Mavhoriyamu mangani musika weMCU? "Isu tinoronga kusaita purofiti kwemakore maviri, asiwo kuona kutengesa uye kugovaniswa kwemusika." Iyi ndiyo slogan yakashevedzwa nebhizimusi repamba rakanyorwa neMCU kare. Nekudaro, musika weMCU hauna kufamba zvakanyanya nguva pfupi yadarika uye watanga kuvaka pasi nekudzikama.
Kudzidza kwemakore maviri
Makore mashoma apfuura anga ari roller-coaster kukwira kune vatengesi veMCU. Muna 2020, huwandu hwekugadzira chip hushoma, zvichikonzera kushomeka kwepasi rose, uye mitengo yeMCU yakwirawo. Yemuno MCU yepamba inotsiva maitiro yaitawo nhanho huru mune zvakawanda.
Nekudaro, kutanga kubva muhafu yechipiri ya2021, kuderera kudiwa kwemapaneru, nharembozha, malaptop, nezvimwe, zvakatungamira kune iyo nzvimbo mutengo wemachipisi akasiyana akatanga kudonha, uye mitengo yeMCU yakatanga kudzikira. Muna 2022, musika weMCU wakasiyaniswa zvakanyanya, uye machipisi evatengi vese ari padyo nemitengo yakajairika. Muna Chikumi 2022, mitengo yeMCU pamusika yakatanga kukwira.
Makwikwi emitengo mumusika wechip ari kuwedzera kutyisa, uye hondo yemitengo mumusika weMCU iri kuramba ichiwedzera. Kuti vakwikwidze mugove wemusika, vagadziri vedzimba vanorasa varasikirwa, zvichikonzera kuderera kwakanyanya kwemitengo yemusika. Kucheka mitengo chave chinhu chakajairika, uye kuita purofiti yave nzira yekuti vagadziri vaburitse hutsva hutsva.
Mushure menguva yakareba yemutengo wekuchenesa mutengo, musika weMCU watanga kuratidza zviratidzo zvekubuda kunze, uye nhau dzekutengesa dzakataura kuti fekitari yeMCU haichatengesi nemutengo wakaderera pane mutengo, uye kunyange yakawedzera zvishoma mutengo kuti udzokere kune imwe nzvimbo inonzwisisika.
Taiwan media: Zvakanaka, ona mambakwedza
Sekureva kweTaiwan media Economic Daily yakashuma kuti iyo semiconductor inventory kugadziridzwa ine shuviro yakanaka, yekutanga kutakura kumanikidzwa kwekudonha kwemitengo mumusika wemicrocontroller (MCU), iyo inotungamira bargaining mainland mabhizinesi ichangobva kumisa zano rekubvisa heta, uye zvimwe zvinhu zvakatotanga kuwedzera mutengo. MCU inoshandiswa zvakanyanya, inovhara zvemagetsi zvevatengi, mota, kutonga kwemaindasitiri uye dzimwe nzvimbo dzakakosha, uye ikozvino mutengo uri kukwira, uye kudonha kwekutanga (mutengo) kunomira kudonha, zvichiratidza kuti iyo terminal inoda inodziya, uye semiconductor musika hausi kure nemugwagwa wekupora.
Global MCU index fekitori inosanganisira Renesas, NXP, microchip, nezvimwewo, vane chinzvimbo chakakosha muindasitiri yepasirese semiconductor; Iyo fekitari yeTaiwan inomiririrwa naShengqun, New Tang, Yilong, Songhan, etc. Nekurerutsira kwemakwikwi ekubuda ropa emakambani makuru, vagadziri vakakodzera vachabatsirawo.
Indasitiri insiders yakaratidza kuti MCU inoshandiswa zvakanyanya, simba rayo ndiro misika inoshandiswa kutonga semiconductor boom vane, micro core yakabudiswa migumisiro yemari uye maonero, anofananidzwa ne "canary mumugodhi", inoratidza MCU uye kukura kwemusika kwave pedyo, uye ikozvino chiratidzo chekudzoka kwemutengo chiratidzo chakanaka mushure mekugadzirisa semiconductor inventory.
Kuti agadzirise kudzvanywa kukuru kwezvivakwa, iyo indasitiri yeMCU yakatarisana nenguva yakasviba yakaipisisa munhoroondo kubva kuchikamu chechina chegore rapfuura kusvika kuhafu yekutanga yegore rino, vagadziri veMCU vepanyika havana kurangarira mutengo wekutengesa kujekesa hesera, uye kunyange anozivikanwa anonyanya kuzivikanwa mafekitori echikamu (IDM) akapindawo munhandare yehondo. Neraki, iyo ichangoburwa mutengo wekutengesa mutengo wekutengesa uri kuuya kumagumo zvishoma nezvishoma.
Iyo fekitori yeTaiwan MCU isina kudomwa zita yakaratidza kuti nekurerutsira kwemaitiro emitengo yemabhizinesi makuru, musiyano wemitengo wezvigadzirwa zvakayambuka wakadzikira zvishoma nezvishoma, uye nhamba shoma yemirairo yekukurumidzira yakatanga kuuya, izvo zvinoita kuti kukurumidza kubviswa kwezvinyorwa, uye mambakwedza haafanire kunge ari kure.
Kuita kukweva. Handikwanise kuikungurusa
MCU sedunhu rechikamu, kune anopfuura zana emakambani epamba eMCU, zvikamu zvemusika zviri kutarisana nekumanikidzwa kwakawanda, dunhu rekuparadzanisa zvakare boka remakambani eMCU mumakwikwi, kuitira kukurumidza kuverengera, uye kuchengetedza hukama hwevatengi, vamwe vagadziri veMCU vanogona kungotsungirira kupa purofiti yakakura, kuita chibvumirano pamutengo weodha.
Nerutsigiro rwekuora mwoyo kwemusika kudiwa nharaunda, iyo mutengo hondo icharamba ichikwevera pasi kuita, kuitira kuti oparesheni inozopedzisira yauraya yakashata purofiti uye kupedza shuffle.
Muhafu yekutanga yegore rino, inopfuura hafu yemakambani makumi maviri nematatu akanyorwa eMCU akarasikirwa nemari, MCU iri kuramba ichinetsa kutengesa, uye vagadziri vakati wandei vakapedza kubatanidza uye kutora.
Sekureva kwehuwandu, muhafu yekutanga yegore rino, gumi nerimwe chete pamakumi maviri nematatu emakambani eMCU akanyorwa akawana gore negore kukura kwemari, uye kuita kwakadzikira zvakanyanya, kazhinji kupfuura 30%, uye yakanyanya kuderera tekinoroji yeGungwa yaive yakakwira se53.28%. Revenue kukura kwemigumisiro haisi yakanaka kwazvo, kukura kweinopfuura 10% imwe chete, iyo yakasara gumi iri pasi pe10%. Net profit margin, pane makumi maviri nenhatu kubva pagumi nematatu kurasikirwa, chete Le Xin tekinoroji purofiti yakanaka, asi zvakare inongowedzera 2.05%.
Panyaya yegross profit margin, gross profit margin yeSMIC yakadzikira zvakananga pasi pe20% kubva pa46.62% gore rapfuura; Guoxin Technology yakawira ku25.55 muzana kubva ku53.4 muzana gore rapera; Hunyanzvi hwenyika hwakaderera kubva pa44,31 percent kuenda pa13,04 percent; Core Sea Technology yakaderera kubva pa43.22 muzana kusvika 29.43 muzana.
Zviripachena, mushure mekunge vagadziri vawira mumakwikwi emitengo, iyo indasitiri yese yakapinda mu "denderedzwa rakashata". Vagadziri vekumba veMCU vasina kusimba vakapinda mumakwikwi emitengo yakaderera, uye vhoriyamu yemukati inoita kuti vashaye nzira yekuita zvigadzirwa zvepamusoro-soro uye kukwikwidzana nehofori dzepasirese, vachipa vatengesi vekunze vane ecological, mutengo uye kunyange kugona kugona mukana wekutora mukana.
Iye zvino musika une zviratidzo zvekudzoreredza, mabhizinesi anoda kumira kunze kwemakwikwi, zvinodikanwa kukwidziridza mune tekinoroji, zvigadzirwa, mukuzivikanwa kwemusika mukuru, zvinokwanisika kuratidza kutenderedza, kudzivirira kuguma kwekubvisa.
Nguva yekutumira: Oct-30-2023
