Imirenge ya chip na semiconductor yongeye guhinduka ibiryo byiza byisoko. Isoko rirangiye ku ya 23 Kamena, icyegeranyo cya Shenwan Secondary Semiconductor cyazamutseho hejuru ya 5.16% mu munsi umwe. Nyuma yo kuzamuka kuri 7,98% mumunsi umwe ku ya 17 kamena, Changyang yongeye gukururwa. Inzego za leta n’abikorera ku giti cyabo muri rusange zizera ko iterambere ryakozwe mu gice cya kabiri gishobora gukomeza, kandi hari umwanya uhagije w’iterambere rirambye.
Igice cya semiconductor cyazamutse vuba aha
Urebye neza, mu cyegeranyo cya Shenwan Secondary Semiconductor Index, imigabane ibiri igizwe na Ashi Chuang na Guokewei byombi byazamutseho 20% ku munsi umwe. Mu bigega 47 bigize ibipimo ngenderwaho, imigabane 16 yazamutse hejuru ya 5% kumunsi umwe.
Kugeza ku ya 23 Kamena, mu bice 104 bya kabiri bya Shenwan, icyiciro cya kabiri cyazamutseho 17.04% muri uku kwezi, kikaba icya kabiri nyuma y’imodoka, kiza ku mwanya wa kabiri.
Muri icyo gihe, agaciro keza ka ETFs kajyanye na semiconductor hamwe na “chips” na “semiconductor” mu mazina yabo nayo yazamutse. Muri icyo gihe, agaciro k'ibicuruzwa byinshi bikoreshwa mu kigega cya semiconductor nabyo byazamutse cyane.
Urebye ibyerekezo byiterambere byinganda za chip na semiconductor, ibigo bishinzwe imigabane rusange byerekanaga ko bafite ibyiringiro byiterambere ryigihe kirekire. Ikigega cy’amajyepfo cy’Ubushinwa Shi Bo yavuze ko akomeje kwigirira icyizere ku bijyanye n’ahantu h’inganda zikoresha amashanyarazi. Uhagaritswe nisi yose "ibura ryibanze" nizindi mpamvu, kwimenyekanisha kwinganda zinganda ningirakamaro. Yaba ibikoresho bya semiconductor gakondo, cyangwa iterambere ryigisekuru cya gatatu cyogukoresha hamwe nikoranabuhanga rishya, birerekana Ubushinwa bwiyemeje gukomeza guhinga mumashanyarazi.
Nk’uko Pan Yongchang wo mu kigega cya Nord abitangaza ngo guhanga udushya no gutera imbere mu nganda z'ikoranabuhanga birumvikana, kandi umuvuduko wo gukura mu gihe giciriritse kandi kirekire. Kurugero, igihe gito gisabwa murwego rwa semiconductor irakomeye kandi itangwa rirakomeye. Ubwenge bwubusumbane bwigihe gito hagati yo gutanga nibisabwa byumvikana na logique yo hagati nigihe kirekire, ishobora gutuma iterambere ryumurenge wa semiconductor rikomeza kwiyongera.
Iterambere ry’inganda riteganijwe gukomeza kuzamuka
Duhereye ku byiciro bitangwa n'ibisabwa, abashoramari benshi babajijwe bavuze ko gukomeza kuzamuka mu nganda za semiconductor bizaba ari ibintu bishoboka cyane. Wowe Guoliang, umuyobozi w'ikigega cya Great Wall Jiujia Innovation Growth Fund, wavuze ko ishingiro ry’umurenge wa semiconductor ryagiye ritera imbere mu myaka yashize, cyane cyane mu myaka ibiri ishize, ubwiyongere bw’imikorere y’amasosiyete ajyanye n’ubusanzwe bwari hejuru cyane. Umurima wa chip watangiye kubura mu gihembwe cya kane cyumwaka ushize, kandi iterambere ryinganda ryarushijeho gutera imbere. Birashobora kugaragara ko imikorere yamasosiyete menshi ajyanye na semiconductor ajyanye nu rutonde akomeje kwiyongera byihuse, cyane cyane amasosiyete amwe n'amwe y’amashanyarazi, kubera gutwara amashanyarazi n’imodoka, imikorere ya raporo y’igihembwe cy’uyu mwaka ni indashyikirwa, irenze ibyateganijwe ku isoko.
Kong Xuebing, umuyobozi n’umuyobozi w’ikigega cy’ishami ry’ishoramari mu kigega cya Jinxin, aherutse kwerekana ko bigomba kuba ibintu bishoboka cyane ko inganda ziciriritse zigera ku gipimo cy’iterambere rirenga 20% mu 2021; kuva igishushanyo cya IC kugeza kuri wafer gukora kugeza gupakira no kugerageza, ingano nigiciro byazamutse kwisi yose. Nibintu bisanzwe byimibonano mpuzabitsina; biteganijwe ko ubushobozi bwo gukora semiconductor ku isi buzakomeza gukomera kugeza 2022.
Ping Ikigega Xue Jiying yavuze ko duhereye ku iterambere ry’igihe gito, "gusaba kugarurwa + kubika ibicuruzwa + kubitsa bidahagije" byatumye mu gice cya mbere cya 2021 hashyirwaho itangwa rya semiconductor ku isi ndetse n’ibisabwa mu gice cya mbere cya 2021. Ikibazo cy’ibura ry’ibanze ” ni bikomeye. Impamvu nyamukuru nizo zikurikira: uhereye kuruhande rusabwa Kubijyanye no gukenera hasi, icyifuzo cyo hasi cyimodoka ninganda kiragenda cyihuta. Udushya twubaka nka 5G nibinyabiziga bishya byingufu byazanye iterambere rishya. Byongeye kandi, iki cyorezo kigira ingaruka ku gukenera terefone zigendanwa n’inganda zitwara ibinyabiziga, kandi chip yo hejuru muri rusange igogora ibarura kandi igasaba gukira. Nyuma yo gutanga ibicuruzwa bike, ibigo byitumanaho byongereye kugura chip, kandi amasosiyete ya chip yongera ibyifuzo bya wafers. Mu gice cya mbere cy'uyu mwaka, kwivuguruza mu gihe gito hagati yo gutanga n'ibisabwa byakajije umurego. Urebye kuruhande rwo gutanga, itangwa ryibikorwa bikuze ni bike, kandi muri rusange isi itanga igice kinini ni gito. Impinga yicyiciro cya nyuma cyo kwaguka nigice cyambere cya 2017-2018. Nyuma yibyo, bitewe n’imivurungano yo hanze, habaye kwaguka gake no gushora ibikoresho bike muri 2019., Muri 2020, ishoramari ryibikoresho riziyongera (+ 30% umwaka-ku-mwaka), ariko ubushobozi nyabwo bwo gukora ni buke (byatewe na icyorezo). Xue Jiying atangaza ko iterambere ry’inganda zikoresha ingufu zizakomeza nibura kugeza igice cya mbere cyumwaka utaha. Muri ibi bihe, amahirwe yo gushora imari muri urwo rwego aziyongera. Inganda ubwazo, zifite inzira nziza yinganda. Mugihe cyo hejuru cyane, birakwiye ko dushakisha amahirwe menshi yimigabane. .
Umuyobozi wa Invesco Great Wall Fund, Yang Ruiwen yagize ati: Icya mbere, iyi ni ukwezi kwa semiconductor itigeze ibaho, ibyo bikaba bigaragarira mu kuzamuka kugaragara kwinshi n’ibiciro, bizamara imyaka irenga ibiri; icya kabiri, chip ishushanya ibigo bifite inkunga yubushobozi bizakira bitigeze bibaho Ivugurura ryuruhande rwibicuruzwa bya chip bizatangira; icya gatatu, inganda zikora mubushinwa zizahura namahirwe yamateka, kandi ubufatanye bwisi yose nurufunguzo rwo kugabanya ingaruka mbi zubukungu; icya kane, ibura rya chipi yimodoka niyambere, kandi ibishoboka na byo byambere Ibice bigabanijwe bikemura ibibazo bitangwa nibisabwa, ariko bizazana "ubukene bwibanze" mubindi bice.
Isesengura ry’ishoramari rya Shenzhen Yihu ryizera ko ukurikije disiki ya vuba, ububiko bwikoranabuhanga bugenda buva buhoro buhoro, kandi inganda za semiconductor zirashyuha. Inganda ziciriritse ni imwe mu mirenge yibasiwe cyane n’imiterere y’urwego rw’inganda. Mu bihe by’icyorezo, urwego rw’isi yose hamwe n’ihagarikwa ry’ibicuruzwa birakomeje, kandi ikibazo cy’ibura ry’ibanze nticyakuweho neza. Mu rwego rwo gutanga amasoko ya semiconductor no kutaringaniza ibisabwa, amasosiyete atanga amasoko ya semiconductor biteganijwe ko azakomeza gutera imbere cyane, yibanda ku gice cya gatatu cy’amashanyarazi, harimo amahirwe yo gushora imari muri MCU, umushoferi IC, hamwe n’ibikoresho bya RF.
Igihe cyo kohereza: Jun-24-2021