Ho ea ka Associated Press of Finance, "tlhokeho ea IGBT boemong ba likoloi e feta tebello selemong sena."Motho ea ka hare ho moetsi oa malapeng oa IGBT o ile a re ho moqolotsi oa litaba ka maikutlo.
Motlalehi oa Associated Press of Finance o ithutile ho tsoa ho bahlahisi ba bangata ba amanang le IGBT naheng ea China hore mefuta e mengata e mecha ea tlhahiso ea lik'hamphani tse ngata e nakong ea matla a holimo.Hona joale, ho na le litaelo tse lekaneng ka letsohong, 'me ho na le tšitiso e akaretsang ea litaelo.Bokhoni bo teng bo ntse bo sa khone ho fihlela tlhoko ea 'maraka ka kakaretso.Likhamphani tsohle tsa indasteri li lumela hore le hoja bahlahisi bohle ba phathahane ka ho atolosa tlhahiso, ho tla nka bonyane likhoeli tse 24 hore morero o mocha oa katoloso o kenngoe tlhahiso.Ho sa le pele haholo ho bolela esale pele sebaka sa ho leka-lekana ha phepelo le tlhoko, 'me liodara tse ncha tse latelang kapa mmaraka o tla phahama.
Hona joale ho na le khatello e kholo ea ho netefatsa phepelo, 'me litaelo tse ncha tsa katoloso li notletsoe esale pele
"Ho tloha selemong sena, tlhahiso le thekiso ea likoloi tsa motlakase li ntse li phahama, 'me bohle (baetsi ba likoloi) ba hloka ho sebelisa ntho ena (IGBT)."Motho ea tsoang lefapheng la tšireletso la Times Electric (688187. SH) o ile a bolella Associated Press of Finance, "Bophahamo ba likoloi tsa motlakase selemong sena bo feta tebello ea k'hamphani, 'me bahlahisi ba tsoang linaheng tse ling ba sitoa ho fana ka thepa e ngata hakana.Hajoale, ke nako eo tlhokahalo e fetang matla a tlhahiso. ”
Motho ea fanang ka phepelo o bolelletse moqolotsi oa litaba, "Ho feteletsa, mohlala, moreki o hloka 10000 IGBTs, athe k'hamphani e ka fana ka 1000 feela, ka tlhaho motho e mong le e mong o tla etella pele, hobane sena se tla ama ka kotloloho matla a tlhahiso ea koloi eohle."Ha e le hantle, barekisi ba bangata ba fihletse tumellano ea hore lekhalo la phepelo le tlhokahalo ea li-IGBT ho tlhaloso ea koloi e fihla ho 50%.Moqolotsi oa litaba o netefalitse ho tsoa puisanong le lik'hamphani tse ngata tse amanang le tsona hore bokhoni bo teng bo rekisitsoe.Ha mochine oa likoloi oa IGBT o haella, khatello ea ho fana e phahame, 'me litaelo tse letsohong li hlophisitsoe ho fihlela qetellong ea selemo sena kapa esita le selemong se tlang.
Ho ea ka kakaretso ea lipatlisiso tsa morao-rao tsa Time Electric, litaelo tse ngata li fumanoe ke bareki haufinyane.Likhoeling tsa morao tjena, hangata re fumane bareki ba bangata ba bohlokoa.Bakeng sa ho eketsa likete tsa li-IGBT ka kotara, re ntse re buisana le k'hamphani ka mafolofolo.Hajoale, IGBT naheng ea China e haella haholo, 'me khatello ea tlhahiso ea indasteri eohle e tla ba kholo selemong se tlang.
Batho ba tsoang lefapheng la tšireletso la Hongwei Technology (688711. SH) ba boletse hore bokhoni ba mohala o mocha oa tlhahiso ea IGBT module, mokhanni ea ka sehloohong oa likoloi tse ncha tsa matla, o ntse o nyoloha, ka matla a fihlang likotoana tse likete tse mashome ka khoeli.Kakaretso ea lintlha tsa koloi letsohong e ka tšoarella ho fihlela qetellong ea selemo.Khampani e se e tšoenyehile ka hore na ho fana ka thepa ho ka finyella litlhoko tsa bareki ka nako e loketseng.Ka tokollo e latelang ea matla a tlhahiso, ho lebelletsoe hore karolo ea chelete ena ea khoebo e tla eketseha selemong se tlang.
Tlaleho ea lichelete ea Stargate Semiconductors (603290. SH) e bontša hore halofo ea pele ea selemo, li-module tsa IGBT tsa mokhanni o moholo oa k'hamphani li ile tsa tsoela pele ho lokolloa, ho tšehetsa likoloi tse fetang 500000 tsa matla a macha.Ho lebeletsoe hore palo ea likoloi tse tšehetsang e tla tsoela pele ho eketseha halofong ea bobeli ea selemo.Qetellong ea halofo ea pele ea selemo, mekoloto ea konteraka e ne e eketsehile ka makhetlo a ka bang mane nakong e fetileng.
Setsebi sa tekheniki se tsoang ho moetsi oa likoloi tse tlase o ile a hlahlobisisa moqolotsi oa litaba mme a re IGBT ea litlhaloso tsa koloi haholo-holo ke Infineon, e ikarabellang ho feta 50%.Hajoale, IGBT ea lapeng e ka hlahisoa feela ke mokhanni oa Starr Semi, BYD le Time Electric.Lintlha tsa elektronike tsa Fuman li bontša hore nako ea pele ea Q3 ea Infineon IGBT ke libeke tse 39-50.
Khatelo-pele ea katoloso ea bahlahisi ba etellang pele mose ho maoatle e tlase ho feta kamoo ho neng ho lebelletsoe, 'me nako ea ho fana e ntse e tsoela pele ho atoloha.Baetsi ba likoloi tsa malapeng butle-butle ba amohela IGBT ea malapeng molemong oa tšireletso ea phepelo ea thepa, hape ba thahasella ho hlaolela bahlahisi ba malapeng ba IGBT.2022 le eona e tla ba selemo seo karolo ea bahlahisi ba IGBT ba malapeng e tla eketseha haholo.
Batho ba boletsoeng ka holimo ba Hongwei Technology Securities Department ba lumela hore ho na le mabaka a mangata.Ntlha ea pele, baetsi ba likoloi ba ntlafalitse tlhokomelo ea bona ea lihlahisoa tsa malapeng (IGBT);Ea bobeli, lekhalo pakeng tsa lihlahisoa tsa malapeng le linaheng tse ling le fokotsehile ka mor'a ho ntlafatsa boemo ba tekheniki ea malapeng;Ea boraro, lihlahisoa tsa lapeng li na le litšenyehelo tse ngata;Ea bone, karabelo ea phano e ne e le nakong.
Theko ea li-IGBT tsa malapeng e ka nyoloha hammoho le 'maraka,' me ntlha ea tekanyo ea phepelo le tlhokahalo e hole haholo tlas'a leqhubu la keketseho ea tlhahiso.
Ka September selemong sena, palo ea thekiso ea likoloi tse ncha tsa bapalami e fihlile ho 611000, tlaleho e phahameng ka khoeli e le 'ngoe.Guotai Jun'an o lebeletse hore thekiso ea malapeng ea likoloi tse ncha tsa matla e tla feta limilione tse 6.5 ho 2022. Tsoelo-pele ea likoloi tse ncha tsa matla li tsoela pele ho feta litebello, ho khothalletsa tšebeliso ea IGBT ka litlhaloso tsa likoloi.Ka 2021, karolo ea 'maraka ea likoloi tse ncha tsa matla ho ts'ebeliso e tlase ea IGBT Chaena e tla ba 31%,' me litšenyehelo tsa IGBT li tla ikarabella bakeng sa 7% - 10% ea litšenyehelo tsa koloi.
Tlas'a ho se leka-lekane ha hona joale pakeng tsa phepelo le tlhokahalo, bahlahisi ba ka sehloohong ba malapeng ba atolosa tlhahiso ea bona.Hajoale, bokhoni ba Phase II ea Times Electric bo haufi le bokhoni ba moralo oa likotoana tse 240000.Khampani e rerile ho tsetela li-yuan tse limilione tse likete tse 5.826 kahong ea morero oa Yixing, o ka eketsang matla a tlhahiso ea likotoana tse 360000 tsa 8-inch medium le low voltage module base materials selemo le selemo ka mor'a ho finyella bokhoni;Smurvey (600460. SH) e rera ho eketsa tlhahiso ea selemo le selemo ea likotoana tse 360000 tsa 12 inch chip line line, le ho eketsa likotoana tse 120000 tsa FS-IGBT power chips ka selemo ka mor'a ho fihlela bokhoni… Likhoebo tse ling li kenella tlhahisong ea IGBT.
Sebaka sa inflection sa phepelo le tlhoko ea IGBT ea lintlha tsa koloi e tla hlaha neng?Ntlheng ena, lik'hamphani tse ngata tse thathamisitsoeng tse amehang li ile tsa bolella baqolotsi ba litaba hore ho tloha boemong ba hona joale ba taelo le ts'ebetso ea ho atolosa tlhahiso ea nakong e tlang, ho fihla ha ntlha ea tekanyo ea phepelo le tlhokahalo e ka 'na ea e-ba pele haholo.
Ho latela tlhahlobo ea moqolotsi oa litaba ke lefapha le boletsoeng ka holimo la macro and micro technology securities, melapo eohle e mecha ea tlhahiso ea IGBT e fetisitse mekoloko e tiileng ea netefatso ea boleng le tlhahlobo, 'me e ke ke ea hlahisoa ka mor'a hore lisebelisoa li be teng.Le hoja tekanyo ea katoloso e reriloeng ea indasteri e batla e le khōlō, ho finyella bokhoni ba tlhahiso ke sepheo, se hlokang nako e telele ea ho hloa, eo ka eona ho ka etsoang phetoho e matla, e kang ho laola indasteri le masimo a photovoltaic a hlokang ho sebelisa IGBT.Hajoale, ha ho na node moo phepelo e tla feta tlhoko ea 'maraka.
Batho ba tsoang ho Slim Micro Securities le bona ba bolelletse moqolotsi oa litaba hore katoloso ea 12 inch wafer e tla ntlafatsa bokhoni ba tlhahiso ea k'hamphani, e ka sebelisoang ka botlalo bakeng sa lihlahisoa tsa IGBT le kabo ea kahare.
Ka maikutlo a batho ba ka hare ho Times Electric, IGBT ea boemo ba likoloi e boetse e haella selemong sena le selemong se tlang.Ho tloha ka 2024 ho isa ho 2025, boemo ba khaello bo ka fokotseha butle-butle.Bareki ba bangata joale ba batla ho notlela liodara ka kotloloho ho 2025.
Ho ea ka pono ea potoloho ea katoloso ea morero, mohlala, nako ea kaho ea Morero oa Motlakase oa Shidai Phase III e ka ba likhoeli tse 24, 'me nako ea kaho ea Shilan Micro Fixed Increase Project ke lilemo tse 3.Nakong ena, e tla boela e fumane nako ea ho fana ka setifikeiti ho bahlahisi ba tlase ho noka le nako ea ho nyoloha ea matla a macha a tlhahiso le chai.Ha ho bonolo ho senya bothata ba IGBT.
Moqolotsi oa litaba o ile a hlokomela hore Infineon, eo haholo-holo e shebaneng le 'maraka oa likoloi tsa likoloi tse phahameng, o ne a kile a phatlalatsa keketseho ea theko,' me 'maraka o ne o lebeletse hore o ka rera ho eketsa theko ea likarolo tsa indasteri le tsa likoloi karolong ea bone.Batho ba ka hare ho lik'hamphani tse ngata tsa indasteri tse boletsoeng ka holimo ba boletse hore haeba theko ea 'maraka ka kakaretso e phahama, ho ka khoneha ho latela mokhoa oa' maraka.Batho ba bang lefapheng la phepelo le bona ba boletse hore litaelo tse ncha li tla eketseha hanyane.
Ho ea ka pono ea lik'hamphani tse senotseng ts'ebetso ea morao-rao, phaello e ngata ea Times Electric likarolong tse tharo tsa pele e eketsehile ka 30% selemo le selemo, e rua molemo ho lekeno la li-semiconductors tsa matla tse kang IGBT ea matla a macha;Likarolong tse tharo tsa pele tsa selemo, theknoloji e kholo le e nyenyane e eketsehile ka 31% (96% ho Q3).
Nako ea poso: Oct-21-2022