Raws li Taiwan xov xwm Juheng.com, raws li cov khoom siv tsis ntev los no,lub zog tswj chip(PMIC) lub sij hawm destocking cov khoom yuav ntev dua li qhov kev xav tau, thiab nws xav tias kev lag luam yuav ua tiav destocking hauv Q3 xyoo tom ntej, thiab kev thov tsis muaj zog raws li qhov xav tau.
Ntawm cov neeg siv khoom, cov khoom muag tam sim no ntawm cov khoom lag luam qis xws li xov tooj ntawm tes, PCs, thiab cov khoom siv hluav taws xob tseem muaj siab, thiab qhov tseeb dematerialization ceev yog qis dua li qhov xav tau, thiab cov khoom muag hnub ntawm cov tuam txhab loj yog li 130 hnub rau 150. hnub, uas yog qhov siab dua qhov nruab nrab ntawm 80 hnub mus rau 100 hnub nyob rau xyoo dhau los, thiab xav tias yuav muaj lub sijhawm los pom kev hloov pauv hauv lub quarter thib ob ntawm xyoo tom ntej.
Hais txog kev siv tsheb thauj mus los, qee tus neeg muag khoom tau taw qhia tias hauv PMIC, tshwj tsis yog rau thaj chaw tsheb, kev hloov kho cov khoom lag luam tag nrho cov khoom lag luam yuav tsis ua tiav kom txog rau thaum lub quarter thib ob thiab thib peb ntawm 2023. Automotive module manufacturers tau hais tias qee qhovautomotive chipstau pib txo qis tsis ntev los no, suav nrog cov tsav tsheb ICs, PMICs thiab qee qhov tswj ICs.Txawm li cas los xij, lub peev xwm ntau lawm tsis tau mus txog rau theem uas nws tuaj yeem so kom txaus, thiab kev txaus siab ntawm cov khoom siv hluav taws xob hauv tsheb hauv 2023 tsuas yog kwv yees li 80%.
Hais txog tus nqi, qee cov tuam txhab lag luam kuj raug txwv los ntawm Texas Instruments.Thaum Lub Kaum Hli, nws tau tshaj tawm tias Texas Instruments yuav txo tus nqi PMIC, thiab tus nqi tsov rog hauv lub hwj chim tswj nti (PMIC) kev lag luam tab tom yuav tawg.Texas Instruments yog rumored kom tau txais ib tug ntau saj zawg zog pricing tswv yim rau PMIC raws li tshiab muaj peev xwm raug tso tawm thiab xav tau kev cia siab dim.
Raws li cov khoom siv saw, Texas Instruments yuav muab cov luv nqi ntawm 8% mus rau 15% nyob ntawm cov khoom thiab ntau.
Tom qab kev tso tawm ntawm Texas Instruments '12-nti tsim muaj peev xwm, tus nqi ntawm 12-nti yog 35% -40% qis dua li ntawm 8 ntiv tes, muab nws nrog ntau qhov chaw hauv nqe zoo, thiab cov neeg siv khoom yuav txaus siab rov qab mus rau nws cov khoom, tshwj xeeb tshaj yog automotive thiab industrial cov neeg muas zaub.
Qee tus neeg sab hauv tau hais tias qhov kev tuaj txog ntawm Texas Instruments 'cov nqi hloov pauv hloov pauv tau ua ntej tshaj li qhov xav tau, thiab tus nqi txo kuj yog ntau tshaj qhov xav tau, thiab lwm cov tuam txhab lag luam hauv kev lag luam tuaj yeem ua raws li tus nqi txo, lossis ntau dua los tswj kev lag luam, txhawj xeeb. hais tias tus nqi tsov rog nyob rau hauv thawj ib nrab ntawm lub xyoo tom ntej tej zaum yuav khaus ntau.
Tib lub sijhawm, PMIC cov neeg siv khoom lag luam tau thov kom PMIC cov nqi rov qab mus rau theem ua ntej muaj kev sib kis, 20% -30% qis dua qib tam sim no, thiab cov nqi PMIC qis yuav tsum poob qis.
Tus thawj tswj hwm ntawmhwj chim tswj chipChaw tsim tshuaj paus Silicon Lijie tau hais tias cov neeg siv khoom lag luam hloov kho lub voj voog tau txuas ntxiv mus rau thawj ib nrab ntawm xyoo tom ntej tshaj li qhov xav tau.Tam sim no, ntau qhov kev txiav txim raug ncua, ntxiv rau cov neeg siv khoom tsis muaj zog, cov khoom lag luam tswj kev lag luam kuj tseem tau hloov kho qis dua, tsuas yog qhov kev thov rau lub zog tshiab tsheb muaj zog, thiab xav tias lub quarter thib plaub thiab thawj peb lub hlis tom ntej. xyoo yuav nyob rau hauv cov khoom muag kho theem.
Post lub sij hawm: Jan-05-2023