A cewar Associated Press na Kudi, "buƙatar IGBT a matakin ƙayyadaddun abin hawa ya wuce yadda ake tsammani a wannan shekara."Wani ma'aikacin kamfanin IGBT na cikin gida ya ce wa ɗan jaridar da jin daɗi.
Mai ba da rahoto na Kamfanin Kuɗi na Associated Press na Kudi ya koya daga yawancin masana'antun da ke da alaƙa da IGBT a China cewa yawancin sabbin layukan samarwa na kamfanoni da yawa suna cikin haɓaka ƙarfin aiki.A halin yanzu, akwai isassun umarni a hannu, kuma akwai koma baya na umarni.Ƙarfin da ake da shi har yanzu bai iya biyan buƙatun kasuwa gabaɗaya ba.Duk kamfanonin da ke cikin masana'antar sun yi imanin cewa duk da cewa duk masana'antun suna shagaltuwa da faɗaɗa samarwa, zai ɗauki aƙalla watanni 24 don sabon aikin haɓakawa a zahiri.Ya yi da wuri don hango hasashen samarwa da buƙatun ma'auni, kuma sabbin umarni ko kasuwa na gaba za su tashi.
Yanzu akwai babban matsin lamba don ba da garantin wadata, kuma ana kulle sabbin odar faɗaɗa a gaba
"Tun daga wannan shekarar, samarwa da siyar da motocin lantarki ke karuwa, kuma kowa (masu kera motoci) na bukatar yin amfani da wannan abu (IGBT)."Wani mutum daga sashen kula da harkokin kudi na Times Electric (688187. SH) ya shaidawa kamfanin dillancin labarai na Associated Press of Finance cewa, “Yawan adadin motocin lantarki a wannan shekarar ya zarce abin da kamfanin ya yi tsammani, kuma masana’antun kasashen waje ba za su iya samar da kayayyaki da yawa ba.A halin yanzu, tagar lokaci ne inda buƙatu ya zarce ƙarfin samarwa.”
Wani ma’aikacin sashen samar da kayayyaki ya shaida wa manema labarai cewa, “Don yin karin gishiri, alal misali, abokin ciniki yana bukatar IGBT 10000, yayin da kamfanin zai iya samar da 1000 kawai, a zahiri kowa zai doke gubar, saboda wannan zai shafi kai tsaye karfin samar da dukkan abin hawa.”A gaskiya ma, yawancin masu samar da kayayyaki sun cimma matsaya kan cewa wadata da buƙatun IGBT a cikin ƙayyadaddun abin hawa ya kai 50%.Wakilin ya tabbatar daga hanyar sadarwa tare da kamfanoni masu alaƙa da yawa cewa an sayar da ƙarfin da ake da shi.Lokacin da ma'aunin abin hawa IGBT ya yi ƙarancin wadata, ƙarfin isarwa yana da yawa, kuma an tsara umarni a hannu zuwa ƙarshen wannan shekara ko ma shekara mai zuwa.
Dangane da sabon taƙaitaccen binciken Time Electric, abokan ciniki sun sami umarni da yawa kwanan nan.A cikin 'yan watannin nan, sau da yawa mun sami manyan abokan ciniki da yawa.Domin ƙara dubban IGBT a cikin kwata, muna sadarwa tare da kamfanin.A halin yanzu, IGBT a kasar Sin yana cikin karancin wadata, kuma karfin isar da dukkan masana'antu zai yi kyau a shekara mai zuwa.
Mutane daga sashen tsaro na Hongwei Technology (688711. SH) sun bayyana cewa karfin sabon layin samar da kayayyaki na IGBT, babban direban sabbin motocin makamashi, yana hawa sama, tare da karfin da zai kai dubun dubatar guda a kowane wata.Matsakaicin ƙayyadaddun abin hawa a hannu na iya wucewa har zuwa ƙarshen shekara.Kamfanin yanzu ya damu game da ko isar da sako zai iya biyan bukatun abokan ciniki a cikin lokaci.Tare da fitowar ikon samar da kayan aiki na gaba, ana tsammanin adadin wannan kudaden shiga na kasuwanci zai karu a shekara mai zuwa.
Rahoton kudi na Stargate Semiconductors (603290. SH) ya nuna cewa a farkon rabin shekara, babban direban IGBT na kamfanin ya ci gaba da fitowa, yana tallafawa fiye da 500000 sababbin motocin makamashi.Ana sa ran adadin motocin da ke tallafawa za su ci gaba da karuwa a rabin na biyu na shekara.A karshen rabin farkon shekara, bashin kwangilar ya karu kusan sau hudu fiye da lokacin da ya gabata.
Wani kwararre na fasaha daga masana'antar kera motoci na ƙasa ya binciki ɗan jaridar kuma ya ce IGBT na ƙayyadaddun abin hawa galibi Infineon ne, wanda ya kai sama da 50%.A halin yanzu, IGBT na cikin gida na iya zama taro ne kawai ta Starr Semi conductor, BYD da Time Electric.Bayanan lantarki na Fuman ya nuna cewa lokacin jagorar Q3 na Infineon IGBT shine makonni 39-50.
Ci gaban haɓakar manyan masana'antun ketare yana ƙasa da yadda ake tsammani, kuma lokacin bayarwa yana ci gaba da tsawaitawa.Masu kera motoci na cikin gida sannu a hankali suna karɓar IGBT na cikin gida don kare sarkar tsaro, kuma suna sha'awar noma masana'antun IGBT na cikin gida.2022 kuma za ta kasance shekarar da rabon masana'antun IGBT na gida zai karu sosai.
Mutanen da aka ambata a sama daga Sashen Tsaro na Fasaha na Hongwei sun yi imanin cewa akwai dalilai da yawa.Na farko, masana'antun kera motoci sun haɓaka ƙimar su na samfuran gida (IGBT);Na biyu, tazarar da ke tsakanin kayayyakin cikin gida da na waje ya ragu bayan an inganta matakin fasaha na cikin gida;Na uku, kayayyakin cikin gida sun fi tsada;Na hudu, amsar isarwa ya fi dacewa.
Farashin IGBT na cikin gida na iya tashi tare da kasuwa, kuma samar da ma'auni na buƙatu yana da nisa a ƙarƙashin haɓakar haɓaka samarwa.
A cikin watan Satumban bana, yawan siyar da sabbin motocin fasinja masu makamashi ya kai 611000, wanda ya yi yawa a cikin wata guda.Guotai Jun'an yana tsammanin cewa tallace-tallacen cikin gida na sabbin motocin makamashi zai wuce miliyan 6.5 a cikin 2022. Ci gaban sabbin motocin makamashi na ci gaba da wuce yadda ake tsammani, yana haɓaka aikace-aikacen IGBT a cikin ƙayyadaddun abin hawa.A cikin 2021, kasuwar sabbin motocin makamashi a cikin aikace-aikacen IGBT na ƙasa a China zai zama 31%, kuma farashin IGBT zai kai kashi 7% - 10% na farashin abin hawa.
A karkashin rashin daidaituwa na yanzu tsakanin wadata da buƙatu, manyan masana'antun cikin gida suna haɓaka samar da su.A halin yanzu, ƙarfin Mataki na II na Times Electric yana kusa da ƙarfin ƙira na guda 240000.Kamfanin na shirin zuba jarin Yuan biliyan 5.826 wajen gina aikin Yixing, wanda zai iya kara karfin samar da kayan masarufi masu matsakaici da matsakaicin inci 360000 a duk shekara bayan ya kai ga karfin;Smurvey (600460. SH) ya yi niyya don ƙara yawan samar da 360000 na shekara-shekara na 12 inch guntu samar da layi, da kuma ƙara 120000 guda na kwakwalwan wutar lantarki na FS-IGBT a kowace shekara bayan kai ƙarfin ... Ƙarin kamfanoni suna shiga cikin samar da IGBT.
Yaushe madaidaicin buƙatun samarwa da buƙatun IGBT na ƙayyadaddun abin hawa zai fito?Dangane da wannan, yawancin kamfanonin da aka jera masu dacewa sun shaida wa manema labarai cewa daga yanayin tsari na yanzu da kuma tsarin fadada samar da kayayyaki a nan gaba, isowar samar da ma'aunin ma'auni na iya zama da wuri.
Bisa ga binciken da mai ba da rahoto ta hanyar macro da micro-tech Securities Securities da aka ambata a sama, duk sabbin layin samar da IGBT sun wuce tabbataccen ingantaccen inganci da zagayowar gwaji, kuma ba za a iya samar da su ba bayan an samar da kayan aiki.Ko da yake ma'auni na fadada masana'antar da aka tsara yana da girma, isa ga iyawar samarwa shine manufa, wanda ke buƙatar tsari mai tsayi mai tsayi, lokacin da za'a iya yin gyare-gyare mai mahimmanci, irin su kula da masana'antu da kuma filayen hotuna suna buƙatar amfani da IGBT.A halin yanzu, babu kumburi inda wadata zai wuce buƙatu a kasuwa.
Mutanen daga Slim Micro Securities sun kuma shaida wa manema labarai cewa fadada wafer mai inci 12 zai inganta karfin samar da wafer na kamfanin, wanda za a iya amfani da shi gaba daya don kayayyakin IGBT da rabon cikin gida.
A ra'ayin masu ciki na Times Electric, IGBT na matakin ƙayyadaddun abin hawa shima yana cikin ƙarancin wadata a wannan shekara da shekara mai zuwa.Daga 2024 zuwa 2025, matakin ƙarancin na iya sauƙi a hankali.Yawancin abokan ciniki yanzu suna son kulle oda kai tsaye zuwa 2025.
Ta fuskar zagayowar fadada aikin, alal misali, lokacin aikin Shidai Electric Phase III ya kai kimanin watanni 24, kuma lokacin aikin Shilan Micro Fixed Increase Project ya kai shekaru 3.A wannan lokacin, za ta kuma fuskanci lokacin takaddun shaida na masana'antun ƙasa da haɓaka lokacin sabbin ƙarfin layin samarwa da yawan amfanin ƙasa.Ba abu mai sauƙi ba ne a karya ƙwaƙƙwaran ƙarfin IGBT.
Mai ba da rahoto ya lura cewa Infineon, wanda ya fi mayar da hankali kan babban kasuwar ma'aunin mota, a baya ya ba da sanarwar hauhawar farashin, kuma kasuwar tana tsammanin za ta iya yin shirin haɓaka farashin masana'antu da na kera motoci a cikin kwata na huɗu.Masu lura da kamfanoni da yawa a cikin masana'antar da aka ambata a sama duka sun ce idan farashin kasuwa ya tashi gaba ɗaya, yana yiwuwa a bi yanayin kasuwa.Wasu mutanen da ke cikin sarkar kuma sun ce sabbin umarni za su karu kadan.
Daga mahangar kamfanonin da suka bayyana ayyukan da suka yi na baya-bayan nan, ribar da kamfanin Times Electric ya samu a kashi uku na farko ya karu da kashi 30 cikin 100 a duk shekara, yana cin gajiyar kudaden shiga na semiconductor na wutar lantarki kamar sabon makamashi IGBT;A cikin rubu'i uku na farko na shekara, macro da ƙananan fasaha sun karu da 31% (96% a Q3).
Lokacin aikawa: Oktoba-21-2022