Maaddaama barwaaqada suuqa semiconductor ay sii socoto hoos u dhaca, semiconductor "dabaysha qabow" ayaa ku dhufatay goobta sare ee alaabta, iyo waferrada silikoon iyo waferrada silikoon monocrystalline ee asal ahaan si fiican u shaqeeyay ayaa sidoo kale bilaabay inay dabciyaan.
01 Thewarshad wafer silikoonkula heshiiyey macmiilka inuu dib u dhigo shixnadda
Sida laga soo xigtay Daily Economic, oo ay saamaysay burburinta macquulka ah ee ICs iyo hoos u dhigista wax soo saarka weyn ee soosaarayaasha chip xusuusta, baahida loo qabo waferrada silikoon ayaa sidoo kale sii waday inay hoos u dhacdo.Dharka Silicon waxay bilaabeen inay ku heshiiyaan macaamiisha inay dib u dhigaan alaabta jiidaya, iyo habdhaqanka ku dhajinta qiimaha ayaa sidoo kale isbeddelay, warshado badan ayaa diyaar u ah inay la shaqeeyaan macaamiisha si ay uga xaajoodaan qiimaha, qaar ka mid ah soosaarayaasha ayaa si toos ah u sheegay in "qaybta hore ee sanadka soo socda waxaa laga yaabaa in ay yara adag tahay."
Waxaa la fahamsan yahay in qaardharka silikoonTaiwan waxay ogolaatay inay dib u dhigto shixnadaha tiro yar oo macaamiisha ah, dib u dhigista hal ama laba bilood.Dharka kale ee silikoonku waxay macaamiisha kala xaajoonayaan inay wax yar dib u dhigaan soo jiidashada alaabada laga bilaabo rubuci hore ee sanadka soo socda.
Tan iyo wareeggii suuqa ee hoos u dhaca, aasaaska wafer-yada ayaa la soo deristay amarro, ka faa'iidaysiga awoodda ayaa hoos u dhacay, soosaarayaasha qalabka xusuusta ayaa si isdaba-joog ah u dhimay kharashaadka raasumaalka iyo wax soo saarka jiilaalka, warshadaha naqshadeynta IC waxay hoos u dhigeen qadarka jajabyada, si firfircoon u burburay, iyo xitaa waxay bixiyeen khasaare dareere ah. in la baabi'iyo qandaraasyada seeriga wafer ee muddada-dheer.Hadda oo dabaysha qabow ay ku dhacayso waferrada silikoon, suuqa waxa ku jira cadaadis aad u weyn.
Xirfadlayaasha wafer-ka Silicon si daacad ah, heerka alaab-qeybsiga macaamiisha muddada-dheer ayaa sii kordhayay, malaha wuxuu gaaray xadka, macaamiisha qaar ayaa runtii u yimid inay ka hadlaan daahitaanka shixnadda.Guud ahaan, saameynta hoos u dhac ku yimaada xirmooyinka silikoon ayaa laga yaabaa inaysan runtii soo bixin ilaa rubuci hore ee sanadka soo socda, waxaana lagu qiyaasaa in 8-inch wafers silikoon ay hagaajin karaan in ka badan 12-inch wafers silicon.
Sido kale waxaa jira dabacsanaan dhanka qiimaha ah, waxaana warshada Taiwan ee Hejing ay sheegtay inay la xaajoon doonto macaamiisha qeybta hore ee sanadka soo socda, ayna la jaan qaadi doonto hadba xaalada suuqa.Dunida dibaddu waxay aaminsan tahay in baahida suuqa ee 6-inch wafers silikoon ah ay daciif tahay, qiimuhuna ay u badan tahay inuu dabciyo, qiimaha silikoon ee ka sarreeya 8 inches ayaa fursad fiican u leh ilaalinta xasilloonida.
Inkasta oo "dabaysha qabow" ay ku dhufato dharka silikoon, qorshaha ballaarinta silikoon lama joojin doono.Waxaa lagu soo waramayaa in horumarinta muddada-dhexe iyo muddada-dheer, qorshaha ballaarinta ee silikoon wafer fabs sida Global Crystal, Tai Sembco iyo Hejing ma joogsan.
Dhanka Tai Sembco, warshadda cusub ayaa la filayaa inay bilowdo wax soo saar ballaaran sanadka 2024, waxayna shirkaddu sheegtay in warshadda cusub ay u socoto sidii la filayay.Warshada Hejing's Longtan ee Taiwan iyo warshadda Zhengzhou ee dhul weynaha Shiinaha ayaa labaduba balaadhinaya awoodooda wax soo saarka silikoon ee 12-inch ah.
Xu Xiulan, oo ah guddoomiyaha Global Crystal, ayaa sheegay in muddada gaaban, oo ay ku jiraan kombuyuutarrada, telefoonnada gacanta iyo qalabka wax lagu kaydiyo, laga yaabo inay sii yaraanayaan qaybta labaad ee sannadka, laakiin xarumaha xogta iyo baabuurta ayaa si xooggan u soo bandhigay, iyo guud ahaan. Waxqabadka suuqa ayaa la filayaa inuu noqdo mid siman 2023. Mustaqbalka fog, hagaajinta guud ee deegaanka dhaqaalaha iyo dheelitirka tartiib tartiib ah ee alaabada chip, kobaca ayaa dib u bilaaban doona 2024.
02 TCL Zhonghuan monocrystalline silicon wafer wuxuu bixiyaa "laba dhimis oo isku xigta"
Sida laga soo xigtay warbixinnada warbaahinta, TCL Central ayaa mar kale jaray qiimaha wafers silicon monocrystalline bishii Noofambar 27, ka dib markii ay jartay qiimaha Oktoobar 31.
Waxaa ka mid ah, oraahyada 150μm dhumucda P-nooca 210 iyo 182 wafers silicon waxay ahaayeen 9.30 yuan / piece iyo 7.05 yuan / piece, siday u kala horreeyaan, kuwaas oo ahaa 0.43 yuan / gabal iyo 0.33 yuan / gabal ka hooseeya xigashooyinka Oktoobar 31;Xigashooyinka ugu dambeeyay ee dhumucda 150μm N-nooca 210 iyo 182 wafers silicon waxay ahaayeen 9.86 yuan / gabal iyo 7.54 yuan / gabal, siday u kala horreeyaan, kuwaas oo ahaa 0.46 yuan / gabal iyo 0.36 yuan / gabal ka hooseeya wareegii hore ee xigashooyinka.
TCL Central waxay sheegtay in qiimaha la hirgelin doono laga bilaabo Noofambar 28. Maadaama cadaadiska alaabada ee suuqa waferku uu sii kordhayo, waferrada ayaa si cad u ah meesha ugu horeysa ee kor u kaca qiimaha.Laga soo bilaabo oraahda TCL Central, heerka hoos u dhaca dhammaan alaabooyinka ayaa gaaray 4.5%.
Marka la eego suuqa hadda jira, oo leh gudbinta kor u kaca ee silsiladda warshadaha, waa macquul in semiconductor "dabaysha qabow" ay ku dhufato goobta alaabta sare.
Waqtiga post: Dec-03-2022