Gutanga ibikoresho bya elegitoronike kumabwiriza yimodokaDrive Automotive Innovation Imbere

Ibisobanuro bigufi:

Imodoka-yujuje MCU

Mubikoresho byinshi, itandukaniro ryisoko rya MCU ni ingenzi cyane.Mu gice cya mbere cyumwaka, ST marike rusange-intego ya MCU ibiciro byafashe intera ndende, mugihe ibirango nka NXP na Renesas bivugwa ko bitandukanye hagati yabaguzi nibikoresho byimodoka.Raporo iheruka yerekana ko NXP hamwe n’abandi bakiriya b’abakora ibinyabiziga byihuta byuzuza, ibyo bikaba byerekana ko ibyifuzo bya MCU byimodoka bikiri byinshi cyane.


Ibicuruzwa birambuye

Ibicuruzwa

Kuva ku isoko

Urebye ku isoko, ST, NXP, Infineon n’abandi bakora inganda zikomeye ntibarekuwe mu gutanga ibikoresho, igihe cyo gutanga kugira ngo kibungabunge ibyumweru birenga 40 cyangwa ibyumweru 52, igiciro nacyo kiri hejuru.Uyu uhagarariye ST ya F429, F427, hamwe na SAK ya Infineon nibindi bicuruzwa.

Bitewe nubushake budasubirwaho bwibikoresho byo mu rwego rwimodoka, ST, NXP nandi masomo yo mu cyiciro cy’imodoka yagumanye amafaranga yinjiza n’inyungu mu gihembwe cya kabiri, kandi ategereza ibyiringiro mu gihembwe cya gatatu.Ibinyuranyo, abaguzi rusange ibikoresho byumwimerere nabakora ibicuruzwa, igihembwe cya gatatu biragoye kubona ibyiringiro.

Hamwe nogukomeza guteza imbere ubwenge bwimodoka, ingufu nshya, amamodoka MCU biragaragara ko ari amahirwe maremare, kandi mugabanuka ryibikoresho bya elegitoroniki byabaguzi, MCU yimodoka nayo yabaye icyerekezo cyabakora ibicuruzwa "iterambere".Nyamara, ugereranije nibicuruzwa byabaguzi, MCU yimodoka itera ibibazo kubakora ibicuruzwa byaho mubijyanye nigiciro cya R&D, ibyemezo byubuziranenge, hamwe n’ikigo cy’ibidukikije, bityo rero biragoye kwagura cyane isoko ryamasoko ya MCU yimodoka mugihe gito, nabakora inganda nini bizakomeza kugenga ibidukikije byumuzingi.

Imashanyarazi ya semiconductor

Imodoka nshya ningufu za Hybrid zisimbuza umugabane wisoko ryibinyabiziga bya lisansi ku rugero runini, bigatuma imikoreshereze y’amashanyarazi ikura vuba.Kimwe na MCU, amashanyarazi yo mu rwego rwo hejuru nayo yibanda mu biganza by'umubare muto w'abakora inganda nini.Ibinyabiziga bikenerwa cyane, ariko itangwa rya semiconductor ryabaye ikibazo.Umwaka ushize, icyorezo n’umwuzure mu majyepfo y’amajyepfo ya Aziya, byibasiye Infineon yaho, NXP, ON Semiconductor hamwe n’uruganda rwa ST hamwe n’ibikoresho, byongera itandukaniro riri hagati y’ibitangwa n’ibisabwa.

Ubushobozi bunini bwuruganda bukunze gusubira inyuma, bikavamo amashanyarazi ya semiconductor hamwe nibisabwa kugirango bikomeze, hanyuma gutanga no kuzamuka ibiciro.Birasa nkaho amashanyarazi ya semiconductor ari hafi "ibikoresho bigufi" byubu, ibintu birashobora gukomeza kurenga kubisabwa kugeza umwaka utaha.

Urwego rwohejuru rwibanze

Nko mu mwaka wa 2018, TDK n’izindi nganda z’Ubuyapani zizibanda ku nyungu nyinshi z’ibicuruzwa bitwara ibinyabiziga, bituma habaho isoko ry’ibicuruzwa bitigeze bibaho mbere.Noneho uruzinduko rwahindutse, hamwe numubare munini wibisabwa na IC bitakiriho, urwego rwibarura ryibyiciro rusange byabatwara pasiporo narwo rumaze iminsi irenga 90, kandi biteganijwe ko ruzakurikirwa no kugabanuka kwibiciro 3% -6%.Hashingiwe ku bicuruzwa rusange bikunda guca intege uko isoko ryifashe, inganda zo muri Tayiwani nk’igihangange cy’igihugu zatangiye kongera cyane igipimo cy’ibicuruzwa byinjiza inyungu nyinshi.

Mubicuruzwa bya elegitoronike, imiyoboro ihuriweho hamwe nibice bya pasiporo nibisabwa byuzuzanya, ibikoresho bya elegitoroniki byabaguzi mubukonje, byanze bikunze bizana abaguzi MCU, PMIC hamwe nibice rusange byigenga hamwe no kugabanuka kubisabwa, mugihe ibyifuzo byimodoka bikiri bikomeye, murwego rwimodoka. MCU hamwe nu rwego rwo hejuru imbaraga za semiconductor ibura no kwiyongera kwibiciro, ibice byo mu rwego rwo hejuru passiyo hamwe nizamuka rimwe nabyo birateganijwe.

Imiyoboro y'itumanaho

Vuba aha, Broadcom iteganijwe kuzamura igiciro cyitumanaho ryitumanaho rya 6% -8% guhera mumwaka utaha, izamuka ryibiciro ugereranije nicyerekezo cyimuka ryerekana isoko ryitumanaho ryurusobe hamwe nisoko ryimodoka kuko ibisabwa birenze gutanga.Ku mpamvu yo kuzamuka kw'ibiciro, Broadcom yavuze ko kubera ko ibihugu biteza imbere iyubakwa ry’imishinga ya 5G, 5G na Wi-Fi 6 bikenewe cyane, imiyoboro y'itumanaho ry’itumanaho irabura, bityo ifata icyemezo cyo kuzamura ibiciro.

Mugihe cyo kubura umuvuduko wibanze, isoko ryitumanaho ryitumanaho rirenze MCU, PMIC nibindi bikoresho bihindagurika ni bito, ariko mugihe habuze umuvuduko ukabije wamazi, isoko ryitumanaho ryitumanaho rirasa "rirwanya", bityo ko Broadcom nizindi nganda ziracyafite ubushobozi bwo kuzamura ibiciro.Kimwe n’ibikoresho by’imodoka, itumanaho rya Wi-Fi 6 na 5G naryo rizatanga amahirwe menshi yigihe kirekire, kugirango habeho gukenera cyane chip ya Netcom kugirango izamuke neza.

Umwanzuro: gutanga no gusaba guhinduka, ukeneye guhinduka mugihe gikwiye

Ibikoresho bya elegitoroniki byabaguzi mubukonje, bikavamo ubwoko butandukanye bwibigize isoko kugabanuka, inganda zubu zumvikanyweho zahinduwe kugirango zibungabunge ibihembwe bibiri kugeza kuri bitatu, birashobora kugaragara ko inganda za semiconductor cycle zafunguye, benshi mubakwirakwiza, terminal guhunika ibitekerezo rwose biratandukanye no kubura ibihe byingenzi byamazi.

Ariko mubihe rusange byamasoko, amamodoka, netcom nibindi bikorwa bitewe ninganda zinganda zigihe kirekire inyungu, ibikoresho bifitanye isano biracyakomeza kuboneka muke.Ikigaragara ni uko amasosiyete menshi ya chip yatakaje imikorere kubera igabanuka rya elegitoroniki y’abaguzi azahindukira ku bikoresho by’imodoka kugira ngo akure, ku bagurisha ibicuruzwa, guhindura igihe ku ngamba z’imigabane nabyo birakenewe, uburyo bwo gushyira mu gaciro hagati y’isoko rya semiconductor cycle n’urunigi rw’inganda igihe kirekire amahirwe yigihembwe azaba ingenzi cyane.


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