Sekureva kweTaiwan media Juheng.com, zvinoenderana nemamiriro azvino ekupa cheni,iyo power management chip(PMIC) yenguva yekubvisa masheya inogona kunge yakareba kupfuura yaitarisirwa, uye zvinotarisirwa kuti indasitiri ichapedza destocking muQ3 gore rinouya, uye kudiwa hakuna kusimba sezvaitarisirwa.
Padivi revatengi, iyo yazvino nhanho yezvigadzirwa zvepasi pasi senge mbozha nhare, maPC, uye zvemagetsi zvevatengi zvichiri kukwira, uye iyo chaiyo yekubvisa dematerialization yakaderera pane yaitarisirwa, uye mazuva ekuverenga evagadziri makuru masisitimu angangoita mazuva zana nemakumi matatu kusvika zana nemakumi mashanu. mazuva, ayo akanyanya kukwirira kupfuura avhareji yemazuva makumi masere kusvika kumazuva zana mumakore apfuura, uye zvinotarisirwa kuti pachava nemukana wekuona shanduko muchikamu chechipiri chegore rinouya.
Panyaya yekushandiswa kwemotokari, vamwe vatengesi vakaratidza kuti muPMIC, kunze kwemunda wemotokari, kugadziriswa kwezvinyorwa zvekutengesa kwemabhizimisi ose hazvizopedzi kusvikira chikamu chechipiri nechetatu che 2023. Vagadziri vemodule yemotokari vakati vamwemota chipsdzakatanga kuderedzwa munguva pfupi yapfuura, kusanganisira mutyairi ICs, PMICs uye mamwe maICs ekutonga.Nekudaro, huwandu hwekugadzira husati hwasvika padanho rekuti hunogona kunyatso zorora, uye kugutsikana kwehuwandu hwemotokari dzemagetsi zvikamu muna 2023 zvichangove makumi masere muzana.
Panyaya yemutengo, vamwe vagadziri vanomanikidzwawo neTexas Instruments.Muna Gumiguru, zvakashumwa kuti Texas Instruments ichaderedza mitengo yePMIC, uye hondo yemitengo mumusika wemagetsi ekugadzirisa chip (PMIC) yave kuda kubuda.Texas Instruments ine runyerekupe rwekuti yatora nzira inochinja-chinja yemitengo yePMIC sezvo hunyanzvi hutsva hunoburitswa uye zvinoda tarisiro shoma.
Zvinoenderana nevekugovera cheni masosi, Texas Instruments ichapa zvidzikisiro zvingangoita 8% kusvika 15% zvichienderana nechigadzirwa uye huwandu.
Mushure mekuburitswa kweTexas Instruments '12-inch kugadzirwa kwesimba, mutengo we12-inch wakaderera ne35% -40% pane uya wemainji masere, ichipa nzvimbo yakawanda muhurongwa hwemitengo, uye vatengi vanozoda kudzokera zvigadzirwa zvayo, kunyanya motokari uye maindasitiri vatengi.
Vamwe vemukati vakati kusvika kweTexas Instruments 'inoshanduka yemitengo nzira yakakurumidza kupfuura yaitarisirwa, uye kudzikiswa kwemitengo kwakatopfuura zvanga zvichitarisirwa, uye vamwe vagadziri muindasitiri vanogona kutevera nekudzikiswa kwemitengo, kana kutopfuura kuchengetedza chikamu chemusika, vachinetsekana. kuti hondo yemutengo muhafu yekutanga yegore rinouya inogona kunge yakanyanya.
Panguva imwecheteyo, vatengi vanogadzira PMIC vari kuda kuti mitengo yePMIC idzoke kune pre-denda mazinga, 20% -30% yakaderera pane yazvino nhanho, uye yakaderera-kudzvanywa PMIC mitengo inotarisirwa kudzikira.
Sachigaro wesimba manejimendi chipmugadziri Silicon Lijie akataura kuti mutengi wekugadzirisa dhizaini yakawedzerwa kusvika kuhafu yekutanga yegore rinouya pane yaitarisirwa pakutanga.Parizvino, maodha mazhinji akamiswa, kuwedzera kune zvisina kusimba zvigadzirwa zvevatengi, zvigadzirwa zvekudzora maindasitiri zvakaramba zvichidzokororwa pasi, chete kudiwa kwemotokari nyowani kwakasimba, uye zvinotarisirwa kuti chikamu chechina uye chikamu chekutanga cheinotevera. gore richange riri muchikamu chekugadzirisa danho.
Nguva yekutumira: Jan-05-2023