Kuyambira mu Q3 ya 2021, vuto la kuchepa kwa semiconductor padziko lonse lapansi lasintha pang'onopang'ono kuchoka pazovuta zonse kupita pagawo lothandizira.Kuperekedwa kwa zinthu zina zamtundu wa chip monga kukumbukira kwazing'ono za NOR, CIS, DDI ndi zida zina zamagetsi zamagetsi zawonjezeka, ndipo kuchuluka kwazinthu kwawonjezeka.Mitengo yazinthu zina yatsegula njira yotsika, ndipo othandizira asiya kusungitsa ndalama ndikuyamba kugulitsa.Kuchokera pamalingaliro amphamvu yopangira, ukadaulo wapamwamba komanso mphamvu zopanga zomwe zimadalira pang'ono ukadaulo wapadera wa 8-inchi zidakali pamzere, makamaka kwa mabizinesi ang'onoang'ono ndi apakatikati omwe akukonzekerabe kupanga zonse ndikuwonjezeka kwamitengo.
Komabe, pamalingaliro apano, pali kuthekera kwakukulu kuti mphamvu zolimba zapadziko lonse lapansi zopanga semiconductor mu 2022 zitsitsimutsidwe, ndipo ngakhale zina mwazinthu zosunthika kwambiri zitha kukhala ndi chiwopsezo chochulukirapo, ndipo zinthu zina za chip zipitilira kudziunjikira. kufufuza chifukwa cha vuto la "zida zazitali ndi zazifupi"., Mu theka lachiwiri la 2022, idzalowa mu njira yochepetsera mitengo isanakwane, ndipo mtengowo udzabwereranso ndi 10% -15%.Komabe, kusowa ndi zochulukirapo ndi njira yosinthira.Zomwe zikuchitika mu 2022 zidzayang'anizana ndi izi: Choyamba, kusinthika kwa mliri watsopano wa korona, makamaka ngati zovuta za "Omi Keron" zipangitsa kuti dongosolo lapadziko lonse lapansi libwererenso ku Stagnation komanso kusakwanira.
Chachiwiri, zosokoneza zina zakunja zingakhudze ndondomeko yowonjezera ya opanga ena, monga masoka aakulu, kudulidwa kwa magetsi, kapena malinga ndi kupita patsogolo kwa chilolezo cha US kutumizira zida zazikulu, zomwe zimakhudzanso kugawidwa kwa mphamvu zapadziko lonse lapansi ndi zofuna.
Chachitatu, ngakhale kuchepa kwa kufunikira kwapadziko lonse lapansi, pansi pa mfundo zatsopano zachuma monga Metaverse ndi Dual Carbon, kodi padzakhala msika wokhazikika, wodabwitsa, komanso waukulu ngati mafoni a m'manja, kuyendetsa msika wa semiconductor padziko lonse lapansi kuti ukhale wofunika kwambiri?.Chachinayi ndi chikoka cha geopolitics ndi ukadaulo wadziko lapansi, ndipo njira zogulitsira padziko lonse lapansi zalowanso m'malo osatsimikizika, zomwe zakulitsa kuchuluka kwazinthu zomwe opanga ma chip padziko lonse lapansi akufuna.
Ngakhale makampani opanga ma semiconductor mu 2022 athabe kugwidwa ndi zovuta zamaluso, ndi okhazikika kuposa msika wa roller coaster mu 2021. Kuphatikiza apo, pakuchulukirachulukira kwamakampani onse, kuchuluka ndi mtundu wa osewera zawonjezeka, zomwe zatsogolera ku chitukuko cha makampani onse mu nthawi yovuta ndi madzi akuya.Momwe mungasinthire kutsata zopindulitsa ndi zofananira mpaka kutsata luso komanso luso losiyanitsira zitha kukhala Mafunso ambiri apanyumba omwe makampani opanga ma semiconductor ayenera kuganizira mu 2022.
Nthawi yotumiza: Dec-10-2021
