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Ukubamba izimpahla, ukukhuphuka kwentengo, nama-oda kuhlelelwe isigamu sokuqala sonyaka olandelayo! Umthamo wesisekelo sokufinyela esingu-8 intshi ugcwele

Ukubamba izimpahla, ukukhuphuka kwentengo, nama-oda kuhlelelwe isigamu sokuqala sonyaka olandelayo! Umthamo wesisekelo sokufinyela esingu-8 intshi ugcwele

Ngenxa yokukhula okusheshayo kwesidingo sesicelo se-CIS yenzwa yesithombe, i-chip yokuphathwa kwamandla i-PMIC, i-chip identification chip, i-chip ye-Bluetooth, i-chip chip ekhethekile, njll., Ama-oda ama-wafers angu-8-intshi ayashisa.

Ngokuya kweSecurities Times, ngokwethulwa kancane kancane kwezingcingo ze-5G, isidingo sokutholwa kwezingxenye eziyinhloko ze-chip siyaqhubeka nokubila. Izinkampani ezisungula njenge-TSMC, i-Samsung, i-GF, i-UMC, ne-SMIC zinamandla aphelele futhi seziyimakethe yomthengisi.

AbakwaSamsung bacubungula ukutshalwa kwemali okuzenzakalelayo kulayini wokukhiqiza ongamasentimitha ayisishiyagalombili, kusuka kwezokuthutha ngesandla kuya ekuthuthweni kwemishini, futhi kulindeleke ukuthi basebenzise ngaphezulu kwama-dollar ayizigidi eziyizinkulungwane eziyikhulu.

Ngokombiko weSecurities Times, ngenxa yokutholakala kwamandla omkhiqizo wokutholwa, abanye abakhiqizi bemiklamo ye-IC baveze ukuthi bakhuphule intengo yamafilimu amasha esikhathini esizayo esiseduze futhi bazisa amakhasimende ukuthi akhuphule amanani entengo kwikota yesine yalokhu unyaka nonyaka olandelayo.

Ngokuya ngezibalo ze-Founder Securities, kusukela ngoSepthemba, amandla esisekelo sokubhaka ama-intshi angu-8 abelokhu eqinile, futhi isikhathi sokulethwa kwesisekelo siye sandiswa ngokuqhubekayo saya ezinyangeni ezi-3 noma ngisho nangaphezulu kwengxenye yonyaka. Kulindeleke ukuthi intengo yesisekelo yama-oda amasha kwikota yesine izokhushulwa. Izokhuphuka ngo-10%.

Ngokusho kwemithombo yezimboni, uShenzhen De Ruipu uhambe phambili ekukhipheni isaziso sokukhuphula intengo yomkhiqizo ngoSepthemba 18, ememezela ukuthi inkampani ithathe isinqumo sokulungisa amanani ayo omkhiqizo ngokufanele kusukela ngo-Okthoba 1, 2020. I-8205 yayo izoncika entengo yokuqala . Khulisa ngo-0.02 yuan.

Omunye umkhiqizi weshubhu le-MOS, uShenzhen Jinyu Semiconductor, naye uthumele incwadi yokuxhumana kumakhasimende ukuze kunyuswe amanani. Kusukela ngo-Okthoba 1, 2020, intengo yemikhiqizo ye-MOS tube kanye ne-IC izolungiswa ngokufanele ngo-20% -30%.

Abanye abahlaziyi bathe into yamanje yokufuna ohlangothini lokufunwayo yomthamo wamanje wokukhiqiza ongu-8-intshi ukukhuphuka okuqhubekayo kwesidingo samachips we-analog namadivayisi kagesi, kuyilapho izinga lokukhula kokuphakelwa lisilela emuva kwezinga lokukhula kwesidingo, okwenza abakhiqizi abakhulu sebenzisa ngenkuthalo isisekelo.

I-Industrial Securities ithe ukushoda kwamachips okwamanje kubangelwa ukuphazamiseka kokuthengwa kwempahla. Eminye imikhiqizo yomakhalekhukhwini inyuse ukuthengwa kwe-chip ezinyangeni ezintathu ezedlule ukuqinisekisa ukuphepha kokuthengwa kwempahla. Ngenxa yalokhu, iqoqo lamanje lomkhakha lisezingeni eliphansi kakhulu.

Ngasikhathi sinye, uXiaomi, OPPO kanye neminye imikhiqizo babheke phambili kuzinguquko ezinkulu ekwabiweni kwefoni ephathekayo ngonyaka ozayo. Banethemba elikhulu ngokwanda kwamasheya ngonyaka ozayo. Futhi bakhulisa umgomo wokugcina impahla. Akunqatshelwe ukuthi kunesimo esigcwele ngokweqile. Ngakho-ke, Ezokuphepha Kwezimboni zilindele ukuthi ukushoda kuzoqhubeka kuze kufike engxenyeni yokuqala yonyaka ozayo. .


Isikhathi Iposi: Dec-21-2020