Ukuntuleka kwezinto zokwakha, ushintsho olukhulu kwimodeli ye-oda ye-wappry ye-wafery of Wafers

Ngenxa yokushoda kwamandla okukhiqiza inqubo evuthiwe, umthamo omusha wokukhiqiza ngeke ukhishwe kuze kube yingxenye yesibili ka-2022. Ukushoda kwama-chips wezimoto, ukuPhene kwamandla i-ICS kanye nokushoda kwama-chip ingaqhubeka nengxenye yokuqala yonyaka olandelayo. Ukuze uxazulule umthelela wobude be-chip kanye nezinto zokwakha ecaleni lokukhiqizwa, ezezimoto ezifana ne-Ford, Volkswagen, kanye neTesla, kanye nomenzi wephaneli, futhi bafuna amalungelo okukhiqiza ngokuqondile. Kuzoba noshintsho olukhulu.

Endabeni yokukhiqizwa kwe-wappry ukunikezela ngamafutho amafushane, kufaka phakathi ama-chips wezimoto, ama-microcontroller (MCU), ama-panel driver ICS, amandla okuphathwa kwamandla, wonke ama-semiconductors, konke kukhiphe abahamba ngezimoto ukuthi banciphise ukukhiqizwa, abenzi bephaneli kanye I-OEM / ODM Factory Ripment yayiphansi kunalokho obekulindelwe. Ngenxa yezimo ezahlukahlukene lapho abahlinzeki be-chip bathola khona umthamo wokuthola amandla, izinkinga ezinjengezinto ezinde nezimfushane nama-oda angaphezulu kungadala ushintsho olukhulu ekunikezelweni. Ukuze wenze umthamo wokufakelwa "usebenzise okungcono kakhulu" futhi ngasikhathi sinye ukuxazulula inkinga yokusungula kwe-chip. Inkinga, kufaka phakathi izindaba ezithi abenzi bezimoto kanye nomenzi wephaneli baxhumane ngqo nabatholakele bezokwazi ukuBuka amakhono, phakathi kwezimoto ezisebenza kakhulu.

Kuyaqondakala ukuthi abahamba ngezimoto ezinjenge-flowseve ne-tesla abaklami ama-chip abo. Ngokombono we-Supply Chain ekhona, angamakhasimende angaqondile kuphela e-wadry futhi awakwazi ukubeka ngokuqondile ama-oda nge-wadry. Kodwa-ke, abakhiqizi bezimoto kuphela abaziyo ubude kanye nesimo sezinto ezibonakalayo zama-chip wezimoto. Kodwa-ke, abahlinzeki bezimoto ze-chip manje sebebhekene namandla agcwele kwabatholakele noma izidakamizwa zabo, futhi abakwazi ukwenza izinguquko ezincane nezinhlobonhlobo zamandla ahlukahlukene ezidingo ezahlukahlukene ze-chip abakhiqizi bezimoto abahlukahlukene. Noma ukukhiqizwa, ngakho-ke ukhiye ama-chips ambalwa angaphandle kwesitoko angasho lutho ngokwengeziwe, okwenza abenzi bezimoto ukuthi baphoqeleke ukunciphisa noma ukumisa ukukhiqizwa noma ukumisa ukukhiqizwa.

Ngenxa yalokhu, i-automaker ishintshe imodi yokuqala yoku-oda. Kuqale ukuqondisisa izinga lokusungula kanye nesigaba senqubo yama-chips adingekayo, bese kubhuka umthamo wokukhiqiza we-forry, bese wabe usabela ukwabiwa kwamakhono okutholakele kumhlinzeki we-chip ngokushoda okukhulu kakhulu. Vele, umphakeli we-chip ekuqaleni wayengumbhali we-wafer warryry futhi uqede isitifiketi. Abenzi bephaneli nabo benze okufanayo. Isibonelo, uBoe, i-Innolux, njll., Thola amathoyizi we-Wafer ukubhuka umthamo wokukhiqiza, bese wabe amandla okukhiqiza kubahlinzeki abaphethwe kabi ngamafilimu.

Eminyakeni engama-20 eyedlule, i-semiconductor Production Chain isetshenziswe yizindlu ze-IC Design, izitshalo ze-IDM noma izitshalo zohlelo ukuqeda design chip, bese kuthi lapho zifaka izitshalo ukukhiqiza ukukhiqiza. Ngakho-ke, amakhasimende we-wafer atholakalayo asebenzisa izitshalo ze-IC Design, izitshalo ze-IDM, noma abakhiqizi bohlelo abanamakhono e-IC design afana ne-apula. Kulezi zinsuku, imodeli ye-oda ye-wappry iyobhekana noshintsho olukhulu. Ngamakhasimende angaqondile afana nabakhiqizi bezimoto kanye namafektri wephaneli abakwazi ukuhambisa izithuthi zangempela terminal, bazoqala ukweqa isixhumanisi sokuklanywa kwe-IC futhi bathole i-wadry futhi babhukhe umthamo. Izinto ezinde nezifushane zizothinta ukukhiqizwa. Futhi inkinga yoku-oda ngokweqile okungadala ukusungula ngokweqile kulindeleke ukuthi kuxazululwe ngempumelelo.