Kuwongolera kwamphamvu kwa IC sikuli koyenera, opanga ena amasamala zankhondo zamitengo!

Malinga ndi Taiwan media Juheng.com, malinga ndi zomwe zachitika posachedwa,Chip chowongolera mphamvu(PMIC) nthawi yochepetsera katundu ikhoza kukhala yayitali kuposa momwe amayembekezera, ndipo zikuyembekezeredwa kuti makampaniwa adzamaliza kuchotseratu mu Q3 chaka chamawa, ndipo kufunikira sikuli kolimba monga momwe amayembekezera.

Kumbali ya ogula, kuchuluka kwa zinthu zomwe zili m'munsi monga mafoni a m'manja, ma PC, ndi magetsi ogula akadali apamwamba, ndipo liwiro lenileni la dematerialization ndilotsika kuposa momwe amayembekezera, ndipo masiku owerengera opanga makina akuluakulu ali pafupi masiku 130 mpaka 150. masiku, omwe ali apamwamba kwambiri kuposa kuchuluka kwa masiku 80 mpaka masiku 100 m'zaka zam'mbuyomu, ndipo akuyembekezeka kuti padzakhala mwayi wowona kusintha kotala lachiwiri la chaka chamawa.

Ponena za ntchito zamagalimoto, ogulitsa ena adanenanso kuti ku PMIC, kupatula gawo la magalimoto, kusintha kwazinthu zamakampani onse ogulitsa sikudzatha mpaka gawo lachiwiri ndi lachitatu la 2023. Opanga ma module amagalimoto adanena kuti ena.tchipisi zamagalimotozayamba kuchepetsedwa posachedwapa, kuphatikizapo oyendetsa ICs, PMICs ndi ma IC ena olamulira.Komabe, mphamvu yopangira siinafike pomwe imatha kumasuka kwathunthu, ndipo kuchuluka kwa kukhuta kwa zida zamagalimoto zamagetsi mu 2023 kudzakhala pafupifupi 80%.

Pankhani yamtengo, opanga ena amakakamizidwanso ndi Texas Instruments.Mu October, zinanenedwa kuti Texas Instruments idzachepetsa mitengo ya PMIC, ndipo nkhondo yamtengo wapatali mu msika wa power management chip (PMIC) yatsala pang'ono kutha.Texas Instruments akuti yatengera njira yosinthira mitengo ya PMIC pomwe mphamvu zatsopano zimatulutsidwa ndikupangitsa kuti ziyembekezo zimachepa.

Malinga ndi magwero ogulitsa, Texas Instruments ipereka kuchotsera pafupifupi 8% mpaka 15% kutengera zomwe zagulitsidwa ndi kuchuluka kwake.

Pambuyo pa kutulutsidwa kwa mphamvu yopanga ma inchi 12 ya Texas Instruments, mtengo wa 12-inch ndi 35% -40% wotsika kuposa mainchesi 8, kuwapatsa malo ochulukirapo pamalingaliro amtengo, ndipo makasitomala adzakhala okonzeka kubwerera. katundu wake, makamaka magalimoto ndi mafakitale makasitomala.

Otsatira ena adanenanso kuti kubwera kwa njira yosinthira mitengo ya Texas Instruments kunali koyambirira kuposa momwe amayembekezera, komanso kutsika kwamitengo kulinso kuposa momwe amayembekezera, ndipo opanga ena mumakampaniwo atha kutsata kutsitsa kwamitengo, kapena kupitilira apo kuti asunge gawo la msika, akuda nkhawa. kuti nkhondo yamtengo wapatali mu theka loyamba la chaka chamawa ikhale yowonjezereka.

Nthawi yomweyo, makasitomala opanga PMIC akufuna kuti mitengo ya PMIC ibwerere pamiyezo isanachitike mliri, 20% -30% kutsika kuposa momwe zilili pano, ndipo mitengo yotsika ya PMIC ikuyembekezeka kutsika.

Wapampando wachip kasamalidwe ka mphamvuwopanga Silicon Lijie adati kusintha kwazinthu zamakasitomala kudakulitsidwa mpaka theka loyamba la chaka chamawa kuposa momwe amayembekezera poyamba.Pakalipano, malamulo ambiri aimitsidwa, kuwonjezera pa zofooka za ogula, katundu wolamulira mafakitale apitiliza kusinthidwa pansi, kokha kufunikira kwa magalimoto amphamvu atsopano ndi amphamvu, ndipo akuyembekezeka kuti kotala lachinayi ndi kotala loyamba lotsatira. chaka adzakhala mu siteji kusintha katundu.