Nyob rau hauv nruab nrab ntawm 2023, vim qhov qeeb rov qab ntawm kev thov thiab lub sijhawm ntawm cov saw hlau, nws tuaj yeem txiav txim siab 2-0 tias nws yuav ntev dua li qhov xav tau yav dhau los.Qhov kev thov rau cov khoom siv dav dav nyob ntawm qhov kev txhawb nqa ntawm lub caij nyoog siab tshaj plaws.Tseem muaj ntau tus nqi siab ntawm cov qauvcov khoom siv tsheb.Raws li lub suab nrov lag luam tiaj tus, kev ua lag luam ntawm GPU daim npav yog qhov muag pom, thiab AI daim ntawv thov tau muab tso nrog kev cia siab siab, thiab nws cia siab tias nws yuav tsav ntau tus chip xav tau.
Hauv rau lub hlis dhau los, kev lag luam saw tau pib nyob rau theem destocking.Raws li ob qhov kev cuam tshuam ntawm kev txhim kho txuas ntxiv ntawm cov khoom lag luam qub thiab kev xav tau uas tseem tsis tau txhawb nqa, kev ua lag luam rau cov khoom siv IC lub hom phiaj tseem txuas ntxiv mus rau qhov qub.
Lub hom phiaj tseem ceeb tshaj plawsMCUs nyob rau hauv kev ua lag luam, cov qauv tseem ceeb MCU xws li TMS320, STM32F103, thiab STM32F429, txhua tus muaj qhov sib txawv ntawm cov nqi poob qis hauv ib nrab xyoo.Tus nqi sib txawv ntawm MCUs ua tau zoo xws li STM32H743 thiab STM32H750 kuj tseem poob qis hauv ib nrab xyoo.Vim tias qhov kev thov poob qis, kev txhim kho cov khoom lag luam los ntawm cov tuam txhab qub, thiab kev loj hlob ntawm kev hloov hauv tsev, MCUs tseem ceeb yuav tsis tawm ntawm cov khoom lag luam thiab nce nqi, thiab kev lag luam yuav ua haujlwm li qub.
Nyob rau theem no, cov khoom siv nrog cov khoom siv tsawg thiab cov nqi siab tseem muaj nyob hauv cov khoom sivautomotive teb.Cov qauv xws li MPC5554MVR132, 03853QDCARQ1, VNH5019ATR-E, thiab lwm yam yog nyob rau hauv kev xav tau siab vim hais tias lawv tab tom yuav raug txiav tawm lossis hloov tsis tau, thiab tam sim no hloov pauv ntawm plaub tus lej siab.
Feem ntau, kev nce siab hauv kev thov hauv AI kev ua lag luam yuav ua rau muaj kev cuam tshuam ntxiv rau cov chaw tsim khoom, tab sis qhov kev thov qeeb ntawm lub xov tooj ntawm tes SoCs txhais tau hais tias lub voj voog destocking ntawm kev lag luam saw tseem txuas ntxiv mus.Kev tshawb fawb lub tuam txhab IDC kwv yees tias lub ntiaj teb wafer foundry kev lag luam yuav poob me ntsis los ntawm 6.5% xyoo no, thiab kev rov qab los ntawm kev lag luam foundry tej zaum yuav tsis paub txog thaum pib lub voj voog tshiab rau xyoo tom ntej.
Post lub sij hawm: Lub Xya hli ntuj-14-2023