Wahi a Taiwan media Juheng.com, e like me nā kūlana kaulahao hou,ka chip hooponopono mana(PMIC) ʻoi aku ka lōʻihi ma mua o ka mea i manaʻo ʻia, a ua manaʻo ʻia e hoʻopau ka ʻoihana i ka destocking ma Q3 i ka makahiki aʻe, a ʻaʻole ikaika ka koi e like me ka mea i manaʻo ʻia.
Ma ka ʻaoʻao o ka mea kūʻai aku, ʻoi aku ka kiʻekiʻe o ka pae o nā huahana o lalo e like me nā kelepona paʻa lima, nā PC, a me nā mea uila uila, a ʻoi aku ka haʻahaʻa o ka wikiwiki dematerialization ma mua o ka mea i manaʻo ʻia, a ʻo nā lā inventory o nā mea hana ʻōnaehana nui ma kahi o 130 lā a 150 mau lā. nā lā, ʻoi aku ka kiʻekiʻe ma mua o ka pae awelika o nā lā 80 a 100 mau lā i nā makahiki i hala, a ke manaʻo ʻia nei e loaʻa kahi manawa e ʻike ai i ka huli ʻana i ka hapaha ʻelua o ka makahiki e hiki mai ana.
Ma keʻano o nā noi kaʻa, ua kuhikuhi kekahi mau mea kūʻai aku ma ka PMIC, koe wale no ke kahua kaʻa, ʻaʻole e hoʻopau ʻia ka hoʻoponopono ʻana o ka ʻoihana holoʻokoʻa a hiki i ka lua a me ke kolu o ka makahiki 2023.nā ʻāpana kaʻaua hoʻomaka e hoʻemi ʻia i kēia manawa, me nā IC hoʻokele, nā PMIC a me kekahi mau IC mana.Eia nō naʻe, ʻaʻole i hiki i ka mana hana i ke kahua kahi e hiki ai ke hoʻomaha loa, a ʻo ka nui o ka hoʻolako ʻana i nā mea uila uila ma 2023 e pili ana i 80%.
Ma ke ʻano o ke kumukūʻai, ua kāohi ʻia kekahi mau mea hana e Texas Instruments.I ʻOkakopa, ua hōʻike ʻia e hōʻemi ʻo Texas Instruments i nā kumukūʻai PMIC, a ʻo ke kaua kumukūʻai ma ka mākeke hoʻokele mana (PMIC) e kokoke ana e wehe.Ua ʻōlelo ʻia ʻo Texas Instruments ua hoʻohana i kahi hoʻolālā kumukūʻai maʻalahi no ka PMIC i ka wā i hoʻokuʻu ʻia ai ka mana hou a koi ʻia nā manaʻolana.
Wahi a nā kumu hoʻolako kaulahao, hāʻawi ʻo Texas Instruments i nā hoʻemi ma kahi o 8% a 15% ma muli o ka huahana a me ka nui.
Ma hope o ka hoʻokuʻu ʻia ʻana o Texas Instruments '12-inch production capacity, ʻo ke kumukūʻai o 12-inch he 35% -40% haʻahaʻa ma mua o ka 8 iniha, e hāʻawi ana iā ia me ka nui o ka manawa i ka hoʻolālā kumukūʻai, a e makemake nui nā mea kūʻai aku e hoʻi i kāna huahana, ʻoi aku ka mea kūʻai aku kaʻa a me nā mea kūʻai aku ʻoihana.
Ua ʻōlelo kekahi poʻe insiders ʻo ka hōʻea ʻana mai o ka hoʻolālā kumukūʻai maʻalahi o Texas Instruments ma mua o ka mea i manaʻo ʻia, a ʻoi aku ka hoʻemi ʻana o ke kumukūʻai ma mua o ka mea i manaʻo ʻia, a ʻo nā mea hana ʻē aʻe o ka ʻoihana e hahai pū me nā hōʻemi kumukūʻai, a i ʻole e mālama i ka māhele mākeke, hopohopo. i oi aku ka ikaika o ke kaua kumukuai ma ka hapa mua o keia makahiki.
I ka manawa like, koi nā mea kūʻai aku o ka PMIC e hoʻihoʻi nā kumukūʻai PMIC i nā pae pre-pandemic, 20% -30% haʻahaʻa ma mua o ka pae o kēia manawa, a manaʻo ʻia e emi nā kumukūʻai PMIC haʻahaʻa.
Ka lunahoomalu ochip hoʻokele manaUa ʻōlelo ka mea hana ʻo Silicon Lijie, ua hoʻonui ʻia ka pōʻai hoʻoponopono mea kūʻai aku i ka hapa mua o ka makahiki aʻe ma mua o ka mea i manaʻo mua ʻia.I kēia manawa, nui nā kauoha i hoʻopaneʻe ʻia, ma waho aʻe o nā huahana mea kūʻai nāwaliwali, ua hoʻomau ʻia ka hoʻoponopono ʻana i nā huahana mana ʻoihana i lalo, ʻo ka ikaika wale nō ka koi no nā kaʻa ikehu hou, a ua manaʻo ʻia ʻo ka hapahā ʻehā a me ka hapaha mua o ka wā e hiki mai ana. makahiki i loko o ke kahua hoʻoponopono waiwai.
Ka manawa hoʻouna: Jan-05-2023