Joalo ka ha bohle re tseba, "golden robong le silevera ten" ke nako e tloaelehileng ea tlhoro ea thekiso ea likoloi, empa ketsahalo ea "khaello ea mantlha" e bakoang ke ho ata ha seoa sa mose ho maoatle e ntse e mpefala.Linatla tse ngata tsa likoloi lefatšeng ka bophara li qobelloa ho fokotsa tlhahiso kapa ho emisa tlhahiso ka nakoana ho tloha ka Phato ho isa Loetse.Matla a macha "Rookies" a boetse a fetotse litebello tsa bona tsa thekiso bakeng sa kotara ea boraro, e leng se etsang hore palo ea transaction ea mabenkele a 4S le barekisi ba likoloi ba fokotsehe nakong ea "golden nine" le "ha ho likoloi tse ka rekisoang" Ho bonahala eka ke ntho e ncha e tloaelehileng. ea barekisi ba bang le barekisi ba likoloi.
Holimo: Li-chips tsa Auto li ile tsa phahama ka mokhoa o makatsang ka ho fetesisa
Ha e le hantle, likoloi, lisebelisoa tsa elektronike tsa bareki, phekolo ea meriana, LEDS esita le lipapali tsa ho bapala li se li le mela ea 360, 'me ho na le khaello ea li-chips.Lebaka leo ka lona "khaello ea mantlha ea likoloi" e leng pele ke hore li-chips tsa koloi li phahame ka mokhoa o makatsang ka ho fetesisa.
Ho latela lethathamo la nako, ka tšusumetso ea COVID-19, kotareng ea pele ea 2020 feela, lifeme tse makholo tsa likoloi li ile tsa emisoa ka lebaka la taolo e koetsoeng, khaello ea likarolo le khaello ea mesebetsi.Karolong ea bobeli ea selemo, 'maraka oa lefatše oa likoloi o ile oa hlaphoheloa ka tšohanyetso,' me thekiso ea mefuta e fapa-fapaneng e ile ea boela ea eketseha, empa matla a ka sehloohong a tlhahiso ea baetsi ba li-chip ba kenngoa liindastering tse ling.Ho fihlela joale, sehlooho sa "khaello ea lisebelisoa tsa likoloi" se ile sa senya indasteri eohle ka lekhetlo la pele.
Mabapi le mefuta e ikhethileng, ho tloha ka 2020 ho isa ho 2021q1, li-chips tse felileng ka matla ke MCU e kentsoeng ho ESP (body electronic stability system) le ECU (electronic control unit).Har'a bona, barekisi ba ka sehloohong ba ESP ke Bosch, ZF, Continental, Autoliv, Hitachi, Nisin, Wandu, Aisin, joalo-joalo.
Leha ho le joalo, ho tloha ka 2021q2, seoa sa covid-19 naheng ea Malaysia, limela tsa ho paka le ho hlahloba tsa lik'hamphani tse kholo tsa machaba tsa machaba naheng li qobelletsoe ho koala ka lebaka la seoa sena, mme khaello ea lefats'e ea phepelo ea likoloi tsa likoloi e ntse e mpefala le ho feta.Matsatsing ana, khaello ea lichifi tsa likoloi e hasane ho tloha MCU ho ESP / ECU ho isa ho millimeter wave radar, li-sensor le lichifi tse ling tse khethehileng.
Ho tloha 'marakeng oa sebaka, lintlha tse fanoeng ke Tsamaiso ea Naha ea tsamaiso le tsamaiso ea' maraka li bontša hore tlas'a boemo ba phepelo e leka-lekaneng le tlhokahalo, sekhahla sa keketseho ea theko ea barekisi ba likoloi tsa likoloi hangata ke 7% - 10%.Leha ho le joalo, ka lebaka la khaello e akaretsang ea li-chips, li-chips tse ngata tsa likoloi tse tsamaisoang 'marakeng oa Huaqiang North li eketsehile ka makhetlo a fetang 10 nakong ea selemo.
Ntlheng ena, ’muso o ile oa qetella o nkile moferefere oa ’maraka oa lipolotiki!Ho ile ha tlalehoa mathoasong a Loetse hore likhoebo tse tharo tsa kabo ea li-chip tsa likoloi li ile tsa lefisoa kakaretso ea li-yuan tse limilione tse 2.5 ke Tsamaiso ea Naha ea taolo le tsamaiso ea 'maraka ka lebaka la ho nyolla theko ea li-chips tsa makoloi.Ho tlalehoa hore likhoebo tsa kabo e kaholimo li tla rekisa li-chips ka theko ea theko e ka tlase ho li-yuan tse 10 ka theko e phahameng ea li-yuan tse fetang 400, ka keketseho ea theko e phahameng ka makhetlo a 40.
Joale khaello ea chip ea lintlha tsa koloi e ka fokotsoa neng?Tumellano ea indasteri ke hore ho thata ho e rarolla ka ho feletseng ka nako e khutšoanyane.
Mokhatlo oa China Automobile Industry Association o boletse ka Phato hore khaello ea lefats'e ea li-chip e bakiloeng ke baetsi ba likoloi ho fokotsa tlhahiso ha e na monyetla oa ho rarolloa haufinyane hobane seoa sena se ntse se tsoela pele ho ata likarolong tse ngata tsa lefatše.
Ho ea ka ponelopele ea Ihsmarkit, phello ea khaello ea chip tlhahiso ea likoloi e tla tsoela pele ho fihlela kotara ea pele ea 2022, mme phepelo e ka ba e tsitsitseng karolong ea bobeli ea 2022, mme e qala ho hlaphoheloa halofo ea bobeli ea 2022.
Mookameli oa Infineon Reinhard Ploss o boletse hore ka lebaka la khatello e phahameng ea litšenyehelo tsa baetsi ba semiconductor le tlhokahalo e ntseng e le holimo, litheko tsa chip li lebeletsoe ho nyoloha haholo.Ho tloha ka 2023 ho isa ho 2024, 'maraka oa semiconductor o ka phahama, mme bothata ba ho fana ka thepa e ngata le bona bo tla hlaha.
Hlooho ea khoebo ea Volkswagen's Americas e lumela hore tlhahiso ea likoloi tsa US e ke ke ea khutlela ho tloaelehileng ho fihlela halofo ea bobeli ea 2022.
Midstream: “letsoho le robehileng la monna ea matla” ho sebetsana le tšusumetso ea mantlha e sieo
Tlas'a tšusumetso ea khaello e tsoelang pele ea phepelo ea li-chip, lik'hamphani tse ngata tsa likoloi li tlameha ho "roba matsoho" ho phela - khetho e ntle ka ho fetisisa ke ho etelletsa pele phepelo ea mefuta ea mantlha, haholo-holo likoloi tse ncha tse thathamisitsoeng morao tjena le matla a macha a rekisoang a chesang. likoloi.Haeba e sa thuse, e tla fokotsa tlhahiso ea nakoana le ho emisa tlhahiso.Etsoe, “ho phela ho bohlokoa ho feta eng kapa eng”.
(1) Likhoebo tsa likoloi tsa setso, tlhahiso e tloaelehileng e bile "potlako ka botlalo".Ho latela lipalo-palo tse sa phethahalang, ho tloha ka Phato ho isa Loetse, likhoebo tsa likoloi tse phatlalalitseng phokotso ea nako e khuts'oane ea tlhahiso le ho koala li kenyelletsa:
Honda e phatlalalitse ka la 17 Loetse hore ho lebeletsoe hore tlhahiso ea likoloi tsa lifeme tsa eona Japane ho tloha ka Phato ho isa Loetse e tla ba 60% e tlase ho feta moralo oa pele, mme tlhahiso e tla fokotseha ka hoo e ka bang 30% mathoasong a Mphalane.
Toyota e phatlalalitse ka Phato hore lifeme tsa eona tse 14 Japane li tla emisa tlhahiso ka likhato tse fapaneng ka lebaka la khaello ea li-chip ka Phato le Loetse, ka nako e telele ea ho koala matsatsi a 11.Ho lebelletsoe hore tlhahiso ea likoloi ea lefats'e ea Toyota e tla fokotseha ka 330000 ka Mphalane, e leng karolo ea 40% ea moralo oa pele oa tlhahiso.
Subaru e boetse e phatlalalitse hore nako ea ho koala feme ena le feme ea Yadao ea Setsi sa tlhahiso ea Gunma (Taitian City, setereke sa Gunma) e tla eketsoa ho fihlela la 22 Loetse.
Ntle le moo, Suzuki e tla emisa tlhahiso fekthering ea Hamamatsu (Hamamatsu City) ka la 20 Loetse.
Ho phaella Japane, likhoebo tsa likoloi tsa United States, Jeremane le linaheng tse ling le tsona li emisitse tlhahiso kapa ho fokotsa tlhahiso.
Ka la 2 Loetse nako ea lehae, General Motors e phatlalalitse hore limela tse 8 ho tse 15 tsa Amerika Leboea li tla emisa tlhahiso libekeng tse peli tse tlang ka lebaka la khaello ea lichifi, AP e tlaleha.
Ho feta moo, Ford Motor Company e ile ea boela ea phatlalatsa hore e tla emisa tlhahiso ea literaka sebakeng sa kopano Kansas City libekeng tse peli tse tlang, ’me lifeme tse peli tsa literaka Michigan le Kentucky li ne li tla fokotsa lichifi tsa tsona.
Skoda le setulo, litšehetso tsa Volkswagen, ka bobeli li fane ka lipolelo tse reng lifeme tsa bona li tla emisa tlhahiso ka lebaka la khaello ea li-chips.Har'a bona, fektheri ea Skoda Czech e tla emisa tlhahiso bakeng sa beke e le 'ngoe qetellong ea September;Nako ea ho koala ha semela sa SIAT'S Spanish e tla eketsoa ho 2022.
(2) Likoloi tse ncha tsa motlakase, sefefo sa "khaello ea mantlha" se fihlile.
Le hoja bothata ba "khaello ea mantlha ea likoloi" bo hlahella, thekiso ea likoloi tse ncha tsa motlakase e ntse e chesa lilemong tsa morao tjena 'me hangata e ratoa ke chelete.
Ho latela lintlha tsa khoeli le khoeli tsa China Automobile Industry Association, thekiso ea likoloi tsa China ka Phato e ne e le limilione tse 1.799, e theohile ka 3.5% khoeli le khoeli le 17.8% selemo le selemo.Leha ho le joalo, 'maraka o mocha oa likoloi tsa China o ntse o sebetsa ho feta' maraka, mme tlhahiso le thekiso li ile tsa tsoela pele ho hola khoeli le khoeli le selemo le selemo.Bophahamo ba tlhahiso le thekiso bo feta 300000 ka lekhetlo la pele, ho fihlela rekoto e ncha.
Ho makatsang ke hore “ho otla ha sefahleho” ho ile ha tla kapele.
Ka la 20 Loetse, koloi e loketseng e phatlalalitse hore ka lebaka la ho tsebahala ha covid-19 naheng ea Malaysia, tlhahiso ea lichifi tse khethehileng bakeng sa barekisi ba radar ea millimeter wave e ile ea sitisoa haholo.Hobane sekhahla sa ho hlaphoheloa ha chip se tlase ho feta kamoo ho neng ho lebelletsoe, khamphani joale e lebelletse hore likoloi tse ka bang 24500 li tla tlisoa kotareng ea boraro ea 2021, ha li bapisoa le likoloi tse 25000 ho isa ho tse 26000 tse boletsoeng esale pele.
Ha e le hantle, koloi ea Weilai, k'hamphani e 'ngoe e ka sehloohong har'a baetsi ba likoloi tse ncha tsa malapeng, e boetse e boletse mathoasong a September hore ka lebaka la ho se tsitse le ho hloka botsitso ha phepelo ea semiconductor, hona joale e theola ponelopele ea eona ea ho fana ka kotara ea boraro ea selemo sena.Ho latela se boletsoeng esale pele, phano ea likoloi karolong ea boraro ea selemo sena e tla fihla ho 225000 ho isa ho 235000, e tlase ho feta tebello e fetileng ea 230000 ho 250000.
Ho tlalehoa hore koloi e loketseng, Weilai koloi le Xiaopeng ke likoloi tse tharo tse etellang pele tsa ho qala likoloi tsa motlakase Chaena, tse qothisanang lehlokoa le Tesla, moetsi oa likoloi tsa motlakase oa Amerika, le lik'hamphani tsa lehae tse kang Geely le Great Wall Motors.
Hona joale koloi e loketseng le koloi ea Weilai ka bobeli ba theotse litebello tsa bona tsa ho fana ka Q3, e leng se bontšang hore boemo ba likoloi tse ncha tsa matla ha bo betere ho feta tsa lithaka tsa bona.Bakeng sa matla a tlhahiso ea likoloi, seoa se ntse se le kotsi e kholo.
Ho hlokometsoe hore mebuso e mengata ea Europe le Amerika e tlile ho buisana le Malaysia, ka tšepo ea hore Malaysia e ka etelletsa pele phepelo ea lichipisi tsa likoloi likhoebong tsa eona tsa makoloi.Liofisiri tse phahameng tsa likhoebo tsa likoloi tsa China li kopile phatlalatsa hore mmuso o hokahanye taba ena.
Ho theosa: karache "ha e na letho" mme morekisi "ha a na likoloi tseo a ka li rekisang"
"Khaello ea mantlha" e lebisitse phokotsong ea tlhahiso le thomello ea bahlahisi ba mahareng, e bakileng khaello e kholo ea lethathamo la likhoebo tse tlase tsa mebaraka, mme e bakile karabelo e itseng 'marakeng oa likoloi oa lefatše.
Ea pele ke ho theoha ha thekiso.Ho ea ka datha ea China Automobile Circulation Association, e anngoeng ke khaello ea lichifi tsa likoloi, thekiso ea mabenkele ea 'maraka oa likoloi tsa baeti oa China e fihlile ho 1453000 ka Phato 2021, phokotso ea selemo le selemo ea 14.7% le khoeli ka khoeli e fokotseha ka 3.3 % ka Phato.
Ho ea ka boitsebiso bo fanoeng ke European Association of baetsi ba likoloi ka September 16, ho ngolisoa ha likoloi tse ncha Europe ho fokotsehile ka 24% le 18% selemo le selemo ka ho latellana ka July le August selemong sena, e leng likhoeli tse peli le ho fokotseha ho hoholo ho tloha pheletsong ea koluoa ea moruo ea libaka tsa euro ka 2013.
Taba ea bobeli, karache ea barekisi "ha e na letho".Ho ea ka litlaleho tsa mecha ea litaba ea malapeng, barekisi ba bang ba tlalehile hore ho tloha bofelong ba July, ho bile le khaello ea phepelo e akaretsang ea mehlala e tummeng tsamaisong ea DMS ea barekisi, 'me ho tloha karolong ea boraro, litaelo tse ngata tsa likoloi li ntse li fana ka likoloi tse ling ka nakoana, 'me likoloi tse ling ha li na likoloi tse teng.
Ho feta moo, nako ea thepa le thekiso ea barekisi ba bang e theotsoe ho matsatsi a ka bang 20, e leng tlase haholo ho feta boleng ba bophelo bo lemohuoang indastering bakeng sa matsatsi a 45.Sena se bolela hore haeba boemo bona bo ntse bo tsoela pele, bo tla tšosa haholo ts'ebetso ea letsatsi le letsatsi ea barekisi.
Ka mor'a moo, ho ile ha e-ba le ts'ebetso ea ho eketseha ha theko 'marakeng oa likoloi.Motsamaisi-kakaretso oa lebenkele la 4S la Beijing o boletse hore ka lebaka la khaello ea li-chips, bophahamo ba tlhahiso bo nyane hona joale, 'me likoloi tse ling le tsona li hloka litaelo.Ha ho na stock e ngata, ka keketseho ea karolelano ea li-yuan tse 20000.
Hoa etsahala hore ho na le nyeoe e tšoanang.'Marakeng oa likoloi oa US, ka lebaka la phepelo e sa lekaneng ea likoloi, theko e tloaelehileng ea ho rekisa likoloi tsa US e feta $ 41000 ka August, tlaleho e phahameng.
Qetellong, ho na le taba ea hore barekisi ba likoloi tsa mabothobotho ba reka likoloi tse sebelisitsoeng ka theko ea invoice.Ho tlalehoa hore hajoale, mabenkele a mang a 4S a likhoebo tsa makoloi a majabajaba a Jiangsu, Fujian, Shandong, Tianjin, Sichuan le libaka tse ling a qalile mosebetsi oa ho nchafatsa likoloi tse sebelisitsoeng ka litheko tsa litekete.
Ho utloisisoa hore theko e phahameng ea ho sebelisoa ha likoloi tsa khale ke boitšoaro ba barekisi ba likoloi tsa maemo a holimo feela.Bahoebi ba bang ba likoloi tse majabajaba ba nang le mehloli ea likoloi e batlang e lekana le litheko tse ncha tsa likoloi ha baa ka ba nka karolo.Morekisi oa mofuta oa mabothobotho o boletse hore pele ho khaello ea li-chip, mefuta e mengata ea li-brand tsa mabothobotho e ne e e-na le litheolelo ho litheko."Theko ea theko ea koloi lilemong tse peli tse fetileng e ne e feta lintlha tse 15.Re e bokelletse ho latela theko ea invoice mme ra e rekisa ka theko ea likoloi tse ncha, ka phaello e fetang 10000. ”
Bahoebi ba ka holimo ba boletse hore barekisi ba tobana le likotsi tse itseng ha ba sebelisa likoloi tse sebelisitsoeng hape ka litheko tse phahameng.Haeba ho na le palo e kholo ea likoloi 'me tlhahiso ea likoloi tse ncha e eketseha ka nako e khutšoanyane, thekiso ea likoloi tse sebelisitsoeng e tla ameha.Haeba e ke ke ea rekisoa, likoloi tse sebelisitsoeng tse fumanoeng ka theko e phahameng li tla rekisoa ka theko e tlase.
Nako ea poso: Sep-23-2021