Kupereka zida zamagetsi pamalamulo agalimotoDrive Automotive Innovation Forward
Kuchokera pamalingaliro amsika, ST, NXP, Infineon ndi opanga ena akuluakulu sanatulutsidwe kuchokera kuzinthu zakuthupi, nthawi yobweretsera kusunga masabata oposa 40 kapena masabata a 52, mtengo umakhalanso wokwera.Izi zikuyimira ST's F429, F427 mndandanda, komanso mndandanda wa Infineon's SAK ndi zinthu zina.
Chifukwa cha kufunikira kosalekeza kwa zida zamagalimoto, ST, NXP ndi akuluakulu ena amagalimoto adasunga ndalama zabwino kwambiri komanso kuchita phindu mu kotala yachiwiri, ndipo adayembekezera bwino gawo lachitatu.Mosiyana, ambiri ogula choyambirira zipangizo opanga ndi opanga kukumbukira, kotala lachitatu n'zovuta kuona chiyembekezo.
Ndi kulimbikitsa mosalekeza wa nzeru zamagalimoto, mphamvu zatsopano, magalimoto MCU mwachionekere mwayi yaitali, ndi kuchepa kwa ogula zamagetsi, magalimoto MCU wakhalanso chitsogozo cha opanga m'deralo "yopambana".Komabe, poyerekeza ndi zinthu ogula, magalimoto MCUs zimabweretsa mavuto kwa opanga m'dera mwa mawu a R&D ndalama, miyezo certification, ndi kukhazikitsidwa zachilengedwe, choncho n'zovuta kwambiri kukulitsa msika katundu wa magalimoto MCUs mu nthawi yochepa, ndi opanga lalikulu. adzalamulirabe chilengedwe cha bwalo lamagalimoto.
Magalimoto amagetsi atsopano ndi magalimoto osakanizidwa amalowa m'malo mwa msika wamagalimoto amafuta pamlingo waukulu, zomwe zimapangitsa kugwiritsa ntchito ma semiconductors amagetsi kukula mwachangu.Monga ndi MCU, ma semiconductors apamwamba kwambiri amayikidwanso m'manja mwa ochepa opanga zazikulu.Kufunika kwa magalimoto kukukulirakulira, koma kupezeka kwa ma semiconductors amagetsi kwakhala vuto.Chaka chatha, mliri ndi kusefukira kwa madzi ku Southeast Asia, zomwe zikukhudza Infineon, NXP, ON Semiconductor ndi ST fakitale zotulutsa ndi zogwirira ntchito, kukulitsa kusiyana pakati pa kupezeka ndi kufunikira.
Kuchuluka kwa fakitale yayikulu nthawi zambiri kumabwerera m'mbuyo, zomwe zimapangitsa kuti magetsi azitha kutulutsa mphamvu komanso kuti pakhale kusiyana kofunikira kuti asungidwe, ndiyeno kutumiza ndi kukwera mitengo.Zikuoneka kuti galimoto mphamvu semiconductor pafupifupi panopa "zachidule" kwambiri, kupereka akhoza kupitiriza kupitirira kufunika mpaka chaka chamawa.
Kumayambiriro kwa chaka cha 2018, TDK ndi mafakitale ena aku Japan aziyang'ana kwambiri zamagalimoto opeza phindu lalikulu, ndikupanga msika wazinthu zomwe sizinachitikepo.Tsopano kuzungulira kwatembenuka, ndi kuchuluka kwa IC amafuna kulibenso, kuchuluka kwazinthu zamagulu ophatikizika am'magulu afikanso masiku opitilira 90, ndipo akuyembekezeka kutsatiridwa ndi kutsika kwamitengo kwa 3% -6%.Kutengera zinthu zomwe zimagulitsidwa nthawi zambiri zimafooketsa msika, mafakitale aku Taiwan monga National Giant adayamba kukulitsa kwambiri kuchuluka kwazinthu zamagalimoto zomwe zimapeza phindu lalikulu.
Pazinthu zamagetsi, mabwalo ophatikizika ndi zida zopangira zinthu zomwe zimagwiritsidwa ntchito powonjezera, zamagetsi zamagetsi pakazizira, zidzatsogolera ogula MCU, PMIC ndi zigawo zonse zongoyenda pang'onopang'ono ndikugwa pakufunidwa, pomwe kufunikira kwa magalimoto kukadali kolimba, pankhani yamagalimoto. MCU ndi kuchepa kwamphamvu kwa semiconductor yamphamvu kwambiri komanso kukwera kwamitengo, zida zapamwamba zokhala ndi kukwera komweko zikuyembekezeredwanso.
Posachedwapa, Broadcom ikuyembekezeka kuonjezera mtengo wa tchipisi zoyankhulirana pa intaneti ndi 6% -8% kuyambira chaka chamawa, kukwera kwamitengo motsutsana ndi zomwe zikuchitika kukuwonetsa msika wolumikizana ndi maukonde komanso msika wamagalimoto chifukwa kufunikira kumaposa kupereka.Pachifukwa chakuwonjezeka kwa mtengo, Broadcom inanena kuti chifukwa mayiko omwe amalimbikitsa kumanga ntchito za 5G, 5G ndi Wi-Fi 6 amafuna ndi zamphamvu, tchipisi tolumikizana ndi ma netiweki tasowa, motero adaganiza zokweza mitengo.
Pakuchepa kwa mafunde apakati, msika wa zida zolumikizirana maukonde kuposa MCU, PMIC ndi kusinthasintha kwazinthu zina ndizocheperako, koma chifukwa chakusowa kwa mafunde apakati, msika wa zida zolumikizirana maukonde ndi "zosagwirizana", kotero kuti Broadcom ndi mafakitale ena akadali ndi kuthekera kokweza mitengo.Zofanana ndi zida zamagalimoto, kulumikizana kwa Wi-Fi 6 ndi 5G kupangitsanso mwayi wanthawi yayitali, mokomera kufunikira kwamphamvu kwa tchipisi ta Netcom kuti ipitirire kukwera.
Kutsiliza: kubweza ndi kufuna kusintha, kuyenera kusintha pakapita nthawi
Consumer zamagetsi kuzizira, chifukwa mu mitundu ingapo ya zigawo zikuluzikulu msika kuviika, panopa makampani chivomerezo katundu kusintha mpaka kukhala awiri kapena atatu kotala, tingaone kuti semiconductor makampani mkombero kutembenuka watsegula, ambiri ogawa, terminal malingaliro a stocking ayenera kukhala osiyana ndi kusowa kwa nthawi yoyambira.
Koma m'malo amsika wamba, magalimoto, netcom ndi ntchito zina chifukwa cha zopindulitsa zanthawi yayitali zamakampani, zida zofananira zimasungidwabe moperewera.Mwachiwonekere, makampani ambiri a chip omwe ataya ntchito chifukwa cha kuchepa kwa magetsi ogula amatembenukira ku zida zamagalimoto kuti zikule, kwa ogulitsa, kusintha kwanthawi yake kwa njira zosungirako ndikofunikira, momwe mungapangire bwino pakati pa kusintha kwa msika wa semiconductor ndi unyolo wamakampani. mwayi wanthawi yayitali udzakhala wofunikira kwambiri.
