhona.

Ngomhla zingama-27 kuSeptemba, i-ST STMicroelectronics yakhipha isaziso sayo sesithathu sokwenyuka kwentengo yonyaka.Le nkampani ithe ukushoda kwamanje ochungechungeni lokuhlinzekwa kwe-semiconductor kuyaqhubeka nokuba nomthelela omkhulu embonini, ngaphandle kwezimpawu zokululama kwesikhashana.Ngokukhuphuka kokutholakala kwezinye izinto ezibalulekile ochungechungeni lokuhlinzekwa kwempahla, kuhambisana nokutshalwa kwezimali okuqinile kwenkampani ekukhiqizeni, i-ST izonyusa amanani kuyo yonke imikhiqizo, kuhlanganisa nempahla ekhona, kwikota yokugcina (Q4) ka-2021.

Ibanga le-ST's MCU liyashoda futhi liyabiza emakethe.Ngemuva kwalokhu kunyuka kwentengo, ukushoda kwemikhiqizo ye-chip kungase kuphakame nakakhulu.

Ku-Xilinx, inkampani inyuse amanani awo wonke ama-oda amanje nawesikhathi esizayo, zonke izipesheli, nakho konke ukuthunyelwa ngo-November 1, 2021 nangemva kwalokho. Imikhiqizo ethintekile ngenxa yokwenyuka inyuka ngamaphesenti angu-10 kuyo yonke imindeni yakwa-VersalM;kanye nokwenyuka ngamaphesenti angama-20 kuyo yonke eminye imikhiqizo.

Ngo-September, I-ON Semiconductor yakhipha umzuliswano wesibili wezinhlamvu zokukhushulwa kwentengo ezibonisa ukwenyuka kwamanani emikhiqizo ethile, okuzoqala ekuqaleni kuka-Okthoba, futhi amanani amasha azosebenza kuma-oda amasha nama-oda akhona okusalela emuva.

Kusukela kulo nyaka, ama-IC, ama-IGBT, ama-IGBT, ama-Mosfet kanye neminye imikhiqizo ye-ON Semiconductor's power management , yandise izikhathi zokulethwa kulo lonke ibhodi, kuyilapho ama-diode, ama-transistors, ama-optocoupler, izinzwa ze-CMOS, neminye imikhiqizo nayo ihlangabezane nezinga elithile lokushoda, ngezikhathi zokulethwa. eminye yemikhiqizo yayo isivele ifinyelela amasonto angama-52.

Ukwenyuka kwentengo kwakamuva yi-MediaTek, ehlela ukunyusa amanani ezinye zezixazululo ze-chip yayo kusukela ngoNovemba 1, ikakhulukazi izixazululo ze-Wi-Fi ezihlanganisa uchungechunge lwe-MT7668 kanye ne-MT7663, kuze kufike ku-30%.

Ngaphezu kwalokho, abanye abakhiqizi abaningi banokulungiswa kwentengo kwamazinga ahlukahlukene.

I-Molex: Ukunyuka ngamaphesenti angaphezu kwangu-7 ngomhlaka-1 Okthoba.

I-Renesas: inyuke ngo-15% ngomhlaka-1 Okthoba.

I-Broadcom: inyuke ngo-20% kusukela ngo-Okthoba.

I-XANGSHUO: Ukunyuka ngo-20% kuwo wonke umugqa womkhiqizo kusukela ngoJanuwari wonyaka ozayo.

I-Xinghua: ukwanda okwengeziwe ngekota yesi-4.

I-Unitech: ukwenyuka kwamanani e-SoC cishe ngo-10-20%.

I-Chang Hwa Electric Material: ukwanda kwe-8% -25%.

I-Yushun Technology: umugqa ogcwele wemikhiqizo uzonyuswa kusukela ngoSepthemba 22