Ngokusho kwe-Associated Press of Finance, "isidingo se-IGBT ezingeni lokucaciswa kwezimoto sidlule obekulindelekile kulo nyaka."Umuntu ongaphakathi kumkhiqizi wasekhaya we-IGBT utshele intatheli ngomzwelo.
Intatheli ye-Associated Press of Finance ifunde kubakhiqizi abaningi abahlobene ne-IGBT e-China ukuthi imigqa eminingi emisha ekhona yokukhiqiza yezinkampani eziningi isesikhathini sokukhuphuka kwamandla.Njengamanje, kunama-oda anele esandleni, futhi kunokusalela emuva okuvamile kwama-oda.Umthamo okhona awukakwazi ukuhlangabezana nesidingo semakethe sisonke.Zonke izinkampani embonini zikholelwa ukuthi nakuba bonke abakhiqizi bematasa bandisa umkhiqizo, kuzothatha okungenani izinyanga ezingu-24 ukuze iphrojekthi entsha yokwandisa ifakwe emkhiqizweni.Kusesekuseni kakhulu ukubikezela indawo yebhalansi yokuhlinzeka nesidingo, futhi ama-oda amasha alandelayo noma imakethe izokhuphuka.
Manje kunengcindezi enkulu yokuqinisekisa ukuhlinzekwa, futhi nama-oda amasha okunweba akhiywa kusenesikhathi
“Kusukela kulo nyaka, ukukhiqizwa nokudayiswa kwezimoto zikagesi kuyenyuka, futhi wonke umuntu (abakhiqizi bezimoto) udinga ukusebenzisa le nto (IGBT).”Umuntu ophuma emnyangweni wezokuphepha we-Times Electric (688187. SH) utshele i-Associated Press of Finance, “Umthamo wezimoto zikagesi kulo nyaka udlule obekulindelwe yinkampani, futhi abakhiqizi bakwamanye amazwe abakwazi ukuhlinzeka ngezimpahla eziningi kangaka.Njengamanje, kuyiwindi lesikhathi lapho isidingo sidlula umthamo wokukhiqiza. ”
Umuntu ophethe i-supply chain utshele intatheli, "Ukwengeza, ngokwesibonelo, ikhasimende lidinga ama-IGBT ayi-10000, kanti inkampani ingahlinzeka ngo-1000 kuphela, ngokwemvelo wonke umuntu uzoshaya phambili, ngoba lokhu kuzothinta ngqo umthamo wokukhiqiza wemoto yonke."Eqinisweni, abahlinzeki abaningi baye bafinyelela ukuvumelana ngokuthi igebe lokuhlinzeka nesidingo sama-IGBT ekucacisweni kwemoto lifinyelela ku-50%.Intatheli iqinisekise ngokuxhumana nezinkampani eziningi ezihlobene ukuthi umthamo okhona usudayisiwe.Lapho igeji yemoto ye-IGBT ishoda, ingcindezi yokulethwa iphezulu, futhi ama-oda asesandleni ahlelelwe ukuphela kwalo nyaka noma ngisho nonyaka ozayo.
Ngokwesifinyezo sohlolo sakamuva se-Time Electric, ama-oda amaningi atholwe ngamakhasimende muva nje.Ezinyangeni ezedlule, sivame ukuthola amakhasimende amaningi abalulekile.Ukuze singeze izinkulungwane zama-IGBT ngekwata, sixhumana nenkampani ngokugcwele.Njengamanje, i-IGBT e-China inendawo encane kakhulu, futhi ingcindezi yokulethwa kwayo yonke imboni izoba yinhle ngonyaka ozayo.
Abantu abavela emnyangweni wezokuphepha we-Hongwei Technology (688711. SH) bathi amandla omugqa omusha wokukhiqiza we-IGBT module, umshayeli oyinhloko wezimoto zamandla amasha, akhuphuka, amandla afinyelela amashumi ezinkulungwane zezingcezu ngenyanga.Ukugcwaliswa kwemininingwane yemoto esandleni kungahlala kuze kube sekupheleni konyaka.Inkampani manje ikhathazekile ngokuthi ukulethwa kungahlangabezana nezidingo zamakhasimende ngesikhathi esifanele.Ngokuphuma okulandelayo kwamandla okukhiqiza, kulindeleke ukuthi ingxenye yale mali engenayo yebhizinisi ikhule ngonyaka ozayo.
Umbiko wezezimali we-Stargate Semiconductors (603290. SH) ubonisa ukuthi engxenyeni yokuqala yonyaka, amamojula ayinhloko enkampani ye-IGBT aqhubeka nokukhishwa, asekela izimoto ezingaphezu kuka-500000 zamandla amasha.Kulindeleke ukuthi isibalo sezimoto ezesekayo siqhubeke sikhula engxenyeni yesibili yonyaka.Ekupheleni kwengxenye yokuqala yonyaka, izikweletu zenkontileka zase zikhuphuke cishe izikhathi ezine esikhathini esidlule.
Uchwepheshe wezobuchwepheshe ovela kumkhiqizi wezimoto ezansi nomfula uhlaziye intatheli futhi wathi i-IGBT yemininingwane yemoto ngokuyinhloko i-Infineon, ibalwa ngaphezu kuka-50%.Njengamanje, i-IGBT yasekhaya ingase ikhiqizwe kuphela i-Starr Semi conductor, i-BYD ne-Time Electric.Idatha ye-elekthronikhi ye-Fuman ibonisa ukuthi isikhathi sokuhola se-Q3 se-Infineon IGBT singamaviki angama-39-50.
Inqubekelaphambili yokwandisa abakhiqizi abahamba phambili baphesheya kwezilwandle iphansi kunalokho obekulindelwe, futhi isikhathi sokulethwa siyaqhubeka nokunwetshwa.Abakhiqizi bezimoto basekhaya kancane kancane bayamukela i-IGBT yasekhaya ngenxa yokuphepha kwe-supply chain, futhi banentshisekelo yokuhlakulela abakhiqizi be-IGBT basekhaya.U-2022 futhi kuzoba unyaka lapho isabelo sabakhiqizi be-IGBT basekhaya sizokhula kakhulu.
Laba bantu okukhulunywe ngabo ngenhla beHongwei Technology Securities Department bakholelwa ukuthi ziningi izizathu.Okokuqala, abakhiqizi bezimoto bathuthukise ukuqashelwa kwabo kwemikhiqizo yasekhaya (IGBT);Okwesibili, igebe phakathi kwemikhiqizo yasekhaya neyangaphandle liye lancipha ngemva kokuthuthukiswa kwezinga lobuchwepheshe basekhaya;Okwesithathu, imikhiqizo yasekhaya iyonga kakhulu;Okwesine, impendulo yokulethwa yayifike ngesikhathi.
Intengo yama-IGBT asekhaya ingase ikhuphuke kanye nemakethe, futhi indawo yebhalansi yokuhlinzeka kanye nesidingo ikude ngaphansi kwegagasi lokwanda kokukhiqiza.
NgoSepthemba kulo nyaka, umthamo wokudayisa wezimoto zabagibeli zamandla amasha ufinyelele ku-611000, irekhodi eliphakeme ngenyanga eyodwa.UGuotai Jun'an ulindele ukuthi ukuthengiswa kwasekhaya kwezimoto zamandla amasha kuzodlula izigidi eziyisi-6.5 ngo-2022. Ukuthuthukiswa kwezimoto ezinamandla ezintsha kuyaqhubeka nokudlula okulindelwe, okukhuthaza ukusetshenziswa kwe-IGBT ekucacisweni kwezimoto.Ngo-2021, isabelo semakethe sezimoto zamandla amasha ekusetshenzisweni komfula we-IGBT e-China kuzoba ngama-31%, kanti izindleko ze-IGBT zizobalelwa ku-7% - 10% wezindleko zemoto.
Ngaphansi kokungalingani kwamanje phakathi kokuhlinzekwa kanye nesidingo, abakhiqizi abakhulu basekhaya bandisa umkhiqizo wabo.Njengamanje, amandla eSigaba II se-Times Electric asondele kumthamo wokuklama wezingcezu eziyi-240000.Le nkampani ihlela ukutshala i-yuan eyizigidi eziyizinkulungwane ezingu-5.826 ekwakhiweni kwephrojekthi ye-Yixing, engakhuphula umthamo wokukhiqiza wezingcezu ezingu-360000 ze-8-inch medium and low voltage base module materials njalo ngonyaka ngemva kokufinyelela umthamo;I-Smurvey (600460. SH) ihlela ukwandisa ukukhiqizwa konyaka kwezingcezu ezingu-360000 zolayini wokukhiqiza ama-chip angu-12 inch, futhi yengeze izingcezu ezingu-120000 zama-chips amandla e-FS-IGBT ngonyaka ngemva kokufinyelela umthamo… Amabhizinisi amaningi ajoyina ukukhiqizwa kwe-IGBT.
Izovela nini indawo yokuphakelwa kanye nesidingo se-IGBT yemininingwane yemoto?Mayelana nalokhu, izinkampani eziningi ezisohlwini ezifanele zitshele izintatheli ukuthi kusukela esimweni samanje sokuhleleka kanye nenqubo yokwandisa ukukhiqizwa kwesikhathi esizayo, ukufika kwephuzu lebhalansi yokuhlinzeka nokufunwa kungase kube ngaphambi kwesikhathi.
Ngokusho kokuhlaziywa kwentatheli ngomnyango oshiwo ngenhla wezokuphepha we-macro kanye ne-micro technology, yonke imigqa emisha yokukhiqiza ye-IGBT idlule imijikelezo eqinile yokuqinisekiswa kwekhwalithi nokuhlola, futhi ayikwazi ukukhiqizwa ngemuva kokuba imishini isikhona.Nakuba isilinganiso sokunwetshwa okuhleliwe komkhakha sikhulu kakhulu, ukufinyelela umthamo wokukhiqiza kuwumgomo, okudinga inqubo ende yokukhuphuka, lapho ukulungiswa okuguquguqukayo kungenziwa khona, njengokulawulwa kwezimboni kanye nezinkambu ze-photovoltaic ezidinga ukusebenzisa i-IGBT.Okwamanje, ayikho indawo lapho ukunikezwa kuzodlula isidingo emakethe.
Abantu bakwaSlim Micro Securities baphinde batshela intatheli ukuthi ukunwetshwa kwe-wafer okungu-12 inch kuzothuthukisa umthamo wokukhiqiza we-wafer wenkampani, ongasetshenziswa ngokugcwele emikhiqizweni ye-IGBT kanye nokwabiwa kwangaphakathi.
Ngokubona kwabangaphakathi be-Times Electric, i-IGBT yezinga lokucaciswa kwezimoto nayo iyashoda kulo nyaka nangonyaka ozayo.Kusukela ngo-2024 kuya ku-2025, izinga lokushoda lingadamba kancane kancane.Amakhasimende amaningi manje afuna ukukhiya ama-oda ngqo ku-2025.
Ngokombono womjikelezo wokunwetshwa kwephrojekthi, isibonelo, isikhathi sokwakhiwa kweProjekthi ye-Shidai Electric Phase III cishe izinyanga ezingama-24, kanti isikhathi sokwakhiwa kwe-Shilan Micro Fixed Increase Project iminyaka emi-3.Ngalesi sikhathi, izophinde ibe nesikhathi sokunikeza izitifiketi kubakhiqizi abazansi nomfula kanye nesikhathi sokukhuphuka komthamo womugqa wokukhiqiza omusha kanye nesivuno.Akulula ukwephula umthamo we-IGBT.
Intatheli iphawule ukuthi i-Infineon, egxile kakhulu emakethe yokulinganisa izimoto ezisezingeni eliphezulu, yayimemezele ngaphambili ukwenyuka kwentengo, futhi imakethe ilindele ukuthi ingase ihlele ukukhulisa intengo yezingxenye zezimboni nezimoto engxenyeni yesine.Abangaphakathi ezinkampanini eziningi embonini okukhulunywe ngazo ngenhla bonke bathi uma intengo yemakethe iyonke ikhuphuka, kungenzeka ukulandela inkambiso yemakethe.Abanye abantu abaku-supply chain baphinde bathi ama-oda amasha azokwenyuka kancane.
Ngokombono wezinkampani ezidalule ukusebenza kwakamuva, inzuzo yonke ye-Times Electric ezingxenyeni ezintathu zokuqala zekota yenyuka ngo-30% unyaka nonyaka, izuza emalini engenayo yama-semiconductors kagesi afana ne-IGBT yamandla amasha;Ezingxenyeni ezintathu zokuqala zonyaka, ubuchwepheshe obukhulu nobuncane bukhuphuke ngo-31% (96% ku-Q3).
Isikhathi sokuthumela: Oct-21-2022