Ukwanda kwentengo ye-MCU Q3 kusethiwe, ukuhanjiswa kanye nokufunwa kuqinile futhi kungaqhubeka kuze kube unyaka olandelayo

Umkhakha we-microcontroller (MCU) uyakhuphuka, amandla okukhiqiza ama-8-inch aqhubeka nokuthola ukufunwa isikhashana, kanti ikota yesithathu kulindeleke ukuthi iqhubeke nenkathi ephezulu yekota yesibili. Izingcaphuno zomkhiqizo ziyaqhubeka zikhuphuke, futhi ukulethwa okuqinile nesimo sokufunwa kungenzeka kulungiswe ngasekupheleni konyaka, ngisho nabanye abakhiqizi kukholakala ukuthi kuzoqina yonke indlela eya ekota yokuqala yonyaka wokuqala. Abathengisi abahlobene nabakhiqizi bafaka iHoltek, Sonhan, JiUQE, Lingtong, HongKang, Nuvoton, njll.

Ngiyasaba ukuthi kuzohlala kuze kube unyaka olandelayo

I-MCU ifana nenhliziyo yemikhiqizo ye-elekthronikhi, futhi izicelo zayo ziyehluka kakhulu, kufaka phakathi imikhiqizo yokulinganisa yezempilo efana nama-thermometers endlebe kanye ne-anti-ubhubhane imikhiqizo, i-albhamu enotshwala, Abakwa-Soap Dispensers, njll., noma zonke izinhlobo zemikhiqizo ye-elekthronikhi yabathengi.

Ngasohlangothini lokuhlinzekwa, ngenxa yezimpawu zamanani amakhulu, izinhlelo ezisakazekile, njengamanje amanani e-MCUS, njengamanje kunzima kubakhiqizi beTaiwan ukudlulisa imikhiqizo ezitshalweni ezi-12-intshi ngenxa yokuthola imali- Imikhiqizo yokuphela iwela ngamasentimitha ayi-12.

Ngokuya ngokunikezwa kwamandla, njengamanje kuphela ubuchwepheshe obuthuthukisiwe bomhlaba obuzokwandisa amandla ayo amasha angu-8-intshi ngo-2023, kodwa ngemuva kwawo wonke, amanzi awela kude awakwazi ukusindisa umlilo oseduze. Isimo esiqinile se-8-intshi sibonakala sihlukaniswa kusuka engxenyeni yesibili yalo nyaka kuya konyaka olandelayo. ishumi.

Ngakho-ke, ukuhlinzekwa okuphelele kanye nesimo semfuno kusaqina impela. Iningi labakhiqizi selivele ligcwalise ama-oda engxenyeni yokuqala yalo nyaka kuze kube sekupheleni konyaka, futhi amazinga okusungula amanje ama-ejenti namakhasimende asaphansi.

Abanye abakhiqizi baqala ukuthatha ama-oda ngonyaka olandelayo

Yize kungenzeka kuphela, amakhasimende amaningi asevele elungiselela umthamo wokukhiqiza olandelayo, ikakhulukazi ama-Brand, amakhasimende amakhulu, noma imikhiqizo ye-niche. Ngakho-ke, abanye abakhiqizi sebeqalile ukuthatha ama-oda ngonyaka olandelayo, kufaka phakathi iHoltek, Hongkang, njll.

Ngokusho kweHoltek, kulindeleke ukuthi umthamo wokukhiqiza uzozinza kulo nyaka ngonyaka olandelayo, ngakho-ke kuzokhipha ama-8-9% ama-ejenti akwazi ukuthatha ama-oda, futhi konke kuzogcinwa ukuthola ama-oda aphuthumayo ngokuzayo.

UHoltek futhi ulindele ukuthi ngenxa yokuqhubeka kokunye okuqhubekayo kwemboni ye-MCU kanye namakhasimende aphansi okusungula amakhasimende, amakhasimende anekhono ngokubeka ama-oda alandelayo ngonyaka olandelayo, kanti iningi lamakhono alo okukhiqiza lingase ligcwele ikota yesithathu yalo nyaka.

I-Supply Chain nayo ikhathazekile ukuthi izinguquko ezinamanani kanye namandla okukhiqiza azodingidwa kuma-oda onyaka olandelayo. Uma i-OEM elandelayo noma ukufakwa kwamanani namanani wokuhlola kuphakanyiswa, noma ngabe kungaphinda kubonise amakhasimende futhi nokuthi ngabe kukhona indawo yokulungiswa okuguquguqukayo kuyisihluthulelo.

Ukunyuswa kwentengo kwekota yesithathu kunqunywe, futhi ukulungiswa okugoqekayo kuyaqhubeka

Kuhle kumiswe ngokuthi ama-stmicroelectondics, umenzi omkhulu we-MCU wamazwe omhlaba, waxosha elinye ihlumela ukukhulisa amanani. Lokhu futhi kubeka ngokusobala inani lokukhulisa umkhathi, okuvumela abakhiqizi baseTaiwan ukuthi babonise kangcono izindleko futhi baphakamise amanani namakhasimende.

Umbiko wenkomba yokuqala yabakhiqizi beMCU kulo nyaka usuqalile ukukhombisa ukwenyuka kwamanani edlule, kanti ikota yesibili ibuye yandisa amanani nge-10-15%. Kuyaqondakala ukuthi iningi labakhiqizi anjengeHoltek, Sonhan, JiUQE, Lingtong, HongKan, njll. Ukunyuka kwekota kususiwe, kanti ukwanda kwentengo kuyehlukahluka kuye, futhi ukwenyuka kwamanani kuyahlukahluka kusuka komunye kuya kwesinye. Iningi lazo liyahlukahluka ngokuya ngemikhiqizo namakhasimende, futhi ukwanda akukude neyedlule.

Ngokuvamile, ukuthambekela kokukhuphuka kwamanani kusagcinwa, futhi ukulungiswa kokugoqa kuyaqhubeka.Ama-ejenti namakhasimende ayakwazi nokwamukela ukukhuphuka kwamanani ngenxa yesidingo esiqinile se-oda kanye nokusungula okuphansi.Ngakho-ke, imakethe ibuye ilindele ukuthi ikota yokuqala izobe selihle kakhulu i-margin yenzuzo enkulu ingasetshenziswa njengebhentshi le-margin yenzuzo enkulu yalo nyaka.

Ngakho-ke, kuwo wonke, naphezu kokunyuka okulinganiselwe kwekhono lokukhiqiza, imikhiqizo yalo nyaka iye yanda ngokuqinile.Ngaphezu kokuqeda imvelo yokuxoxisana nokubulawa kwangesikhathi esedlule, bangaphinde babe nenzuzo yemakethe yomthengisi.Inkampani ngayinye yenze inzuzo kulo nyaka.Ukusebenza kulindeleke ukuthi kudlulise imiphumela evelele.