Ngokutsho kwe-Associated Press yezeMali, "imfuno ye-IGBT kwinqanaba lokucaciswa kwesithuthi ngaphaya kwento ebilindelwe kulo nyaka."Umntu ongaphakathi kumenzi we-IGBT wasekhaya wathi kwintatheli ngeemvakalelo.
Intatheli ye-Associated Press yeZimali ifunde kubavelisi abaninzi abanxulumene ne-IGBT e-China ukuba uninzi lweendlela ezintsha zemveliso ezikhoyo kwiinkampani ezininzi zikwixesha lokunyuka kwamandla.Okwangoku, kukho iiodolo ezaneleyo esandleni, kwaye kukho ukusilela ngokubanzi kwee-odolo.Umthamo okhoyo awukakwazi ukuhlangabezana nemfuno yemarike iyonke.Zonke iinkampani kushishino zikholelwa ukuba nangona bonke abavelisi bexakekile besandisa imveliso, kuyakuthatha ubuncinci iinyanga ezingama-24 ukuba iprojekthi entsha yokwandisa ifakwe kwimveliso.Kuselithuba kakhulu ukuqikelela unikezelo kunye nebango ibhalansi indawo, kunye neeodolo ezintsha ezilandelayo okanye imakethi ziya kuvuka.
Ngoku kukho uxinzelelo olukhulu lokuqinisekisa unikezelo, kwaye iiodolo ezintsha zokwandisa zitshixiwe kwangethuba
Ukusukela kulo nyaka, ukuveliswa kunye nokuthengiswa kwezithuthi zombane kuye kwanyuka, kwaye wonke umntu (abavelisi bezithuthi) kufuneka asebenzise le nto (IGBT)."Umntu osuka kwisebe lezokhuseleko le-Times Electric (688187. SH) uxelele i-Associated Press of Finance, “Umthamo wezithuthi zombane kulo nyaka ugqithile koko bekulindelwe yinkampani, kwaye abavelisi bamanye amazwe abanako ukubonelela ngezinto ezininzi kangaka.Okwangoku, lixesha apho imfuno idlula umthamo wemveliso. ”
Umntu obonelela ngenkonzo uxelele intatheli, "Ukubaxa, umzekelo, umthengi ufuna ii-IGBTs ezili-10000, ngelixa inkampani inokubonelela nge-1000 kuphela, ngokwendalo wonke umntu uya kukubetha ukukhokela, kuba oku kuya kuchaphazela ngokuthe ngqo umthamo wesithuthi siphela."Enyanisweni, abaninzi ababoneleli baye bafikelela kwimvumelwano yokuba i-gap yokubonelela kunye nemfuno ye-IGBTs kwinkcazo yesithuthi ifikelela kwi-50%.Intatheli iqinisekisile kunxibelelwano kunye neenkampani ezininzi ezinxulumene noko ukuba umthamo okhoyo uthengisiwe.Xa i-gauge ye-IGBT yesithuthi inqabile, uxinzelelo lokuhanjiswa luphezulu, kwaye imiyalelo esesandleni icwangciswe ekupheleni kwalo nyaka okanye nangonyaka ozayo.
Ngokwesishwankathelo sophando lwamva nje lweXesha loMbane, iiodolo ezininzi zifunyenwe ngabathengi kutshanje.Kwiinyanga zamva nje, siye safumana abathengi abaninzi ababalulekileyo.Ukuze songeze amawaka ee-IGBT kwikota, sinxibelelana ngenkuthalo nenkampani.Okwangoku, i-IGBT e-China incinci kakhulu, kwaye uxinzelelo lokuhanjiswa kweshishini lonke luya kuba lukhulu kunyaka ozayo.
Abantu abavela kwisebe lezokhuseleko le-Hongwei Technology (688711. SH) bathi amandla omgca omtsha wokuvelisa imodyuli ye-IGBT, umqhubi oyintloko wezithuthi zamandla amatsha, ukunyuka, kunye nomthamo ofikelela kumashumi amawaka eeqhekeza ngenyanga.Ukuzaliswa kweenkcukacha zesithuthi esandleni kunokuhlala kude kube sekupheleni konyaka.Inkampani ngoku ixhalabile malunga nokuba ukuhanjiswa kunokufikelela kwiimfuno zabathengi ngexesha elifanelekileyo.Ngokukhululwa okulandelayo kwamandla okuvelisa, kulindeleke ukuba inxalenye yale ngeniso yeshishini iya kwanda kunyaka ozayo.
Ingxelo yezemali ye-Stargate Semiconductors (603290. SH) ibonisa ukuba kwisiqingatha sokuqala sonyaka, iimodyuli eziphambili ze-IGBT zomqhubi wenkampani zaqhubeka zikhutshwa, zixhasa ngaphezu kwe-500000 izithuthi zamandla amatsha.Kulindeleke ukuba inani lezithuthi ezixhasayo liqhubeke nokunyuka kwisiqingatha sesibini sonyaka.Ekupheleni kwesiqingatha sokuqala sonyaka, amatyala ekontraka aye anda phantse amaxesha amane kwixesha elidlulileyo.
Ingcali yezobugcisa evela kumvelisi wemoto esezantsi yahlalutya intatheli kwaye yathi i-IGBT yenkcazo yesithuthi ikakhulu i-Infineon, ibalwa ngaphezu kwe-50%.Okwangoku, i-IGBT yasekhaya inokuveliswa kuphela ngobunzima be-Starr Semi conductor, i-BYD kunye ne-Time Electric.Idatha ye-elektroniki ye-Fuman ibonisa ukuba ixesha elihamba phambili le-Q3 le-Infineon IGBT yi-39-50 iiveki.
Inkqubela phambili yokwandiswa kwabavelisi abahamba phambili ngaphandle kolwandle iphantsi kunokuba kulindelwe, kwaye ixesha lokuhambisa liyaqhubeka nokwandisa.Abavelisi beemoto zasekhaya bamkela ngokuthe ngcembe IGBT yasekhaya ngenxa yokhuseleko lwekhonkco lokubonelela, kwaye banomdla wokulima abavelisi be-IGBT basekhaya.U-2022 uya kuba ngunyaka apho isabelo sabavelisi be-IGBT basekhaya siya kunyuka kakhulu.
Abantu abakhankanywe ngasentla beSebe lezoKhuseleko laseHongwei Technology bakholelwa ukuba zininzi izizathu.Okokuqala, abavelisi beemoto baye baphucula ukunakwa kwabo kweempawu zasekhaya (IGBT);Okwesibini, umsantsa phakathi kweemveliso zasekhaya nezangaphandle uye wancipha emva kokuphuculwa kwenqanaba lobugcisa basekhaya;Okwesithathu, iimveliso zasekhaya zineendleko eziphezulu;Okwesine, impendulo yokuhanjiswa yayifike ngexesha.
Ixabiso le-IGBTs zasekhaya linokunyuka kunye nemarike, kwaye indawo yokubonelela kunye nemfuno yokulinganisela ikude phantsi kokwandiswa kwemveliso.
NgoSeptemba kulo nyaka, umthamo wokuthengisa wezithuthi zabagibeli zamandla amatsha ufikelele kwi-611000, irekhodi eliphezulu kwinyanga enye.UGuotai Jun'an ulindele ukuba ukuthengiswa kwasekhaya kwezithuthi zamandla amatsha kuya kudlula i-6.5 yezigidi kwi-2022. Uphuhliso lwezithuthi zamandla amatsha luqhubeka ludlula ukulindela, ukukhuthaza ukusetyenziswa kwe-IGBT kwiinkcukacha zezithuthi.Kwi-2021, isabelo semarike yezithuthi zamandla amatsha kwisicelo esisezantsi se-IGBT e-China siya kuba yi-31%, kwaye iindleko ze-IGBT ziya kubalelwa kwi-7% - 10% yeendleko zesithuthi.
Ngaphantsi kokungalingani kwangoku phakathi konikezelo kunye nemfuno, abavelisi abakhulu basekhaya bayandisa imveliso yabo.Okwangoku, umthamo weSigaba se-II se-Times Electric sisondele kumthamo woyilo lweziqwenga ze-240000.Inkampani iceba ukutyala 5.826 billion yuan kulwakhiwo lweprojekthi Yixing, leyo inokunyusa umthamo imveliso iziqwenga 360000 8-intshi medium and low voltage isiseko modyuli imathiriyeli ngonyaka emva kokufikelela umthamo;U-Smurvey (600460. SH) uceba ukwandisa imveliso yonyaka yama-360000 amaqhekeza e-12 intshi yomgca wokuvelisa itshiphu, kwaye wongeze amaqhekeza angama-120000 e-FS-IGBT yamandla etshiphu ngonyaka emva kokufikelela kwisikhundla… Amashishini amaninzi ajoyina imveliso ye-IGBT.
Kuya kuvela nini indawo ye-inflection yokubonelela kunye nemfuno ye-IGBT yenkcazo yesithuthi?Kule nkalo, iinkampani ezininzi ezifanelekileyo ezidweliswe zixelele iintatheli ukuba ukusuka kwimeko yomyalelo wangoku kunye nenkqubo yokwandiswa kwemveliso yexesha elizayo, ukufika kwendawo yokubonelela kunye nemfuno yebhalansi yemfuno kunokuba kwasekuqaleni.
Ngokokuhlalutya kwentatheli lisebe elikhankanywe ngasentla kunye ne-micro technology securities securities, yonke imizila emitsha yokuvelisa i-IGBT idlulise ukuqinisekiswa komgangatho ongqongqo kunye nemijikelo yokuvavanya, kwaye ayikwazi ukuveliswa emva kokuba izixhobo zikhona.Nangona umlinganiselo wokwandiswa okucwangcisiweyo kweshishini kukhulu, ukufikelela kumandla okuvelisa kuyinjongo, efuna inkqubo yokunyuka kwexesha elide, ngexesha apho uhlengahlengiso oluguquguqukayo lunokwenziwa, njengokulawulwa kwemizi-mveliso kunye nemimandla ye-photovoltaic kufuneka isebenzise i-IGBT.Okwangoku, akukho node apho unikezelo luya kudlula imfuno kwimarike.
Abantu abavela kwi-Slim Micro Securities baxelele intatheli ukuba ukwandiswa kwe-intshi ye-12 ye-wafer kuya kuphucula amandla emveliso yenkampani, enokusetyenziswa ngokupheleleyo kwiimveliso ze-IGBT kunye nokwabiwa kwangaphakathi.
Ngokombono wabangaphakathi be-Times Electric, i-IGBT yezinga lokucaciswa kwesithuthi nayo iyanqongophala kulo nyaka kunye nonyaka ozayo.Ukusukela ngo-2024 ukuya ku-2025, inqanaba lokunqongophala linokuthi linciphe kancinci.Abathengi abaninzi ngoku bafuna ukutshixa iiodolo ngokuthe ngqo kwi-2025.
Ngokombono weprojekthi yokwandisa iprojekthi, umzekelo, ixesha lokwakhiwa kweProjekthi yeSigaba soMbane we-Shidai malunga neenyanga ze-24, kwaye ixesha lokwakhiwa kweProjekthi ye-Shilan Micro Fixed Increase yiminyaka emi-3.Ngeli xesha, iya kuba namava exesha loqinisekiso lwabavelisi abasezantsi kunye nexesha lokunyuka komthamo omtsha wemveliso kunye nesivuno.Akulula ukwaphula umqobo we-IGBT.
Intatheli yaqaphela ukuba i-Infineon, eyona nto igxininise kakhulu kwi-market-high-end gauge market, yayisele ibhengeze ukunyuka kwexabiso, kwaye imarike ilindele ukuba iceba ukunyusa ixabiso lezinto zoshishino kunye neemoto kwikota yesine.Abangaphakathi kwiinkampani ezininzi kwishishini elikhankanywe ngasentla bonke bathi ukuba ixabiso lemarike lilonke liyenyuka, kunokwenzeka ukulandela indlela yokuthengisa.Abanye abantu kwikhonkco lokubonelela kwakhona bathi ii-odolo ezintsha ziyakonyuka kancinci.
Ngokwembono yeenkampani ezidize ukusebenza kwamva nje, inzuzo ye-Times Electric yenethi kwikota ezintathu zokuqala inyuke ngama-30% ngonyaka, ixhamla kwingeniso ye-semiconductors yamandla efana ne-IGBT yamandla amatsha;Kwiikota ezintathu zokuqala zonyaka, iteknoloji enkulu kunye ne-micro inyuke nge-31% (96% kwi-Q3).
Ixesha lokuposa: Oct-21-2022