Sida laga soo xigtay Associated Press of Finance, "baahida IGBT ee heerka qeexida gaadhiga ayaa dhaaftay wixii la filayey sanadkan."Mid ka mid ah khubarada soo saara IGBT ee gudaha ayaa u sheegay wariyaha isagoo qiiro leh.
Weriyaha Associated Press of Finance ayaa ka bartay warshado badan oo la xidhiidha IGBT ee Shiinaha in qaar badan oo ka mid ah khadadka wax soo saarka cusub ee jira ee shirkado badani ay ku jiraan kor u kaca muddada awoodda.Waqtigan xaadirka ah, waxaa jira amarro ku filan gacanta, waxaana jira dib u dhac guud oo amarro ah.Awoodda jirta weli ma awoodo inay buuxiso baahida guud ee suuqa.Dhammaan shirkadaha warshaduhu waxay aaminsan yihiin in inkasta oo dhammaan wax-soo-saarayaashu ay ku mashquulsan yihiin ballaarinta wax-soo-saarka, waxay qaadan doontaa ugu yaraan 24 bilood mashruuca ballaarinta cusub si dhab ah loo soo saaro.Waa goor hore in la saadaaliyo heerka dheelitirka saadka iyo baahida, iyo amarada cusub ee xiga ama suuqa ayaa kor u kici doona.
Hadda waxaa jira cadaadis weyn oo lagu dammaanad qaadayo sahayda, iyo amarada ballaarinta cusub ayaa horay loo xiray
Tan iyo sanadkan, wax soo saarka iyo iibinta baabuurta korontada ayaa kor u kacaysay, qof walbana (sameeyayaasha baabuurta) waxay u baahan yihiin inay isticmaalaan shaygan (IGBT)."Qof ka tirsan waaxda dammaanadda ee Times Electric (688187. SH) ayaa u sheegay wakaaladda wararka ee Associated Press of Finance, “Mugga baabuurta korantada ee sanadkan ayaa dhaaftay rajadii shirkadu ka filaysay, shirkadaha ajaanibka ahina ma keeni karaan alaab aad u badan.Waqtigan xaadirka ah, waa daaqad waqti oo baahidu ay ka sarreyso awoodda wax soo saarka."
Qofka silsiladda sahayda ah ayaa u sheegay wariyaha, "Si loo buunbuuniyo, tusaale ahaan, macmiilku wuxuu u baahan yahay 10000 IGBTs, halka shirkadu ay bixin karto 1000 oo keliya, dabiiciyan qof kastaa wuu garaaci doonaa hogaanka, sababtoo ah tani waxay si toos ah u saameyn doontaa awoodda wax soo saarka ee gaariga oo dhan."Dhab ahaantii, alaab-qeybiyeyaal badan ayaa gaaray heshiis ah in farqiga saadka iyo baahida IGBT-yada ee qeexitaanka baabuurka uu gaaro 50%.Wariyaha ayaa isaga oo la hadlaya shirkado badan oo xiriir la leh u xaqiijiyay in la iibiyay awoodii jirtay.Marka cabbirka gaariga ee IGBT uu gabaabsi yahay, cadaadiska gaarsiinta ayaa sarreeya, amarada gacanta ku jira ayaa loo qorsheeyay dhamaadka sanadkan ama xitaa sanadka soo socda.
Marka loo eego sahankii ugu dambeeyay ee kooban ee Time Electric, amaro badan ayaa macaamiishu heleen dhawaan.Bilihii la soo dhaafay, waxaan inta badan helnay macaamiil badan oo muhiim ah.Si loogu daro kumanaan IGBTs rubuc, waxaan si firfircoon ula xiriireynaa shirkadda.Waqtigan xaadirka ah, IGBT ee Shiinaha waxay ku jirtaa sahay aad u gaaban, iyo cadaadiska gaarsiinta ee warshadaha oo dhan waxay noqon doonaan kuwo aad u fiican sanadka soo socda.
Dadka ka socda waaxda securities ee Hongwei Technology (688711. SH) ayaa sheegay in awoodda line-soo-saarka cusub ee module IGBT, darawalka ugu weyn ee baabuurta tamarta cusub, ayaa kor u kacaya, iyada oo awoodda gaadho tobanaan kun oo xabbadood bishii.Dheefta tilmaanta gaadhiga ee gacanta ku jirta waxay socon kartaa ilaa dhamaadka sanadka.Shirkaddu waxay hadda ka walaacsan tahay in keenistadu ay dabooli karto baahida macaamiisha waqtigeeda.Marka la sii daayo soo-saarka awoodda wax-soo-saarka, waxaa la filayaa in saamiga dakhliga ganacsigu uu kordho sanadka soo socda.
Warbixinta maaliyadeed ee Stargate Semiconductors (603290. SH) waxay muujinaysaa in qeybtii hore ee sanadka, darawalka ugu weyn ee shirkadda IGBT modules sii waday in la sii daayo, taageeraya in ka badan 500000 baabuurta tamarta cusub.Waxaa la filayaa in tirada baabuurta taageerta ay sii korodho qaybta dambe ee sanadka.Dhammaadkii qeybtii hore ee sanadka, deymaha qandaraasku waxay kordheen ku dhawaad afar jeer muddadii hore.
Khabiir farsamo oo ka socda shirkad soo saarta baabuurta ayaa falanqeeyay weriyaha oo sheegay in IGBT ee qeexitaanka gaadhigu uu u badan yahay Infineon, oo ka dhigan in ka badan 50%.Waqtigan xaadirka ah, IGBT gudaha waxaa laga yaabaa in ay soo saaraan oo kaliya Starr Semi conductor, BYD iyo Time Electric.Xogta elegtarooniga ah ee Fuman waxay muujinaysaa in wakhtiga hogaanka Q3 ee Infineon IGBT uu yahay 39-50 toddobaad.
Horumarka balaadhinta ee soosaarayaasha hormuudka ka ah dibadaha ayaa ka hooseeya sidii la filayay, iyo wakhtiga gaarsiinta ayaa sii socota inay sii kordhiso.Soosaarayaasha baabuurta gudaha ayaa si tartiib tartiib ah u aqbalaya IGBT gudaha aawadood amniga silsiladda sahayda, waxayna sidoo kale xiiseynayaan inay abuuraan soosaarayaasha IGBT ee gudaha.2022 waxa kale oo uu noqon doonaa sanad marka saamiga shirkadaha IGBT ee gudaha ay si weyn u kordhin doonto.
Dadka kor ku xusan ee ka socda Waaxda Hubinta Tignoolajiyada ee Hongwei waxay aaminsan yihiin inay jiraan sababo badan.Marka hore, soosaarayaasha baabuurta waxay xoojiyeen aqoonsiga summadaha gudaha (IGBT);Marka labaad, farqiga u dhexeeya badeecadaha gudaha iyo dibedda ayaa yaraaday ka dib markii la hagaajiyay heerka farsamada gudaha;Seddexaad, wax soo saarka gudaha ayaa aad u kharash badan;Marka afraad, jawaabta gaarsiintu waxay ahayd waqti ka sii badan.
Qiimaha IGBT-ga gudaha ayaa laga yaabaa inuu kordho suuqa, iyo saadka iyo bar-ku-dheelitirnaanta dalabku waa ka fog yahay qulqulka balaadhinta wax soo saarka.
Bishii Sebtembar ee sanadkan, mugga tafaariiqda ee baabuurta rakaabka tamarta cusub ayaa gaartay 611000, rikoorka ugu sarreeya hal bil gudaheed.Guotai Jun'an ayaa rajeynaya in iibka gudaha ee baabuurta tamarta cusub uu dhaafi doono 6.5 milyan sanadka 2022. Horumarinta baabuurta tamarta cusub waxay sii wadaa inay dhaafto filashooyinka, kor u qaadida codsiga IGBT ee sifooyinka baabuurta.2021, saamiga suuqa ee baabuurta tamarta cusub ee codsiga hoose ee IGBT ee Shiinaha waxay noqon doontaa 31%, iyo qiimaha IGBT wuxuu xisaabin doonaa 7% - 10% qiimaha gaariga.
Isku dheelitir la'aanta hadda jirta ee u dhaxaysa sahayda iyo baahida, wax-soo-saareyaasha waaweyn ee gudaha ayaa balaadhinaya wax soo saarkooda.Waqtigan xaadirka ah, awoodda Wajiga II ee Times Electric waxay ku dhowdahay awoodda naqshadeynta ee 240000.Shirkadda ayaa qorshaynaysa in ay maal 5.826 bilyan yuan in dhismaha mashruuca Yixing, kaas oo kordhin kara awoodda wax soo saarka ee 360000 xabbadood oo 8-inch dhexdhexaad ah iyo qalabka hoose ee module danab sanad walba ka dib markii la gaaro awoodda;Smurvey (600460. SH) ayaa qorsheynaya in ay kordhiso wax soo saarka sanadlaha ah ee 360000 xabo oo ah 12 inch line saarka chip, iyo ku dar 120000 xabbadood oo chips FS-IGBT sanadkiiba ka dib markii la gaaro awoodda… Shirkado badan ayaa ku biiraya wax soo saarka IGBT.
Goorma ayay soo baxayaan barta is-rog-rogista ee sahayda iyo baahida IGBT ee tilmaamayaasha baabuurta?Marka la eego, shirkado badan oo ku lug leh liiska ayaa u sheegay wariyeyaasha in laga soo bilaabo xaaladda nidaamka hadda jira iyo habka ballaarinta wax soo saarka mustaqbalka, imaatinka sahayda iyo dheelitirka baahida ayaa laga yaabaa inay aad u horeeyso.
Sida laga soo xigtay falanqaynta weriyaha ee qaybta sare ee makro iyo micro technology Securities, dhammaan khadadka wax soo saarka cusub ee IGBT waxay ka gudbeen hubinta tayada adag iyo wareegyada tijaabinta, lamana soo saari karo ka dib marka qalabka la dhigo.Inkasta oo miisaanka balaadhinta qorshaysan ee warshaduhu uu aad u weyn yahay, gaaritaanka awoodda wax-soo-saarka waa yool, kaas oo u baahan geeddi-socod dheer oo fuulid ah, inta lagu jiro taas oo isbeddel firfircoon la samayn karo, sida xakamaynta warshadaha iyo goobaha sawir-qaadista waxay u baahan yihiin inay isticmaalaan IGBT.Waqtigan xaadirka ah, ma jirto meel sahaydu ka badan doonto baahida suuqa.
Dadka ka socday shirkadda Slim Micro Securities ayaa sidoo kale weriyaha u sheegay in balaadhinta 12 inch ee wafer-ka ay kor u qaadi doonto awoodda wax soo saarka ee shirkadda, taas oo si buuxda loogu isticmaali karo badeecadaha IGBT iyo qoondaynta gudaha.
Marka la eego ra'yiga dadka u dhuun daloola Times Electric, IGBT ee heerka qeexida baabuurta ayaa sidoo kale gabaabsi ku ah sanadkan iyo sanadka soo socda.Laga bilaabo 2024 ilaa 2025, heerka yaraantu si tartiib tartiib ah ayey u fududaan kartaa.Macaamiil badan ayaa hadda raba inay si toos ah u xidhaan dalabaadka ilaa 2025.
Marka loo eego wareegga ballaadhinta mashruuca, tusaale ahaan, muddada dhismaha ee Mashruuca Wajiga Korantada ee Shidai Electric waa qiyaastii 24 bilood, muddada dhismaha ee Shilan Micro Fixed Increase Project waa 3 sano.Inta lagu jiro muddadan, waxa ay sidoo kale la kulmi doontaa muddada shahaado-siinta ee wax-soo-saarayaasha hoose iyo kor u qaadista awoodda khadka cusub ee wax-soo-saarka iyo wax-soo-saarka.Ma fududa in la jebiyo cufnaanta awoodda IGBT.
Weriyaha ayaa xusay in Infineon, oo inta badan diiradda saara suuqa cabbiraadda gawaarida ee dhamaadka-dhamaadka ah, ay horay u shaacisay qiimo koror, suuquna wuxuu filayaa in laga yaabo inuu qorsheynayo inuu kordhiyo qiimaha warshadaha iyo qaybaha baabuurta rubuci afaraad.Qaar ka mid ah shirkado badan oo ka mid ah warshadaha kor ku xusan ayaa dhamaantood sheegay in haddii qiimaha guud ee suuqa uu kordho, ay suurtogal tahay in la raaco isbeddelka suuqa.Qaar ka mid ah dadka ku jira silsiladda saadka ayaa sidoo kale sheegay in amarrada cusub ay kordhin doonaan wax yar.
Marka la eego shirkadaha soo bandhigay waxqabadkii ugu dambeeyay, Times Electric faa'iidada saafiga ah ee seddexda bilood ee ugu horreeya waxay kor u kacday 30% sannadkiiba, iyada oo ka faa'iideysanaysa dakhliga semiconductors korontada sida tamarta cusub IGBT;Saddexdii rubuci ee ugu horreeyay sannadka, tignoolajiyada makro iyo micro-tech ayaa kordhay 31% (96% Q3).
Waqtiga boostada: Oct-21-2022