Malinga ndi Associated Press of Finance, "kufunidwa kwa IGBT pamasinthidwe agalimoto kudaposa zomwe tikuyembekezera chaka chino."Wamkati mwa wopanga wapakhomo wa IGBT adati kwa mtolankhaniyo mokhudzidwa.
Mtolankhani wa Associated Press of Finance adaphunzira kuchokera kwa opanga ambiri okhudzana ndi IGBT ku China kuti mizere yatsopano yopangira makampani ambiri ili m'nthawi yokwanira.Pakali pano, pali maoda okwanira m'manja, ndipo pali kusabweza kwa maoda.Kuthekera komwe kulipo sikungathebe kukwaniritsa kufunikira kwa msika wonse.Makampani onse m'makampaniwa amakhulupirira kuti ngakhale opanga onse ali otanganidwa kukulitsa zopanga, zitenga miyezi 24 kuti pulojekiti yatsopanoyi ipangidwe.Ndikochedwa kwambiri kuti tineneretu komwe kuli koyenera, ndipo maoda atsopano kapena msika udzawuka.
Tsopano pali chitsenderezo chachikulu chotsimikizira kupezeka, ndipo madongosolo atsopano okulitsa amatsekedwa pasadakhale
"Kuyambira chaka chino, kupanga ndi kugulitsa magalimoto amagetsi kukukwera, ndipo aliyense (opanga magalimoto) ayenera kugwiritsa ntchito chinthu ichi (IGBT)."Munthu wina wochokera ku dipatimenti ya chitetezo ya Times Electric (688187. SH) anauza a Associated Press of Finance kuti, "Kuchuluka kwa magalimoto amagetsi chaka chino kunaposa zomwe kampaniyo ikuyembekeza, ndipo opanga kunja sangathe kupereka katundu wambiri.Pakadali pano, ndi nthawi yomwe kufunikira kumaposa kuchuluka kwa kupanga. ”
Munthu wina yemwe amagulitsa zinthu pakampaniyo adauza mtolankhaniyo kuti, "Kukokomeza, mwachitsanzo, kasitomala amafunikira ma IGBT 10000, pomwe kampaniyo imangopereka 1000, mwachilengedwe aliyense adzapambana, chifukwa izi zitha kukhudza mwachindunji kupanga kwagalimoto yonse."M'malo mwake, ogulitsa ambiri agwirizana kuti kusiyana kwa ma IGBT ndi kufunikira kwa magalimoto kumafika 50%.Mtolankhaniyo adatsimikizira kuchokera pakulankhulana ndi makampani ambiri ogwirizana kuti mphamvu zomwe zilipo zagulitsidwa.Pamene gauge ya galimoto IGBT ikusowa, mphamvu yobweretsera imakhala yaikulu, ndipo malamulo omwe ali m'manja akukonzekera kumapeto kwa chaka chino kapena chaka chamawa.
Malinga ndi chidule cha kafukufuku waposachedwa wa Time Electric, madongosolo ambiri apezeka ndi makasitomala posachedwa.M’miyezi yaposachedwapa, takhala tikulandira makasitomala ambiri ofunika kwambiri.Kuti tiwonjezere masauzande a IGBT mu kotala, tikulankhulana mwachangu ndi kampaniyo.Pakalipano, IGBT ku China ili yochepa kwambiri, ndipo kupanikizika kwa makampani onse kudzakhala kwakukulu chaka chamawa.
Anthu ochokera ku dipatimenti yachitetezo cha Hongwei Technology (688711. SH) adanena kuti mphamvu ya mzere watsopano wopangira gawo la IGBT, dalaivala wamkulu wa magalimoto atsopano amphamvu, akukwera mmwamba, ndi mphamvu yofikira makumi masauzande a zidutswa pamwezi.Machulukitsidwe a specifications galimoto m'manja akhoza kukhala mpaka kumapeto kwa chaka.Kampaniyo tsopano ikuda nkhawa ngati kutumizako kungakwaniritse zosowa za makasitomala munthawi yake.Ndi kutulutsidwa kotsatira kwa mphamvu zopangira, zikuyembekezeredwa kuti gawo la ndalama zamalondazi lidzawonjezeka chaka chamawa.
Lipoti la zachuma la Stargate Semiconductors (603290. SH) limasonyeza kuti mu theka loyamba la chaka, ma modules oyendetsa galimoto a IGBT anapitirizabe kutulutsidwa, kuthandizira kuposa magalimoto atsopano a 500000.Zikuyembekezeka kuti chiwerengero cha magalimoto othandizira chidzapitirira kuwonjezeka mu theka lachiwiri la chaka.Pofika kumapeto kwa theka loyamba la chaka, ngongole za makontrakitala zidakwera pafupifupi kanayi kuposa nthawi yapitayi.
Katswiri waukadaulo wochokera kwa wopanga magalimoto akumunsi adasanthula mtolankhaniyo ndipo adati IGBT yamayendedwe amagalimoto ndi Infineon, yomwe imawerengera oposa 50%.Pakadali pano, IGBT yakunyumba ikhoza kupangidwa ndi Starr Semi conductor, BYD ndi Time Electric.Deta yamagetsi ya Fuman ikuwonetsa kuti nthawi yotsogolera ya Q3 ya Infineon IGBT ndi masabata a 39-50.
Kukula kwakukula kwa opanga otsogola kumayiko akunja ndikotsika kuposa momwe amayembekezera, ndipo nthawi yobweretsera ikupitilira kukula.Opanga magalimoto apakhomo akuvomereza pang'onopang'ono IGBT yapakhomo chifukwa cha chitetezo cha chain chain, komanso ali ndi chidwi chokulitsa opanga IGBT apakhomo.2022 idzakhalanso chaka chomwe gawo la opanga IGBT apakhomo lidzakwera kwambiri.
Anthu omwe tawatchulawa a ku Hongwei Technology Securities Department amakhulupirira kuti pali zifukwa zambiri.Choyamba, opanga magalimoto akulitsa kuzindikira kwawo kwamtundu wapakhomo (IGBT);Chachiwiri, kusiyana pakati pa zinthu zapakhomo ndi zakunja kwachepa pambuyo pa kusintha kwa luso la m'banja;Chachitatu, zinthu zapakhomo zimakhala zotsika mtengo;Chachinayi, kuyankha kopereka kunali kwanthawi yake.
Mtengo wa ma IGBT apakhomo ukhoza kukwera limodzi ndi msika, ndipo malo operekera ndi kufunikira kwawo ali kutali kwambiri chifukwa chakukula kwa kupanga.
Mu Seputembala chaka chino, kuchuluka kwa magalimoto onyamula mphamvu zatsopano kudafika pa 611000, mbiri yakale mwezi umodzi.Guotai Jun'an akuyembekeza kuti malonda apanyumba a magalimoto atsopano amphamvu adzapitirira 6.5 miliyoni mu 2022. Kukula kwa magalimoto atsopano amphamvu kumapitirirabe kupitirira zomwe zikuyembekezeka, kulimbikitsa kugwiritsa ntchito IGBT muzinthu zamagalimoto.Mu 2021, gawo lamsika la magalimoto amagetsi atsopano pakugwiritsa ntchito kumunsi kwa IGBT ku China lidzakhala 31%, ndipo mtengo wa IGBT udzawerengera 7% - 10% ya mtengo wagalimoto.
Pansi pa kusalinganika komwe kulipo pakati pa kupezeka ndi kufunikira, opanga zazikulu zapakhomo akukulitsa kupanga kwawo.Pakalipano, mphamvu ya Phase II ya Times Electric ili pafupi ndi mphamvu ya mapangidwe a zidutswa za 240000.kampaniyo akufuna aganyali biliyoni 5.826 yuan ntchito yomanga Yixing, amene angathe kuonjezera mphamvu yopanga zidutswa 360000 wa 8 inchi sing'anga ndi otsika voteji m'munsi zipangizo m'munsi chaka afika mphamvu;Smurvey (600460. SH) akufuna kuonjezera kupanga kwapachaka kwa zidutswa 360000 za mzere wa 12 inch chip kupanga, ndikuwonjezera zidutswa za 120000 za tchipisi tamagetsi a FS-IGBT pachaka zikafika pokwaniritsa… Mabizinesi ambiri akulowa nawo kupanga IGBT.
Kodi ndi liti pamene malo opangira zinthu ndi kufunikira kwa IGBT yazomwe zimapangidwira magalimoto zidzatulukira?Pachifukwa ichi, makampani ambiri ofunikira omwe adatchulidwa adauza atolankhani kuti kuchokera pazomwe zikuchitika komanso njira yakukulira kwamtsogolo, kubwera kwa gawo lokwanira komanso lofunikira kungakhale koyambirira kwambiri.
Malinga ndi kuwunika kwa mtolankhani ndi dipatimenti yachitetezo chaukadaulo ya macro ndi yaying'ono, mizere yonse yatsopano ya IGBT yadutsa milingo yotsimikizika komanso yoyeserera, ndipo sangathe kupangidwa zida zitakhazikitsidwa.Ngakhale kukula kwa kukula kwa makampani omwe akukonzekera ndi kwakukulu, kufika pakupanga mphamvu ndi cholinga, chomwe chimafuna kukwera kwautali, pamene kusintha kwamphamvu kungapangidwe, monga kulamulira mafakitale ndi minda ya photovoltaic iyenera kugwiritsa ntchito IGBT.Pakalipano, palibe node pomwe zopereka zidzaposa kufunikira pamsika.
Anthu ochokera ku Slim Micro Securities adauzanso mtolankhani kuti kukulitsa kwa 12 inch wafer kupititsa patsogolo mphamvu ya kampani yopanga zowotcha, zomwe zitha kugwiritsidwa ntchito pazogulitsa za IGBT komanso kugawa kwamkati.
M'malingaliro a omwe ali mkati mwa Times Electric, IGBT yamtundu wamtundu wamagalimoto nawonso ikusoweka chaka chino komanso chaka chamawa.Kuyambira 2024 mpaka 2025, kuchuluka kwa kuchepa kumatha kuchepa pang'onopang'ono.Makasitomala ambiri tsopano akufuna kutseka maoda mwachindunji mpaka 2025.
Malinga ndi momwe polojekiti ikukulirakulira, mwachitsanzo, nthawi yomanga Shidai Electric Phase III Project ili pafupi miyezi 24, ndipo nthawi yomanga Shilan Micro Fixed Increase Project ndi zaka 3.Munthawi imeneyi, idzakhalanso ndi nthawi yotsimikizira kwa opanga kunsi kwa mtsinje komanso nthawi yokwera ya mphamvu zatsopano zopangira ndi zokolola.Sikophweka kuthetsa vuto la IGBT.
Mtolankhaniyo adanena kuti Infineon, yomwe imayang'ana kwambiri msika wamagetsi apamwamba kwambiri, adalengeza kale kuwonjezeka kwa mtengo, ndipo msika ukuyembekeza kuti ukhoza kukonzekera kuonjezera mtengo wa zigawo za mafakitale ndi magalimoto m'gawo lachinayi.Ogwira ntchito m'makampani ambiri omwe atchulidwa pamwambawa adanena kuti ngati mtengo wamtengo wapatali ukukwera, ndizotheka kutsata zomwe zikuchitika pamsika.Anthu ena omwe ali m'gulu lazinthu zogulitsira adanenanso kuti malamulo atsopanowo awonjezeka pang'ono.
Malingana ndi makampani omwe awonetsa zomwe zachitika posachedwa, phindu la Times Electric mu magawo atatu oyambirira linawonjezeka ndi 30% chaka ndi chaka, kupindula ndi ndalama za semiconductors zamagetsi monga mphamvu zatsopano IGBT;M'magawo atatu oyambirira a chaka, luso lamakono ndi laling'ono lakula ndi 31% (96% mu Q3).
Nthawi yotumiza: Oct-21-2022