Kusukela ku-Q3 ka-2021, isimo sokushoda kwe-semiconductor yomhlaba wonke siye sasuka kancane kancane sisuka emgqeni ogcwele wokushuba kwesimo saya esigabeni sokukhululeka kwesakhiwo.Ukunikezwa kweminye imikhiqizo ye-chip yenjongo evamile efana nenkumbulo encane ye-NOR, i-CIS, i-DDI namanye ama-electronics abathengi kwenyukile, futhi izinga lokusungula linyukile.Izintengo zeminye imikhiqizo zivule ishaneli eyehlayo, futhi ama-ejenti ashintshile ekuqoqweni kwemali aye ekudayiseni.Ngokombono wamandla okukhiqiza, ubuchwepheshe obuthuthukisiwe namandla okukhiqiza ancike kancane kubuchwepheshe obukhethekile obungama-intshi angu-8 basamile umugqa, ikakhulukazi emabhizinisini amancane naphakathi asahlelelwe ukukhiqizwa okugcwele kanye nokwenyuka kwamanani.
Kodwa-ke, ngokubuka kwamanje, maningi amathuba okuthi umthamo wokukhiqiza we-semiconductor oqinile emhlabeni wonke ngo-2022 uzokhululeka ngokuphelele, futhi neminye yemikhiqizo eguquguqukayo kakhulu izoba nengozi eyengeziwe, futhi eminye imikhiqizo ye-chip izoqhubeka nokunqwabelana. i-inventory ngenxa yenkinga "yezinto ezide nezifushane"., Engxenyeni yesibili ka-2022, izongena esiteshini sokunciphisa amanani ngaphambi kwesimiso, futhi intengo izohlehlisa ngaphezu kuka-10% -15%.Kodwa-ke, ukushoda kanye nensalela kuyinqubo yokulungisa eguqukayo.Isimo samandla ngo-2022 sisazobhekana nalokhu okuguquguqukayo okulandelayo: Okokuqala, isiqondiso sokuvela kobhubhane olusha lomqhele, ikakhulukazi ukuthi uhlobo oluguquguqukayo lwe-“Omi Keron” luzokwenza ukuthi uhlelo lwe-global supply chain luphinde luwele ku-Stagnation kanye nokungatholakali okwanele.
Okwesibili, ukuphazamiseka okuthile kwangaphandle kungase kuthinte ishejuli yokunwetshwa yabakhiqizi abathile, njengezinhlekelele ezinkulu, ukunqanyulwa kukagesi, noma ngaphansi kwenqubekelaphambili yelayisense yokuthekelisa yase-US yezinto zokusebenza ezibalulekile, okuphinde kube nomthelela ekusatshalalisweni kokunikezwa kwamandla emhlabeni jikelele kanye nesidingo.
Okwesithathu, naphezu kokwehla kwesidingo somhlaba wonke, ngaphansi kwesizinda sezinqubomgomo ezintsha zezomnotho ezifana ne-Metaverse kanye ne-Dual Carbon, ingabe kuzoba nemakethe esimeme, emangalisayo, futhi enkulu njengama-smartphones, eqhuba imboni ye-semiconductor yomhlaba wonke emjikelezweni wesidingo esinamandla futhi?.Okwesine umthelela we-geopolitics kanye nobuzwe bezobuchwepheshe, futhi uhlelo lwe-global supply chain seluphinde lwangena esimweni sokungaqiniseki okujulile, esiqinise isibalo sokwenyuka kwesidingo sabakhiqizi abakhulu bezicelo ze-chip emhlabeni.
Nakuba imboni ye-semiconductor ngo-2022 ingase ibanjwe yizinkinga zamandla, izinze kakhulu kunemakethe ye-roller coaster ngo-2021. Ngaphezu kwalokho, ngokunaka okukhulayo kwemboni yonke, isibalo kanye nekhwalithi yabadlali kunyukile, okuholela ekutheni ukuthuthukiswa kwayo yonke imboni ibe yisikhathi esinzima namanzi ajulile.Ungasuka kanjani ekuphishekeleni isikali kanye nezinzuzo zokuqhathanisa uye ekuphishekeleni ikhwalithi namandla ahlukene okuqamba kungase kube imibuzo eminingi yasekhaya izinkampani zama-semiconductor okudingeka zicabange ngayo ngo-2022.
Isikhathi sokuthumela: Dec-10-2021
