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Fashin kaya, ƙimar farashi, kuma an tsara umarni don farkon rabin shekara mai zuwa! 8-inch wafer ikon samarwa ya cika

Fashin kaya, ƙimar farashi, kuma an tsara umarni don farkon rabin shekara mai zuwa! 8-inch wafer ikon samarwa ya cika

Saboda saurin ci gaban aikace-aikacen neman na'urar daukar hoto mai daukar hoto CIS, kwakwalwar sarrafawa ta PMIC, guntun gano zanan yatsa, guntun Bluetooth, kwakwalwar kwakwalwa ta musamman, da dai sauransu, umarni na wafer 8-inch masu zafi ne.

A cewar Jaridar Securities Times, tare da ƙaddamar da wayoyin hannu na 5G a hankali, buƙatar neman tushen ɓangarorin guntu na ci gaba da ƙaruwa. Kamfanoni masu keɓaɓɓu kamar su TSMC, Samsung, GF, UMC, da SMIC suna da cikakken ƙarfi kuma sun zama kasuwar mai siyarwa.

Samsung yana nazarin saka hannun jari na atomatik don layin samar da inci 8, daga safarar hannu zuwa jigilar injina, kuma ana sa ran kashe sama da dalar Amurka biliyan 100.

Dangane da rahoton Securities Times, saboda karancin karfin samar da bututun, wasu masu kera zane na IC sun bayyana cewa sun kara farashin sabbin fina-finai a nan gaba kuma sun sanar da kwastomomi da su kara farashin kayayyakin a cikin kwata na hudu na wannan shekara da badi.

Dangane da lissafin Asusun Tsaro, tun watan Satumba, ƙarfin inci 8-inch wafer ya kasance mai tsauri, kuma ana ci gaba da gabatar da lokacin isar da shi zuwa watanni 3 ko ma fiye da rabin shekara. Ana tsammanin cewa farashin kayayyakin sabon umarni a cikin kwata na huɗu za a ƙara. Zai tashi da kashi 10%.

A cewar majiyoyin masana’antu, Shenzhen De Ruipu ya shiga gaba wajen fitar da sanarwar karin farashin kayayyakin a ranar 18 ga Satumba, yana mai sanar da cewa kamfanin ya yanke shawarar daidaita farashin kayansa daidai gwargwado daga 1 ga Oktoba, 2020. 8205 dinsa zai kasance ne bisa farashin farko. . Byara da yuan 0.02.

Wani kamfanin kera bututun MOS, Shenzhen Jinyu Semiconductor, shi ma ya aika da wasiƙar tuntuɓar abokan ciniki don ƙarin farashin. Daga Oktoba 1, 2020, farashin MOS bututu da samfuran jerin IC za'a daidaita su daidai da 20% -30%.

Wasu manazarta sun ce halin da ake ciki yanzu na tuki-don samar da inci mai inci 8 shi ne ci gaba da yawaitar bukatar kwakwalwan analog da na'urorin wutar lantarki, yayin da karuwar samar da kayayyaki ta kasance baya da karuwar bukatar da ake nema, wanda ke sanya manyan masana'antun ƙaddamar da tushe.

Amintattun Masana'antu sun ce rashin ƙarancin kwakwalwan yanzu ana haifar da shi ne ta hanyar rikicewar samar da kayayyaki. Wasu nau'ikan wayoyin hannu sun haɓaka siyar da guntu a cikin watanni uku da suka gabata don tabbatar da tsaro. A sakamakon haka, ƙididdigar masana'antar yanzu tana cikin ƙananan matakin ƙasa.

A lokaci guda, Xiaomi, OPPO da sauran nau'ikan suna sa ido ga manyan canje-canje a cikin raba wayar hannu shekara mai zuwa. Sun fi karfin gwiwa game da ci gaban rabo a shekara mai zuwa. Har ila yau, suna haɓaka burin haja. Ba a yanke hukunci ba cewa akwai yanayin da ya wuce kima. Sabili da haka, Kasuwancin Masana'antu suna tsammanin karancin zai ci gaba har zuwa farkon farkon shekara mai zuwa. .


Post lokaci: Dec-21-2020