Ho latela Taiwan media Juheng.com, ho latela maemo a morao-rao a phepelo,chip ea taolo ea matla(PMIC) nako ea ho senya thepa e ka 'na ea e-ba nako e telele ho feta kamoo ho neng ho lebeletsoe kateng,' me ho lebeletsoe hore indasteri e tla phethela destocking ka Q3 selemong se tlang, 'me tlhokahalo ha e matla joalokaha ho lebeletsoe.
Ka lehlakoreng la bareki, boemo ba hajoale ba lihlahisoa tsa lihlahisoa tse tlase joalo ka mehala ea thekeng, li-PC, le lisebelisoa tsa elektroniki tsa bareki bo ntse bo le holimo, 'me lebelo la' nete la dematerialization le tlase ho feta kamoo ho neng ho lebelletsoe, 'me matsatsi a lethathamo la baetsi ba sistimi e kholo ke matsatsi a ka bang 130 ho isa ho 150. matsatsi, e leng holimo haholo ho feta tekanyo ea karolelano ea matsatsi a 80 ho ea ho matsatsi a 100 lilemong tse fetileng, 'me ho lebeletsoe hore ho tla ba le monyetla oa ho bona phetoho karolong ea bobeli ea selemo se tlang.
Mabapi le likopo tsa likoloi, bafani ba bang ba ile ba bontša hore ho PMIC, ntle le tšimong ea likoloi, phetoho ea thepa ea thepa eohle ea indasteri e ke ke ea phethoa ho fihlela karolong ea bobeli le ea boraro ea 2023. Baetsi ba li-module tsa likoloi ba boletse hore ba bang.li-chips tsa likoloili qalile ho fokotseha haufinyane tjena, ho kenyelletsa le li-IC tsa bakhanni, li-PMIC le li-IC tse ling tsa taolo.Leha ho le joalo, bokhoni ba tlhahiso ha bo e-s'o fihle boemong boo bo ka phutholohang ka ho feletseng, 'me tekanyo ea khotsofalo ea phepelo ea likarolo tsa elektronike tsa likoloi ka 2023 e tla ba feela ka 80%.
Mabapi le theko, bahlahisi ba bang le bona ba hatelloa ke Texas Instruments.Ka Mphalane, ho ile ha tlalehoa hore Texas Instruments e tla fokotsa litheko tsa PMIC, 'me ntoa ea theko marakeng oa "power management chip" (PMIC) e haufi le ho qhoma.Texas Instruments ho na le menyenyetsi ea hore e amohetse leano le feto-fetohang la litheko bakeng sa PMIC ha bokhoni bo bocha bo ntse bo lokolloa 'me litebello li batla li fokola.
Ho latela mehloli ea phepelo ea thepa, Texas Instruments e tla fana ka litheolelo tse ka bang 8% ho isa ho 15% ho latela sehlahisoa le bongata.
Kamora ho lokolloa ha matla a tlhahiso ea li-inch tse 12 tsa Texas Instruments, theko ea 12-inch e tlase ka 35% -40% ho feta ea 8 inches, e fana ka sebaka se eketsehileng leanong la theko, mme bareki ba tla ikemisetsa ho khutlela ho lihlahisoa tsa eona, haholo-holo bareki ba likoloi le indasteri.
Ba bang ba ka hare ho naha ba boletse hore ho fihla ha leano la litheko tse feto-fetohang tsa Texas Instruments ho pejana ho feta kamoo ho neng ho lebelletsoe, 'me phokotso ea theko le eona e feta kamoo ho neng ho lebelletsoe, mme bahlahisi ba bang indastering ba ka latela phokotso ea litheko, kapa ho feta ho boloka karolo ea mmaraka, ba tšoenyehile. hore ntoa ea theko halofo ea pele ea selemo se tlang e ka ba matla le ho feta.
Ka nako e ts'oanang, bareki ba baetsi ba PMIC ba batla hore litheko tsa PMIC li khutlele maemong a pele ho seoa, 20% -30% e tlase ho feta boemo ba hajoale, mme litheko tse tlase tsa khatello ea PMIC li lebelletsoe ho theoha.
Molula-setulo oachip ea taolo ea matlamoetsi Silicon Lijie o boletse hore potoloho ea tokiso ea thepa ea bareki e ekelitsoe halofo ea pele ea selemo se tlang ho feta kamoo ho neng ho lebelletsoe pele.Hona joale, litaelo tse ngata li chechisetsoa morao, ntle le lihlahisoa tse fokolang tsa bareki, lihlahisoa tsa taolo ea indasteri le tsona li 'nile tsa tsoela pele ho ntlafatsoa ho ea tlaase, ke tlhokahalo feela ea likoloi tse ncha tsa matla,' me ho lebeletsoe hore kotara ea bone le kotara ea pele ea nako e tlang. selemo se tla ba sethaleng sa tokiso ea thepa.
Nako ea poso: Jan-05-2023