Sekureva kwe Associated Press of Finance, "kudiwa kweIGBT padanho rekutsanangurwa kwemotokari kwakapfuura zvinotarisirwa gore rino."Wemukati memugadziri weIGBT wepamba akadaro kumutori wenhau nemanzwiro.
Mutori wenhau weAssociated Press of Finance akadzidza kubva kune vakawanda vanogadzira IGBT vane hukama muChina kuti mazhinji emitsetse mitsva yekugadzira yemakambani mazhinji ari munguva yekukwira.Parizvino, pane maodha akakwana mumaoko, uye pane kuseri kweodha.Hunhu huripo huchiri kukwanisa kuzadzisa kudiwa kwemusika.Makambani ese ari muindastiri anotenda kuti kunyangwe vagadziri vese vari mushishi kuwedzera kugadzirwa, zvinotora ingangoita mwedzi makumi maviri nemana kuti chirongwa chitsva chekuwedzera chiiswe mukugadzira.Iko kuchiri kutanga kufanotaura kupihwa uye kudiwa kwechiyero poindi, uye inotevera maodha matsva kana musika uchasimuka.
Ikozvino kune dzvinyiriro huru yekuvimbisa kuwanikwa, uye maodha matsva ekuwedzera anovharwa pachine nguva
"Kubva gore rino, kugadzirwa uye kutengeswa kwemotokari dzemagetsi kwave kukwira, uye munhu wese (vagadziri vemotokari) anofanirwa kushandisa chinhu ichi (IGBT)."Mumwe munhu anobva kubazi rinoona nezvekuchengetedzwa kwemagetsi reTimes Electric (688187. SH) akaudza Associated Press of Finance kuti, “Kuwanda kwemotokari dzemagetsi gore rino kwakapfuura zvinotarisirwa nekambani, uye vagadziri vekunze havakwanisi kupa zvinhu zvakawanda kudaro.Parizvino, iwindo renguva apo kudiwa kunodarika huwandu hwekugadzira. "
Mumwe wezvekutengesa zvinhu akaudza mutori wenhau kuti, "Kuwedzeredza, semuenzaniso, mutengi anoda zviuru zana zveIGBT, nepo kambani ichingokwanisa kupa zviuru, sezvingabvira munhu wese anokunda mutungamiri, nekuti izvi zvinokanganisa kugadzirwa kwemota yese."Muchokwadi, vatengesi vazhinji vasvika pakubvumirana kuti gap rekupa uye kudiwa kweIGBTs mune yakatarwa mota inosvika makumi mashanu%.Mutori wenhau akasimbisa kubva mukutaurirana nemakambani mazhinji ane hukama kuti huwandu huripo hwatengeswa kunze.Kana iyo geji yemotokari IGBT iri kushomeka, kumanikidzwa kwekutakura kwakakwira, uye mirairo iri muruoko yakarongwa kusvika pakupera kwegore rino kana kunyange gore rinouya.
Zvinoenderana neazvino ongororo pfupiso yeTime Electric, akawanda maodha akawanikwa nevatengi nguva pfupi yadarika.Mumwedzi ichangopfuura, takawanzogamuchira vatengi vanokosha vakawanda.Kuti tiwedzere zviuru zveIGBT mukota, tiri kushingaira kutaurirana nekambani.Parizvino, IGBT muChina iri mupfupi, uye kumanikidza kweiyo indasitiri yese kuchave kwakanaka gore rinouya.
Vanhu vanobva kudhipatimendi rekuchengetedza reHongwei Technology (688711. SH) vakati kukwanisa kwemutsara mutsva wekugadzira we IGBT module, mutyairi mukuru wemotokari itsva yemagetsi, ari kukwira kumusoro, nekukwanisa kusvika makumi ezviuru zvezvidimbu pamwedzi.Kuzadzwa kwezvirevo zvemotokari muruoko kunogona kugara kusvika pakupera kwegore.Iyo kambani ikozvino yave kunetseka pamusoro pekuti iyo kuendesa inogona kusangana nezvinodiwa nevatengi munguva yakakodzera.Nekuzoburitswa kwesimba rekugadzira, zvinotarisirwa kuti chikamu chemari yebhizinesi iri chiwedzere gore rinouya.
Nhoroondo yezvemari ye Stargate Semiconductors (603290. SH) inoratidza kuti muhafu yekutanga yegore, mutyairi mukuru weIGBT modules akaenderera mberi kusunungurwa, achitsigira zvinopfuura 500000 motokari itsva dzemagetsi.Zvinotarisirwa kuti nhamba yemotokari dzinotsigira icharamba ichiwedzera muhafu yechipiri yegore.Pakazopera hafu yekutanga yegore, zvikwereti zvekondirakiti zvakanga zvawedzera kanoda kusvika kana kupfuura nguva yapfuura.
Nyanzvi yehunyanzvi kubva kune yakadzika mota inogadzira yakaongorora mutori wenhau ndokuti iyo IGBT yemhando yemotokari inonyanya kuve Infineon, inodarika makumi mashanu%.Parizvino, iyo IGBT yemumba inogona chete kugadzirwa neStarr Semi conductor, BYD uye Time Electric.Fuman electronic data inoratidza kuti Q3 inotungamira nguva yeInfineon IGBT ndeye 39-50 mavhiki.
Kufambira mberi kwekuwedzera kwevagadziri vanotungamira mhiri kwemakungwa kwakaderera pane zvaitarisirwa, uye nguva yekuendesa inoramba ichiwedzera.Vagadziri vemotokari dzemudzimba vari kugamuchira zvishoma nezvishoma IGBT yemumba nekuda kwekuchengetedza cheni, uye vanofarirawo kurima vagadziri veIGBT vekumba.2022 ichave zvakare gore apo chikamu chevagadziri veIGBT vepamba chichawedzera zvakanyanya.
Vanhu vataurwa pamusoro peHongwei Technology Securities Department vanotenda kuti pane zvikonzero zvakawanda.Kutanga, vagadziri vemotokari vakawedzera kucherechedzwa kwavo kwemhando dzepamba (IGBT);Chechipiri, mukaha uripo pakati pezvigadzirwa zvemumba nekune dzimwe nyika wakadzikira mushure mekuvandudzwa kwehunyanzvi hwepamusoro;Chechitatu, zvigadzirwa zvemumba zvinodhura zvakanyanya;Chechina, mhinduro yekuendesa yakanga iri nguva.
Mutengo weIGBTs wepamba unogona kukwira pamwe nemusika, uye iyo yekugovera uye yekuda chiyero poindi iri kure pasi pemvura yekuwedzera kwekugadzira.
MunaSeptember gore rino, huwandu hwekutengesa kwemotokari itsva dzevafambisi dzakasvika 611000, rekodhi yakakwirira mumwedzi mumwe chete.Guotai Jun'an anotarisira kuti kutengeswa kwepamba kwemotokari itsva yemagetsi kuchapfuura mamiriyoni 6.5 muna 2022. Kugadzirwa kwemotokari itsva yemagetsi kunoramba kuchipfuura zvinotarisirwa, kukurudzira kushandiswa kweIGBT muzvinyorwa zvemotokari.Muna 2021, chikamu chemusika chemotokari nyowani dzemagetsi mukudzika kweIGBT muChina ichave 31%, uye mutengo weIGBT uchaita 7% - 10% yemutengo wemotokari.
Pasi pekusaenzana kwazvino pakati pekupa uye kudiwa, vagadziri vakuru vepamba vari kuwedzera kugadzirwa kwavo.Parizvino, huwandu hwePase II yeTimes Electric iri padyo neiyo dhizaini inokwana 240000 zvidimbu.Kambani inoronga kuisa 5.826 bhiriyoni yuan mukuvaka kweYixing purojekiti, iyo inogona kuwedzera huwandu hwekugadzira 360000 zvidimbu zve8-inch yepakati uye yakaderera voltage module base zvinhu gore negore mushure mekusvika pakugona;Smurvey (600460. SH) inoronga kuwedzera kugadzirwa kwepagore kwe360000 zvidimbu zve 12 inch chip production line, uye kuwedzera 120000 zvimedu zveFS-IGBT power chips pagore mushure mekunge vasvika pakukwanisa… Mamwe mabhizinesi ari kupinda mukugadzirwa kweIGBT.
Iyo inflection poindi yekugovera uye kudiwa kweIGBT yemotokari yakatarwa ichabuda rinhi?Panyaya iyi, makambani mazhinji akanyorwa akakodzera akaudza vatori venhau kuti kubva kune yazvino kurongeka mamiriro uye maitiro ekuwedzera kugadzirwa kweramangwana, kusvika kweiyo dhizaini uye yekuda chiyero poindi inogona kunge yakanyanyisa.
Zvinoenderana nekuongororwa kwemutori wenhau nedhipatimendi rataurwa pamusoro pemacro uye micro tekinoroji security, mitsetse mitsva yekugadzira yeIGBT yakapfuura yakaomesesa yemhando yekuongorora uye kutenderera kwekuyedza, uye haigone kugadzirwa mushure mekunge michina yavapo.Kunyangwe chiyero chekuwedzera kwakarongwa kweindasitiri kwakakura, kusvika pakukwanisa kugadzira chinangwa, chinoda kukwira kwenguva refu, panguva iyo shanduko ine simba inogona kuitwa, senge maindasitiri kutonga uye photovoltaic minda inoda kushandisa IGBT.Parizvino, hapana node apo kupa kunodarika kudiwa mumusika.
Vanhu vanobva kuSlim Micro Securities vakaudzawo mutori wenhau kuti iyo 12 inch wafer yekuwedzera ichavandudza kambani yekugadzira wafer yekugadzira, iyo inogona kushandiswa zvizere kune IGBT zvigadzirwa uye kugoverwa kwemukati.
Sekuona kwevari mukati meTimes Electric, IGBT yedanho rekutsanangurwa kwemotokari zvakare iri kushomeka gore rino uye gore rinouya.Kubva 2024 kusvika 2025, dhigirii rekushomeka rinogona kudzikira zvishoma nezvishoma.Vatengi vazhinji vava kuda kukiya maodha zvakananga ku2025.
Kubva pakuona kwechirongwa chekuwedzera chirongwa, semuenzaniso, nguva yekuvaka yeShidai Electric Phase III Project inenge mwedzi makumi maviri nemana, uye nguva yekuvaka yeShilan Micro Fixed Inowedzera Project makore matatu.Munguva iyi, ichaonawo nguva yekupihwa chitupa yevagadziri vepasi uye yekukwira kumusoro kweiyo nyowani yekugadzira mutsara wekuita uye goho.Hazvisi nyore kutyora bhodhoro reiyo IGBT.
Mutori wenhau akacherechedza kuti Infineon, iyo inonyanya kutarisa pamusika wepamusoro wemotokari yemotokari, yakambozivisa kuwedzera kwemutengo, uye misika yaitarisira kuti inogona kuronga kuwedzera mutengo wezvigadzirwa zvemabhizimisi nemotokari muchikamu chechina.Mukati memakambani mazhinji ari muindasitiri ataurwa pamusoro apa vese vakati kana mutengo wemusika wakakwira, zvinokwanisika kutevedzera maitiro emusika.Vamwe vanhu vari muchikamu chekutengesa vakatiwo maodha matsva achawedzera zvishoma.
Kubva pakuona kwemakambani akaburitsa mashandiro ekupedzisira, Times Electric's net profit muzvikamu zvitatu zvekutanga yakawedzera ne30% gore negore, ichibatsirwa nemari yemagetsi semiconductors akadai sesimba idzva IGBT;Muzvikamu zvitatu zvekutanga zvegore, macro uye micro tekinoroji yakawedzera ne31% (96% muQ3).
Nguva yekutumira: Oct-21-2022