Kundin nawa ne kasuwar MCU? "Muna shirin ba za mu ci riba har tsawon shekaru biyu ba, amma kuma don tabbatar da aikin tallace-tallace da rabon kasuwa." Wannan ita ce taken da wani kamfani na MCU na cikin gida ya yi ihu a baya. Koyaya, kasuwar MCU ba ta motsawa da yawa kwanan nan kuma ta fara gina ƙasa da daidaitawa.
Yi karatu na tsawon shekaru biyu
’Yan shekarun da suka gabata sun kasance abin hawan keke don masu siyar da MCU. A cikin 2020, ƙarfin samar da guntu yana iyakance, wanda ya haifar da ƙarancin guntu na duniya, kuma farashin MCU shima ya tashi. Tsarin musanya na gida na MCU na gida shima ya sami babban ci gaba cikin abubuwa da yawa.
Koyaya, tun daga rabin na biyu na 2021, ƙarancin buƙatun bangarori, wayoyin hannu, kwamfyutocin kwamfyutoci, da sauransu, ya haifar da farashin tabo na kwakwalwan kwamfuta daban-daban ya fara faɗuwa, kuma farashin MCU ya fara raguwa. A cikin 2022, kasuwar MCU ta bambanta sosai, kuma guntuwar mabukaci gabaɗaya suna kusa da farashin al'ada. A cikin watan Yuni 2022, farashin MCU akan kasuwa ya fara tashin hankali.
Gasar farashin a cikin kasuwar guntu tana ƙara yin zafi, kuma yaƙin farashin a cikin kasuwar MCU yana ƙara yin zafi. Domin yin fafatawa a kasuwa, masana'antun cikin gida har asara suke yi, wanda hakan ya haifar da faduwar farashin kasuwa. Yanke farashin ya zama ruwan dare gama gari, kuma samun riba ya zama hanyar da masana'antun ke fitar da sabbin rahusa.
Bayan dogon lokaci na kawar da farashin kayayyaki, kasuwar MCU ta fara nuna alamun durkushewa, kuma labaran samar da kayayyaki sun ce masana'antar ta MCU ba ta siyar da farashi mai rahusa fiye da farashin, har ma ta kara farashin don dawowa. zuwa mafi m iyaka.
Kafofin watsa labarai na Taiwan: Barka da safiya, ga wayewar gari
A cewar kafar yada labarai ta Taiwan Economic Daily ta ruwaito cewa daidaitawar kayan aikin semiconductor yana da kyakkyawan al'ajabi, farkon wanda ya fuskanci matsin faduwar farashin a kasuwar microcontroller (MCU), manyan kamfanonin hada-hadar kasuwanci kwanan nan sun dakatar da dabarun share kaya, wasu kuma kayayyaki ma sun fara karuwa a farashi. Ana amfani da MCU da yawa, yana rufe kayan lantarki, motoci, sarrafa masana'antu da sauran mahimman wurare, kuma yanzu farashin yana tashi, kuma faɗuwar farko (farashin) ya daina faɗuwa, yana nuna cewa buƙatun tashar yana da dumi, kuma kasuwar semiconductor ba ta da nisa. daga hanyar dawowa.
Global MCU index factory ciki har da Renesas, NXP, microchip, da dai sauransu, suna da muhimmiyar matsayi a cikin duniya semiconductor masana'antu; Kamfanin na Taiwan yana wakiltar Shengqun, New Tang, Yilong, Songhan, da dai sauransu. Tare da sauƙaƙan gasar zub da jini na masana'antun ƙasar, masana'antun da suka dace za su amfana.
Masu binciken masana'antu sun nuna cewa ana amfani da MCU sosai, ƙarfin sa shine kasuwa da ake amfani da shi don yin hukunci game da haɓakar haɓakar semiconductor, micro core fito da sakamakon kuɗi da hangen nesa, wanda aka kwatanta da "canary a cikin ma'adinai", yana nuna MCU da haɓakawa. na kasuwa yana da kusanci sosai, kuma yanzu siginar sake dawowa farashin alama ce mai kyau bayan daidaitawar ƙira ta semiconductor.
Don magance babban matsin ƙima, masana'antar MCU ta fuskanci mafi munin lokacin duhu a tarihi daga kashi huɗu na huɗu na shekarar da ta gabata zuwa rabin farkon wannan shekara, masana'antun MCU na ƙasar ba su damu da farashin ciniki don share kaya ba, har ma sanannun masana'antun haɗakarwa (IDM) suma sun shiga fagen fama farashin. Abin farin ciki, ƙididdige ƙididdigan farashin kasuwa na baya-bayan nan yana zuwa ƙarshe a hankali.
Masana'antar Taiwan MCU da ba a bayyana sunanta ba ta bayyana cewa, tare da sauƙaƙan yanayin farashi na manyan masana'antun ƙasar, bambance-bambancen farashin kayayyakin masarufi ya ragu sannu a hankali, kuma an fara shigo da wasu ƙananan umarni na gaggawa, waɗanda ke ba da gudummawa ga saurin ƙima. kau, kuma kada alfijir ya yi nisa.
Ayyuka ja ne. Ba zan iya mirgina shi ba
MCU a matsayin da'irar yanki, akwai kamfanoni sama da 100 na cikin gida na MCU, sassan kasuwa suna fuskantar matsin lamba mai yawa, da'irar yanki kuma gungun kamfanonin MCU ne a cikin gasar, don samun saurin ƙima, da kiyayewa. dangantakar abokin ciniki, wasu masana'antun MCU kawai za su iya jurewa don sadaukar da babbar riba, yin rangwame akan farashi, a musayar umarni na abokin ciniki.
Tare da goyan bayan yanayin da ake buƙata na kasuwa, farashin farashin zai ci gaba da ja da aikin, don haka aikin zai kashe mummunan riba mai yawa kuma ya kammala shuffle.
A farkon rabin wannan shekara, fiye da rabin 23 na cikin gida da aka jera kamfanonin MCU sun yi hasarar kuɗi, MCU yana ƙara wahala don siyarwa, kuma masana'antun da yawa sun kammala haɗaka da siye.
Bisa kididdigar da aka yi, a farkon rabin wannan shekarar, kamfanoni 11 ne kawai daga cikin 23 na cikin gida da aka jera a cikin MCU sun sami karuwar kudaden shiga na shekara-shekara, kuma aikin ya ragu sosai, gabaɗaya fiye da 30%, kuma mafi raguwar fasahar Tekun ita ce. ya canza zuwa +53.28%. Sakamakon haɓakar kuɗin shiga ba shi da kyau sosai, haɓakar sama da 10% ɗaya kawai, sauran 10 ɗin suna ƙasa da 10%. Ribar riba, akwai kashi 23 cikin 13 da aka yi hasarar, ribar da fasahar Le Xin ta samu ne kawai ke da inganci, amma kuma ya karu da kashi 2.05%.
Dangane da babban ribar riba, babbar ribar SMIC ta ragu kai tsaye zuwa kasa da kashi 20% daga kashi 46.62% a bara; Fasahar Guoxin ta fadi zuwa kashi 25.55 daga kashi 53.4 a bara; Kwarewar kasa ta ragu daga kashi 44.31 zuwa kashi 13.04; Fasahar teku ta Core ya ragu daga kashi 43.22 zuwa kashi 29.43.
Babu shakka, bayan da masana'antun suka fada cikin gasar farashin, duk masana'antar sun shiga cikin "mummunan da'irar". Masana'antun MCU na cikin gida waɗanda ba su da ƙarfi sun shiga cikin zagayowar gasa mai rahusa, kuma ƙarar cikin gida ba ta da wata hanyar da za ta iya yin samfuran inganci masu inganci da gasa tare da giants na duniya, suna ba masu saka hannun jari na ƙasashen waje waɗanda ke da muhalli, farashi. kuma ko da damar iya amfani da damar da za a yi amfani da.
Yanzu kasuwa yana da alamun farfadowa, kamfanoni suna so su fice daga gasar, wajibi ne don haɓaka fasaha, samfurori, a cikin mafi girma kasuwa gane, yana yiwuwa a haskaka kewaye, don kauce wa makomar kawarwa.
Lokacin aikawa: Oktoba-30-2023
