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Kubata zvinhu, kuwedzera kwemutengo, uye maodha akarongerwa hafu yekutanga yegore rinouya! 8-inch wafer foundry chinzvimbo chizere

Kubata zvinhu, kuwedzera kwemutengo, uye maodha akarongerwa hafu yekutanga yegore rinouya! 8-inch wafer foundry chinzvimbo chizere

Nekuda kwekukurumidza kukura kwechikumbiro kudiwa kwemufananidzo sensor CIS, simba manejimendi chip PMIC, chigunwe cheminwe chiziviso chip, Bluetooth chip, yakakosha memory chip, nezvimwewo, odha dze 8-inch wafers inopisa.

Sekureva kweSecurities Times, nekuvhurwa zvishoma nezvishoma kwe5G nharembozha, kudiwa kwekutangwa kwezvakakosha chip zvikamu zvinoramba zvichivira. Makambani ekutanga senge TSMC, Samsung, GF, UMC, uye SMIC vane huwandu hwakazara uye vava musika wemutengesi.

Samsung iri kufunga nezvekudyara kwekushandisa kweiyo 8-inch kugadzirwa mutsara, kubva pamanyorerwo ekufambisa kuenda kumuchina wekufambisa, uye inotarisirwa kushandisa inopfuura mabhiriyoni zana emadhora ekuAmerica.

Sekureva kweSecurities Times mushumo, nekuda kwekushomeka kwenzvimbo dzekugadzira zvigadzirwa, vamwe IC vagadziri vezvigadzirwa vakaratidza kuti vakwidza mutengo wemafirimu matsva munguva pfupi iri kutevera uye vakazivisa vatengi kuti vawedzere mitengo yezvivakwa mukota yechina yeiyi gore uye rinotevera gore.

Sekureva kwehuwandu hweMuvambi Dziviriro, kubva munaGunyana, iyo 8-inch wafer foundry kugona kwave kwakasimba, uye nguva yekutakurwa kwenzvimbo yakaramba ichiwedzerwa kumwedzi mitatu kana kunyangwe inopfuura hafu yegore. Zvinotarisirwa kuti mutengo wekutanga wemirairo mitsva muchina yechina ichawedzerwa. Ichakwira ne10%.

Sekureva kwenzvimbo dzeindasitiri, Shenzhen De Ruipu akatungamira mukupa chiziviso chekuwedzera kwemutengo wechigadzirwa musi waGunyana 18, achizivisa kuti kambani yakafunga kugadzirisa mitengo yezvigadzirwa zvinoenderana kubva muna Gumiguru 1, 2020. Yayo 8205 ichave inoenderana nemutengo wepakutanga. . Wedzera ne0.02 yuan.

Mumwe anogadzira MOS chubhu, Shenzhen Jinyu Semiconductor, akatumirawo tsamba yekudyidzana kune vatengi kuti mitengo iwedzere. Kubva muna Gumiguru 1, 2020, mutengo weMOS chubhu uye IC akateedzana zvigadzirwa zvichagadziriswa zvinoenderana ne20% -30%.

Vamwe vaongorori vakati izvo zvazvino zvinoda-padivi kutyaira chinhu kune yazvino masendimita masendimita emagetsi ekugadzira kugona ndiko kuwedzera kuri kuramba kuchidikanwa kwezvipenga zveanalogog nemidziyo yemagetsi, nepo kukura kwehuwandu hwezvipenga kuchisara neshure kwekukura kwekudiwa, izvo zvinoita kuti vagadziri vakuru shingairira kuendesa hwaro.

Industrial Securities yakati kushomeka kwazvino kwemachipisi kunonyanya kukonzerwa nekusagadzikana kwekutengeswa. Mamwe mafoni mbozhanhare akawedzera kutenga chip mumwedzi mitatu yadarika kuti ave nechokwadi chekuchengetedzwa kweketeni. Nekuda kweizvozvo, indasitiri yazvino hesera iri padanho rakaderera kwazvo.

Panguva imwecheteyo, Xiaomi, OPPO uye mamwe mabhureki ari kutarisira shanduko huru mugove mbozhanhare mbozha gore rinouya. Ivo vane tarisiro yekuwedzera kwekugovana gore rinouya. Ivo zvakare vanowedzera chinangwa chestock. Izvo hazvisi kutongerwa kunze kuti kune akawandisa mamiriro. Naizvozvo, Maindasitiri Dziviriro anotarisira kuti kushomeka kuchaenderera kusvika hafu yekutanga yegore rinouya. .


Post nguva: Zvita-21-2020