Ukuqala kwi-Q3 ye-2021, imeko yokunqongophala kwe-semiconductor yehlabathi iye yatshintsha ngokuthe ngcembe ukusuka kumgca opheleleyo woxinzelelo ukuya kwinqanaba lokukhululeka kwesakhiwo.Unikezelo lwemveliso ye-chip yenjongo jikelele efana nememori encinci ye-NOR, i-CIS, i-DDI kunye nezinye izinto zombane zabathengi ziye zanda, kwaye inqanaba le-inventory liye landa.Amaxabiso ezinye iimveliso avule umjelo wokuhla, kwaye ii-arhente zitshintshile ekuqokeleleni imali ukuya ekuthengiseni.Ngokwembono yomthamo wemveliso, ubuchwephesha obuphambili kunye nomthamo wemveliso oxhomekeke ngokuyinxenye kwi-8-intshi yobuchwephesha obukhethekileyo zisahleli emgceni, ngakumbi kumashishini amancinci naphakathi asacwangciselwe imveliso epheleleyo kunye nokunyuka kwamaxabiso.
Nangona kunjalo, ngokwembono yangoku, kukho amathuba aphezulu okuba umthamo wemveliso ye-semiconductor yehlabathi jikelele ngo-2022 uya kukhululeka ngokupheleleyo, kwaye ezinye zeemveliso eziguquguqukayo ziya kuba nomngcipheko we-surplus, kwaye ezinye iimveliso ze-chip ziya kuqhubeka ziqokelelana. uluhlu lwempahla ngenxa yengxaki “yezinto ezinde nezimfutshane”., Kwisiqingatha sesibini se-2022, iya kungena kumjelo wokunciphisa ixabiso ngaphambi kweshedyuli, kwaye ixabiso liya kuhoxisa ngaphezu kwe-10% -15%.Nangona kunjalo, ukunqongophala kunye nentsalela yinkqubo yohlengahlengiso oluguqukayo.Imeko yesikhundla ngo-2022 isaza kujongana nezi ziguquko zilandelayo: Okokuqala, isalathiso senguquko yesibetho esitsha sesithsaba, ngakumbi ukuba i-mutant strain "i-Omi Keron" iya kwenza inkqubo yekhonkco lonikezelo lwehlabathi iwele kwakhona Ukuma kunye nokungonelanga konikezelo.
Okwesibini, ukuphazamiseka okuthile kwangaphandle kunokuchaphazela ishedyuli yokwandiswa kwabavelisi abathile, njengeentlekele ezinkulu, ukucuthwa kombane, okanye ngokuxhomekeke kwinkqubela phambili yelayisenisi yokuthumela ngaphandle kwe-US yezixhobo eziphambili, ezichaphazela ngakumbi ukusasazwa kokunikezelwa kwamandla kunye nemfuno yehlabathi.
Okwesithathu, ngaphandle kokuhla kwemfuno yehlabathi, phantsi kwemvelaphi yemigaqo-nkqubo yezoqoqosho emitsha efana neMetaverse kunye neDual Carbon, ngaba kuya kubakho imarike ezinzileyo, emangalisayo, kunye nenkulu efana nee-smartphones, ukuqhuba imboni ye-semiconductor yehlabathi ibe ngumjikelo wemfuno enamandla kwakhona?.Eyesine yimpembelelo ye-geopolitics kunye nobuzwe bobuchwephesha, kwaye inkqubo yokubonelela ngehlabathi iphinde yangena kwimeko yokungaqiniseki enzulu, ethe yaqinisa imfuno yokwanda kwe-inventri yabavelisi abakhulu bezicelo zetshiphu zehlabathi.
Nangona ishishini le-semiconductor ngo-2022 lisenokubanjwa yimiba yomthamo, lizinzile ngakumbi kune-roller coaster market ngo-2021. uphuhliso lweshishini lonke libe lixesha elinzima kunye namanzi anzulu.Uhamba njani ukusuka ekulandeleni isikali kunye neenzuzo zokuthelekisa ukuya ekusukeleni umgangatho kunye nokwahlulahlula amandla okwenza izinto ezintsha inokuba yiMibuzo emininzi yasekhaya ekufuneka iinkampani zesemiconductor zicinge ngayo ngo-2022.
Ixesha lokuposa: Dec-10-2021
