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Thawb khoom muag, nce nqi, thiab xaj khoom yog npaj rau thawj ib nrab ntawm xyoo tom ntej! 8-nti wafer foundry muaj peev xwm yog tag nrho

Thawb khoom muag, nce nqi, thiab xaj khoom yog npaj rau thawj ib nrab ntawm xyoo tom ntej! 8-nti wafer foundry muaj peev xwm yog tag nrho

Vim txoj kev loj hlob sai ntawm daim ntawv thov thov rau cov duab sensor CIS, lub hwj huam tswj nti PMIC, ntiv tes taw qhia nti, Bluetooth nti, tshwj xeeb nco nti, thiab lwm yam, kev txiav txim rau 8-nti wafers yog kub.

Raws li Lub Sij Hawm Cog Lus, nrog kev maj mam pib ntawm 5G xov tooj ntawm tes, qhov kev thov rau lub hauv paus ntawm qhov tseem ceeb nti txuas ntxiv tau ntxiv ferment. Cov tuam txhab tsim khoom xws li TSMC, Samsung, GF, UMC, thiab SMIC muaj tag nrho cov peev xwm thiab tau dhau los ua tus muag khoom lag luam.

Samsung tab tom xav txog kev nqis peev los rau txoj kab ntau lawm 8-nti, los ntawm kev thauj mus los rau kev siv tshuab thauj, thiab xav tias yuav siv ntau tshaj 100 txhiab lab nyiaj daus las.

Raws li lub tuam txhab Kev Tshaj Tawm tsab ntawv ceeb toom, vim tias luv luv ntawm foundry ntau lawm lub peev xwm, qee qhov IC tsim cov tuam txhab tau tshaj tawm tias lawv tau nce tus nqi ntawm cov yeeb yaj kiab tshiab nyob rau yav tom ntej thiab ceeb toom cov neeg yuav khoom nce tus nqi foundry hauv plaub lub hlis ntawm no xyoo thiab lwm xyoo.

Raws li kev suav ntawm Founder Securities, txij li lub Cuaj Hli, 8-nti wafer foundry peev tau nruj, thiab lub sij hawm xa khoom tau pom muaj txuas ntxiv mus txog 3 hlis lossis tseem ntau dua ib nrab xyoo. Nws cia siab tias tus nqi foundry ntawm kev txiav txim tshiab hauv plaub lub hlis yuav raug nce ntxiv. Yuav nce ntxiv los ntawm 10%.

Raws li cov chaw tsim kev lag luam, Shenzhen De Ruipu tau ua tus thawj coj hauv kev tshaj tawm cov khoom lag luam nce nqi thaum lub Cuaj Hlis 18, tshaj tawm tias lub tuam txhab tau txiav txim siab kho nws cov khoom cov nqi raws li lub Kaum Hlis 1, 2020. Nws 8205 yuav ua raws li tus nqi qub Cov. Nce nce 0.02 yuan.

Lwm lub MOS tub luam chaw tsim khoom, Shenzhen Jinyu Semiconductor, kuj xa cov ntawv sib tiv tauj rau cov neeg yuav khoom rau tus nqi nce. Txij Lub Kaum Hlis 1, 2020, tus nqi ntawm MOS lub raj thiab IC series cov khoom yuav raug kho kom haum raws li 20% -30%.

Qee tus kws tshuaj ntsuam tau hais tias qhov xav tau ntawm kev tsav tsheb tam sim no rau 8-nti ntau lawm lub peev xwm yog qhov kev nce ntxiv hauv kev thov rau cov chips ntxiv thiab cov khoom siv fais fab, thaum lub sij hawm kev loj hlob ntawm cov khoom lag luam qis dua qhov kev nce qib ntawm kev thov, uas ua rau cov tuam txhab loj niaj hnub ua cov hauv paus nrhiav.

Daim Ntawv Cog Lus Muaj Peev Xwm hais tias tsis txaus qhov tam sim no ntawm qhov muab kauv yog feem ntau yog los ntawm kev muab cov saw hlau tsis sib haum. Qee lub xov tooj txawb xov tooj tau nce chip yuav khoom nyob rau hauv peb lub hlis dhau los kom ntseeg tau tias cov saw kev ruaj ntseg. Raws li qhov tshwm sim, cov khoom lag luam tam sim no nyob rau theem kawg.

Nyob rau tib lub sijhawm, Xiaomi, OPPO thiab lwm hom tau tos ntsoov kom muaj kev hloov loj hauv cov xov tooj ntawm tes hauv lwm xyoo. Lawv muaj qhov kev xav zoo ntxiv txog cov kev sib koom kev lag luam rau xyoo tom ntej. Lawv kuj nce lub hom phiaj ntawm kev tso khoom. Nws tsis yog kev txiav txim tias muaj qhov xwm txheej overstocking. Yog li no, Kev Lag Luam Khoom Lag Luam cia siab tias qhov tsis txaus yuav txuas ntxiv mus kom txog thaum thawj ib nrab ntawm xyoo tom ntej. Cov.


Sijhawm Post: Dec-21-2020