Nk’uko ibiro ntaramakuru by'Abanyamerika bivuga ko “icyifuzo cya IGBT ku rwego rw’imodoka cyarenze ibyateganijwe muri uyu mwaka.”Imbere mu ruganda rukora IGBT yabwiye umunyamakuru amarangamutima.
Umunyamakuru w'ikinyamakuru Associated Press of Finance yigiye ku nganda nyinshi zijyanye na IGBT mu Bushinwa ko imirongo myinshi isanzwe ikorwa mu masosiyete menshi iri mu gihe cyo kongera ubushobozi.Kugeza ubu, hari amabwiriza ahagije mu ntoki, kandi hari rusange ibirarane byateganijwe.Ubushobozi buriho buracyafite ubushobozi bwo guhaza isoko rusange.Ibigo byose mu nganda bizera ko nubwo ababikora bose bahugiye mu kwagura umusaruro, bizatwara byibuze amezi 24 kugirango umushinga mushya wo kwagura ushyirwe mubikorwa.Biracyari kare guhanura itangwa nibisabwa, hamwe nibisabwa bishya cyangwa isoko rizamuka.
Ubu hariho igitutu kinini cyo gutanga ibicuruzwa, kandi amabwiriza mashya yo kwaguka arafunzwe mbere
Ati: “Kuva uyu mwaka, umusaruro no kugurisha ibinyabiziga by'amashanyarazi byazamutse, kandi buri wese (abakora ibinyabiziga) bakeneye gukoresha iki kintu (IGBT).”Umuntu wo mu ishami ry’imigabane rya Times Electric (688187. SH) yatangarije ibiro ntaramakuru by'imari bya Associated Press, ati: "Umubare w’ibinyabiziga by’amashanyarazi muri uyu mwaka birenze ibyo sosiyete yari yiteze, kandi n’abakora mu mahanga ntibashobora gutanga ibicuruzwa byinshi.Kugeza ubu, ni idirishya ry'igihe aho ibyifuzo birenze ubushobozi bw'umusaruro. ”
Umuntu utanga amasoko yabwiye umunyamakuru ati: "Gukabya, urugero, umukiriya akenera IGBT 10000, mu gihe isosiyete ishobora gutanga 1000 gusa, mu bisanzwe abantu bose bazatsinda iyambere, kuko ibyo bizagira ingaruka ku buryo butaziguye ku musaruro w’ibinyabiziga byose."Mubyukuri, abatanga ibicuruzwa benshi bamaze kumvikana ko ikinyuranyo cyibisabwa na IGBTs mubisobanuro byimodoka bigera kuri 50%.Umunyamakuru yemeje avuye mu itumanaho n’ibigo byinshi bifitanye isano ko ubushobozi buriho bwagurishijwe.Iyo igipimo cy'imodoka IGBT kibuze, igitutu cyo kugemura kiri hejuru, kandi ibicuruzwa biri mu ntoki byateganijwe mu mpera z'uyu mwaka cyangwa no mu mwaka utaha.
Dukurikije incamake yubushakashatsi bwakozwe bwigihe cyamashanyarazi, ibicuruzwa byinshi byabonetse kubakiriya vuba aha.Mu mezi ashize, twakiriye abakiriya benshi bakomeye.Kugirango twongere ibihumbi bya IGBTs mu gihembwe, turavugana cyane nisosiyete.Kugeza ubu, IGBT mu Bushinwa irahagije, kandi igitutu cyo gutanga inganda zose kizaba kinini umwaka utaha.
Abantu bo mu ishami ry’imigabane ry’ikoranabuhanga rya Hongwei (688711. SH) bavuze ko ubushobozi bw’umurongo mushya w’umusaruro wa module ya IGBT, umushoferi mukuru w’ibinyabiziga bishya by’ingufu, uzamuka, ubushobozi bukagera ku bihumbi mirongo buri kwezi.Kwuzuza ibinyabiziga bisobanura mu ntoki birashobora kumara umwaka urangiye.Ubu isosiyete ihangayikishijwe no kumenya niba itangwa rishobora guhaza ibyo abakiriya bakeneye mu gihe gikwiye.Hamwe nogusohora nyuma yubushobozi bwumusaruro, biteganijwe ko umubare wamafaranga yinjira mubucuruzi uziyongera umwaka utaha.
Raporo y’imari ya Stargate Semiconductors (603290. SH) yerekana ko mu gice cya mbere cyumwaka, moderi nkuru y’isosiyete IGBT yakomeje gusohoka, ishyigikira imodoka nshya zirenga 500000.Biteganijwe ko umubare wibinyabiziga bifasha bizakomeza kwiyongera mugice cya kabiri cyumwaka.Mu mpera z'igice cya mbere cy'umwaka, imyenda y'amasezerano yariyongereye hafi inshuro enye mu gihe cyashize.
Impuguke mu bya tekinike yaturutse mu ruganda rukora ibinyabiziga rwasesenguye umunyamakuru avuga ko IGBT yerekana ibinyabiziga ahanini ari Infineon, bingana na 50%.Kugeza ubu, IGBT yo mu gihugu irashobora gukorerwa gusa na kanda ya Starr Semi, BYD na Time Electric.Ibyuma bya elegitoroniki byerekana ko Q3 iyobora igihe cya Infineon IGBT ni ibyumweru 39-50.
Kwiyongera kwiterambere ryabanyamahanga bayobora ibicuruzwa biri hasi kurenza uko byari byitezwe, kandi igihe cyo gutanga gikomeje kwiyongera.Abakora amamodoka yo mu gihugu bagenda bemera buhoro buhoro IGBT yo mu gihugu hagamijwe umutekano wo gutanga amasoko, kandi bashishikajwe no guhinga abakora IGBT mu gihugu.2022 nayo izaba umwaka mugihe umugabane wabakora IGBT murugo uziyongera cyane.
Abantu bavuzwe haruguru bo mu ishami ry’ikoranabuhanga rya Hongwei bemeza ko hari impamvu nyinshi.Ubwa mbere, abakora ibinyabiziga bazamuye imenyekanisha ryimbere mu gihugu (IGBT);Icya kabiri, ikinyuranyo hagati yibicuruzwa byimbere mu gihugu n’amahanga byagabanutse nyuma yo kuzamura urwego rwa tekiniki mu gihugu;Icya gatatu, ibicuruzwa byo murugo birahenze cyane;Icya kane, igisubizo cyo gutanga cyari igihe gikwiye.
Igiciro cya IGBTs zo mu gihugu gishobora kuzamuka hamwe nisoko, kandi itangwa ryibisabwa hamwe nibisabwa biri kure cyane mugihe cyo kwagura umusaruro
Muri Nzeri uyu mwaka, umubare w’ibicuruzwa by’imodoka nshya zitwara abagenzi byageze kuri 611000, bikaba byaragaragaye cyane mu kwezi kumwe.Guotai Jun'an iteganya ko kugurisha mu gihugu ibinyabiziga bishya by’ingufu bizarenga miliyoni 6.5 mu 2022. Iterambere ry’imodoka nshya zikomeza ingufu zirenze ibyo byari byitezwe, biteza imbere ikoreshwa rya IGBT mu bijyanye n’ibinyabiziga.Muri 2021, umugabane w isoko ryimodoka nshya zingufu mugukoresha munsi ya IGBT mubushinwa uzaba 31%, naho ikiguzi cya IGBT kizaba 7% - 10% yikiguzi cyimodoka.
Muri ubu busumbane buri hagati y’ibitangwa n’ibisabwa, inganda zikomeye zo mu gihugu ziragura umusaruro wazo.Kugeza ubu, ubushobozi bwicyiciro cya II cya Times Electric cyegereye ubushobozi bwo gushushanya ibice 240000.Isosiyete irateganya gushora miliyari 5.826 yuan mu iyubakwa ry’umushinga wa Yixing, ushobora kongera ubushobozi bw’ibicuruzwa 360000 by’ibice 8 bya santimetero 8 n’ibikoresho fatizo bya module buri mwaka nyuma yo kugera ku bushobozi;Smurvey (600460.
Ni ryari aho ihindagurika ryo gutanga no gukenera IGBT yerekana ibinyabiziga bizagaragara?Ni muri urwo rwego, ibigo byinshi byashyizwe ku rutonde byabwiye abanyamakuru ko uhereye uko ibintu bimeze ubu ndetse n’inzira yo kwagura umusaruro mu gihe kiri imbere, igihe cyo gutanga ibicuruzwa n’ibisabwa bishobora kuba hakiri kare.
Nk’uko isesengura ry’umunyamakuru ryakozwe n’ishami ry’imigabane rya makro na mikoro rimaze kuvugwa haruguru, imirongo yose y’umusaruro wa IGBT yatsinze igenzura rikomeye kandi ryipimisha, kandi ntishobora gukorwa nyuma y’ibikoresho biriho.Nubwo igipimo cy’inganda ziteganijwe kwaguka ari kinini, kugera ku musaruro w’umusaruro ni intego, bisaba inzira ndende yo kuzamuka, aho bishobora guhinduka cyane, nko kugenzura inganda n’imirima y’amashanyarazi igomba gukoresha IGBT.Kugeza ubu, nta hantu na hamwe aho itangwa rizarenga ku isoko.
Abaturage bo muri Slim Micro Securities nabo babwiye umunyamakuru ko kwagura wafer ya santimetero 12 bizamura ubushobozi bw’umusaruro w’uruganda, ushobora gukoreshwa neza mu bicuruzwa bya IGBT no kugenera imbere.
Ku gitekerezo cy’abakozi bo muri Times Electric, IGBT yerekana urwego rw’imodoka nayo irabura muri uyu mwaka n’umwaka utaha.Kuva 2024 kugeza 2025, urugero rwibura rushobora kugabanuka buhoro buhoro.Abakiriya benshi ubu barashaka gufunga ibicuruzwa kugeza 2025.
Urebye uburyo bwo kwagura umushinga, urugero, igihe cyo kubaka umushinga wa Shidai Electric Phase III ni amezi 24, kandi igihe cyo kubaka umushinga wa Shilan Micro Fixed Increase ni imyaka 3.Muri iki gihe, bizanagerwaho nigihe cyo gutanga ibyemezo byabakora ibicuruzwa byo hepfo hamwe nigihe cyo kuzamura umurongo mushya wubushobozi numusaruro.Ntibyoroshye guca intege ubushobozi bwa IGBT.
Umunyamakuru yavuze ko Infineon yibanda cyane cyane ku isoko ryo mu rwego rwo hejuru rwo gupima imodoka, mbere yari yatangaje ko izamuka ry’ibiciro, kandi isoko ryateganyaga ko rishobora guteganya kuzamura igiciro cy’ibigize inganda n’imodoka mu gihembwe cya kane.Abashinzwe ibigo byinshi mu nganda twavuze haruguru bavuze ko niba igiciro rusange cy’isoko kizamutse, birashoboka gukurikiza uko isoko ryifashe.Abantu bamwe murwego rwo gutanga isoko nabo bavuze ko amabwiriza mashya aziyongera gato.
Ukurikije ibigo byagaragaje imikorere iheruka, inyungu za Times Electric mu gihembwe cya mbere cyambere ziyongereyeho 30% umwaka ushize, zunguka amafaranga yinjira mu mashanyarazi nk’ingufu nshya IGBT;Mu gihembwe cya mbere cyumwaka, ikoranabuhanga rya macro na micro ryiyongereyeho 31% (96% muri Q3).
Igihe cyo kohereza: Ukwakira-21-2022