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Akụkọ

N'azụ ahịa igwe gam akporo akwụsịla akwụsị: mgbawa mgbawa, ndakpọ nrụnye ọkọnọ

Ọ bụghị naanị na a ga-akwakọba ala na ụlọ, kamakwa ekwentị.

Dị ka ọkachamara nyocha ekwentị Ming-Chi Kuo si kwuo,Igwe androidna-eche ihu n'ihe ize ndụ nke elu Ndepụta Ngwaahịa, na Xiaomi banyere Ẹkot 20-30 nde cell ekwentị akụkụ Ndepụta Ngwaahịa, kasị ike ikpo elu bụ processor, Samsung ekwentị mkpanaaka na akụkụ ha ngwaahịa, na-atụ anya na June nwere ike belata na nkịtị mmiri. ọkwa.

N'ọnwa Mee gara aga, ụlọ ọrụ ama ama ama China tụrụ nde 30 nde ngwa ahịa ama ama, ọdịda nke ngwa ngwa karịa ka a tụrụ anya ya, ruo ụzọ atọ, ụlọ ahịa Android system cell phone yinye mgbawa na-emepụta ngwa ahịa na mgbanaka nọgidere na-ebili, oke Weir, Jusheng micro na teknụzụ Huideng, Ụbọchị ntugharị ngwa ahịa karịrị nkezi ọkwa nke ihe fọrọ nke nta ka ọ bụrụ afọ atọ, ebe n'ozuzu mbupu ekwentị zuru ụwa ọnụ n'afọ gara aga, dara n'ọnọdụ kasị ala kemgbe 2013.

https://www.yingnuode.com/new-and-original-xczu11eg-2ffvc1760i-own-stock-ic-soc-cortex-a53-1760fcbga-product/

Ekwentị mkpanaka ụlọ dị ala na nke etiti na-ebute agha ọnụahịa a na-enwetụbeghị ụdị ya, ụdị Apple dị elu bụkwa mbelata ọnụ ahịa dị ụkọ, ihe ndekọ dị ugbu a nke ihe ndekọ ekwentị ekwentị kemgbe ihe karịrị otu afọ, otu esi emetụta na ịma jijiji ụlọ na Ekwentị mba ofesi electronic components ụlọ ọrụ yinye?Kedu mgbe a ga-ehichapụ ngwa ahịa?Gụọ akụkọ a ma ị ga-amụta banyere ya.

1. Xiaomi, Samsung cell phone inventory ọnọdụ

2. otú cell ekwentị emepụta ka inventory

3. Arụmọrụ kachasị ọhụrụ nke agbụ ekwentị ekwentị

 

01 Great Android nlaghachi azụ

Ọchịchọ dị ala na nke etiti bụ nke kacha njọ

Android igwe na-eche ihu ihe ize ndụ nke elu inventory, na Ndepụta Ngwaahịa nwechapụ nwere a ukwuu nlaazu, n'ihi na-adịghị ike na-achọ akụkụ na components si ụdị ma ọ bụ nkesa / ndị na-ere ahịa, ndị ọkachamara kwenyere na ọzọ 6-9 ọnwa ka ga-ahụ a nnukwu ọnụ ọgụgụ nke. Mbupu n'afọ ọ bụla n'afọ uto ọnụego mbelata.

Ego azụmaahịa ekwentị Xiaomi belatara 11.1% kwa afọ na nkeji nke atọ nke 2022, na mbupu ekwentị na-agbada 8.4% kwa afọ ruo nde 40 yana ASP ekwentị gbadara 3% ruo 1,058 yuan.

Nkwalite mbelataka na-aga n'ihu, n'oge na-adịbeghị anya Xiaomi Group Onye isi ala Lu Weibing kwuru na ọnụ ahịa RedmiK60 ọhụrụ ya, bụ nke ewepụtara na Disemba, ebelatala naanị yuan 2,999 maka 12+512GB, mbelata ọnụ ahịa yuan 300, yana nkwa ọnụahịa maka ndị ọrụ zụrụlarị ụdị a.

N'ezie, site na nkwalite na njedebe nke afọ gara aga, ngwaahịa ekwentị Xiaomi nke ọnụ ọgụgụ buru ibu nke ngwaahịa dị ọnụ ala na nke ọkara agbadala, mana ọ kabeghị kpamkpam n'ihe ize ndụ nke nnukwu ngwa ahịa.Ndepụta ya nke "ngwaahịa emepụtara" ruru ijeri yuan 27.3 na nkeji nke atọ nke 2022, gbadata site na afọ gara aga, mana na-aza 65% nke ego ekwentị ya na nkeji nke atọ.

Ọrụ onye isi ụlọ ọrụ gam akporo gam akporo Samsung adịghịkwa enwe nchekwube.

Ego enwetara Samsung Electronics' nkeji anọ nke 2022 dara 8 pasent kwa afọ yana uru arụ ọrụ dị ala karịa ka echere na mbụ, n'etiti ihe ndị ọzọ, iji nwayọ ire ahịa ekwentị na ngalaba MX (Mobile eExperience) ya.Ngalaba MX nke Samsung bụ akụkụ nke otu azụmaahịa DX (Device eExperience), ego ya na-enweta dara 4% kwa afọ yana 10% n'usoro na nkeji nke anọ nke 2022 mgbe ejikọtara ya na ego sitere na ngwa ụlọ na ngwaahịa ndị ọzọ.

Nkwụsị ekwentị ekwentị, ibe ekwentị na akụkụ eletrọnịkị ndị ọzọ na-akpakọba ọnụ ahịa dị elu, ka esi agbarie ebuka ndị a, ndị na-emepụta ekwentị emeela ihe omume ụlọ akwụkwọ ha.Ndị mgbawa ahụ kpughere na ọchịchọ dị na ahịa ekwentị dị ala na nke etiti bụ nke na-adịghị ike ma e jiri ya tụnyere ahịa ekwentị dị elu.N'ezie, na 1000-3000 yuan ọnụahịa ọnụahịa nke ahịa ekwentị dị ala na nke etiti, ekwentị smart ụlọ na-ekpuchikwa ebe kachasị ukwuu ọzọ.

Kacha kpọmkwem bụ concessions, price agha, mainstream ekwentị na-emepụta na-na "6.18", "Double 11" na ndị ọzọ dị mkpa oge ọnụ maka ọkpụrụkpụ n'ọkwá.N'ọnwa Nọvemba gara aga, ahịa ekwentị kpọbatara n'ememe "ichere oriri", ogige gam akporo, 2000 yuan nwere ike ịzụta nhazi arụmọrụ kwesịrị ekwesị nke "igwe ịwụ", ¥1000 ọnụahịa bụ ihe ka ndị mmadụ were anya.¥2000-3000 nke Mbelata ọnụahịa na-apụtakarị ìhè.

Apple cell phones n'èzí gam akporo ogige, na-enyo enyo na-ekere òkè na price Mbelata usoro, afọ gara aga Apple cell phones dị nnọọ tọhapụrụ ihe na-erughị otu ọnwa, na mgbakwunye na elu-ọgwụgwụ ụdị nke ndị nkịtị ụdị dara n'okpuru banyere 5200 yuan, site na February 5 nke a. afọ, Apple nwekwara obere mbelata ọnụ ahịa, elu-ọgwụgwụ ụdị iPhone 14 Pro usoro na-anọghị n'ịntanetị ikike ụlọ ahịa na-ebelata ọnụ ahịa ihe dị ka yuan 700, ahịa ama ama zuru ụwa ọnụ na-ebute oge ọchịchịrị.

Nsuputa na igba egbe nkenhazi igwe ọhụrụ, nwekwara ike ịdabere na nleba anya nke ngwaahịa, ha maara "mmanya ochie na karama ọhụrụ", ihe kachasị mma bụ ihe nlereanya nwere ike iji obere nhazi nhazi.

Ụfọdụ maara ọrụ kwuru na afọ a, anyị na-ahụ ọtụtụ ngwaahịa, ọbụna isi ngwaahịa, na-anọgide na-eji nnọọ ochie components, na ụfọdụ components na nnukwu inventories ga-eji na isi ụdị, alaka ngwaahịa nanị ike igbari ngwa ahịa.

Malite na ọkara nke abụọ nke 2021, akụkụ eletrọnịkị ekwentị ebidola ịgba ọkụ, dị ka ọnụ ọgụgụ Jiji Cat si kwuo, ọtụtụ ụdị na 2021 na nhazi nke ụfọdụ ngwaahịa mgbawa ama ama ka ọ dị mma, wee depụta ya maka ọrịre na 2022.

Ụfọdụ n'ime nhazi oge ochie nke afọ ndị gara aga na 2022 ka nwere ike ịhụ mgbe niile, dị ka Qualcomm Snapdragon 870, Snapdragon 778, ọkwa ekwentị CMOS IMX766, ngwakọta igwefoto 8 + 2 MP kpochapụwo, ngwa ọhụrụ mmiri gụnyere ngwaahịa flagship. , gụnyere isi ngwaahịa nke ọ bụla, anyị na-awụsa nkwalite ahụ abụghị ihe doro anya, na ụfọdụ na-agbada.

Ruo ogologo oge, usoro ngbanwe nkwekọrịta nkwekọrịta ụlọ ọrụ bụ ọnwa 18, mana site na 2022, a na-agbatị usoro ngbanwe maka ndị na-azụ ahịa ụlọ ruo ọnwa 30 na 36.Onye isi ndị na-emepụta ihe na-enye ndị na-emepụta ekwentị kwuru na site na nkeji nke atọ na nke anọ nke 2021, mbelata ọnụahịa aghọwo isi okwu nke ndị na-emepụta ekwentị, mgbasa ozi nke MediaTek na Qualcomm's processor chips amalitela ibelata ọnụ ahịa.

Mbelata ọnụahịa nke igwe ọhụrụ ahụ na-aga n'ihu na mmalite nke afọ 2023, ekwentị dị ala, ọnụahịa mmekọahụ Redmi abụghịzi otu onye, ​​​​gbakwunyere Ace2, ezi GT Neo5 mkpọchi 2000-3000 yuan ọnụahịa, na-echekwa adịghị ike karịa nke Nhazi K60 n'otu oge ịkwụ ụgwọ n'eziokwu.

Mgbe e mesịrị na-emepụta otú na-eche ihu nlaazu na ina, ikekwe na nke afọ a "6.18" ịzụ ahịa ememme pụrụ hụrụ - onye ahịa amaba nnukwu, onye rere emezighituri, atọ ngwaahịa nsogbu.

https://www.yingnuode.com/new-and-original-xczu11eg-2ffvc1760i-own-stock-ic-soc-cortex-a53-1760fcbga-product/

02 Mkpọsa ekwentị mkpanaaka kacha ọhụrụ.

Na-amị amị, adịghị ike

Ngwa eletrọnịkị nke ekwentị mkpanaaka, ebe nchekwa ihe dị ka 15-20%, processors na ibe ibe ndị ọzọ na-enweta ihe dịka 15-20%, ihuenyo 10-20%, igwefoto 10-15%, RF / antenna 5-10%, na mgbakwunye na shells / akụkụ akụkụ, batrị, FPC / PCB na na.

N'afọ 2022, nnukwu nkwụghachi ụgwọ ndị ahịa na-emetụta ụdọ ọkọnọ ekwentị, yana ọkwa ngwa ahịa na-eme ka ọkụ na-acha ọbara ọbara, ọbụlagodi na-eduga na mfu arụmọrụ, gụnyere mana ọnweghị oke na mgbawa ekwentị ekwentị MediaTek na Qualcomm, Texas Instruments with Ndị ahịa kachasị ukwuu, onye ndu mgbawa akara mkpịsị aka Huitian Technology, onye ndu oghere anya anya zuru ụwa ọnụ Sunwoo Optical, ndị na-eme mgbawa RF ahọpụtara Micro na VTech, onye isi MLCC Murata, yana ọtụtụ ndị na-emepụta mgbawa ebe nchekwa, na-ebute gburugburu ahịa na-esiri ike na 2023. .

Ndị a bụ nsonaazụ kacha ọhụrụ nke ụlọ ọrụ metụtara akụrụngwa ekwentị ọ bụla.

Ihe nhazi ekwentị na ibe ndị ọzọ

Ntinye ego MediaTek's Q4 2022 jụrụ 25% kwa afọ yana 26% n'usoro.Akụkụ azụmaahịa ekwentị, nke nyere 52% nke ego MediaTek na nkeji nke anọ nke 2022, gbadara 25% kwa afọ yana 30% n'usoro n'ihi mbelata na China, ọchịchọ ndị ahịa na-adịghị ike na mgbanwe ngwaahịa ekwentị OEM dị ka ndị ahịa na-akpa ike. gbanwee ngwa ahịa ha, akụkụ MediaTek agbanweela ego ha nwetara maka nkeji mbụ nke 2023 ruo $ 300-ijeri $ 3.4, gbadaa 35- MediaTek ewedala ego ha nwetara na $ 300-3.4 ijeri maka Q1 2023, gbadaa 35-40% afọ karịa afọ na 3-12% n'usoro, ma duzie ọkwa ngwa ahịa ka ọ laghachi na nkịtị na njedebe nke H1 2023.

Ego ntinye ego nke Qualcomm's CDMA Teknụzụ (QCT) maka nkeji mbụ nke mmefu ego 2022/23, nke gụnyere mgbaaka ekwentị, ngwa RF n'ihu njedebe, ibe ụgbọ ala na ngwaọrụ IoT, jụrụ 11 pasent kwa afọ, yana ego mgbawa ekwentị gbadara 18. pasentị site n'afọ ruo n'afọ.N'inye ọnọdụ akụ na ụba na ọchịchọ, ụlọ ọrụ ahụ na-ebelata mmefu ego ma ugbu a na-atụ anya ịrị elu ọkwa ọnụọgụ ọwa na ụlọ ọrụ ekwentị ga-aga n'ihu ruo opekata mpe ọkara mbụ nke 2023, na-agbada n'ihu na mbupu ekwentị 3G, 4G na 5G nwere ike na 2023 ma e jiri ya tụnyere. ruo 2022.

Onye ndu mgbawa akara mkpịsị aka Huideng Technology na-atụ anya inweta uru net nke ndị nwe ụlọ ọrụ nne na nna nke -900 nde yuan na -600 nde yuan maka afọ 2022, ma e jiri ya tụnyere otu oge nke afọ gara aga, nke ga-ebute mfu. .Isi ihe kpatara mgbanwe na arụmọrụ bụ na ihe ka ọtụtụ n'ime ngwaahịa ụlọ ọrụ na-adabere na ahịa smartphone, nke na-emetụta ọnọdụ mba ụwa, macroeconomy na ọrịa na-aga n'ihu, na-akpata nnukwu ọdịda nke ahịa na ọchịchọ ndị ahịa;N'otu oge ahụ, isi asọmpi ngwaahịa nke ụlọ ọrụ ahụ emeela ka nrụgide ọnụahịa ahịa dịkwuo elu, na-akpata mbelata 35% ruo 45% kwa afọ na ego ụlọ ọrụ na-arụ ọrụ na 2022. Na mmefu ego 2022, ndokwa maka mmebi nke akụ dị iche iche bụ. echere na ọ ga-esi na $702 nde ruo $872 nde.

Mpempe ebe nchekwa ekwentị

Ego Samsung Electronics 'Q4 2022 gbadara 8%, uru na-arụ ọrụ na-agbadata 69% kwa afọ.Otu azụmaahịa DS (Ngwọta Ngwaọrụ), nke bụ isi maka azụmaahịa semiconductor na azụmaahịa mgbawa, kọrọ mbelata 24% na ego ha nwetara na nkeji nke anọ nke 2022 ma e jiri ya tụnyere otu oge ahụ n'afọ gara aga yana mbelata 13% site n'otu oge ahụ n'afọ gara aga. ;ego ha nwetara maka afọ zuru ezu 2022 bụ ijeri 9,846 meriri (ihe dị ka ijeri $79.9), mmụba nke 3% ma e jiri ya tụnyere 2021. Mbelata nke ego ha nwetara maka otu azụmaahịa a bụ n'ihi nnabata ngwaahịa n'akụkụ ndị ahịa na ọnụ ahịa mgbawa ebe nchekwa dị ala.

Ego ha nwetara n'ime ụzọ anọ nke 2022 SK Hynix dara 38 pasent kwa afọ, yana mfu net nke 3.52 trillion meriri ($2.881 ijeri), ma e jiri ya tụnyere uru net nke 3.32 trillion meriri ($2.717 ijeri) otu afọ tupu mgbe ahụ, SK Hynix mbụ nkeji iri na ise. ọnwụ kemgbe nkeji nke atọ nke afọ 2012 yana mfu kacha nke otu ụzọ n'ụzọ anọ na ndekọ.SK Hynix ka nwere enweghị nchekwube banyere ahịa ahịa na nkeji mbụ nke 2023, na-atụ anya na uto mbupu mgbawa DRAM nwere ike ibelata ihe karịrị 10% na mkpọda ahụ ga-aga n'ihu na ọkara mbụ nke afọ.

Ego enwetara Micron gbadara 39% n'usoro yana 47% kwa afọ na nkeji mbụ nke mmefu ego 2023. N'iburu oke nkwekọ dị n'etiti ọkọnọ na ọchịchọ na-abanye n'ime 2023, Micron na-atụ anya na a ga-ama aka inweta uru ụlọ ọrụ niile n'afọ niile.Micron na-eme mkpebi siri ike iji belata ọkọnọ na mmefu.Micron na-eme mkpebi siri ike iji belata ọkọnọ na mmefu.

Ngosipụta ekwentị

Nnukwu ihe ngosi ụlọ BOE 2022 ụzọ atọ n'ụzọ anọ mbụ ego ha nwetara 132.744 ijeri yuan, gbadata 19.45% kwa afọ;uru net pụtara ijeri yuan 5.291, gbadaa 73.75% kwa afọ.N'ime ha, ego ruru nkeji nke atọ bụ ijeri RMB 41.134, gbadata 26.79% kwa afọ;uru net nke nne nyere bụ ijeri RMB 1.305.2022 Site na Jenụwarị ruo Septemba, ụlọ ọrụ ahụ mere ndokwa maka mmebi nke akụ dị iche iche na-agbakọta RMB 7,482.22 nde, na mfu ahụ mebiri emetụta uru nke -RMB 2,957.17 nde.

Samsung SDC (Ngosipụta Samsung) ego otu azụmaahịa maka nkeji nke anọ nke 2022 bụ 9.31 trillion meriri (ihe dị ka ijeri $7.6), gbadata 3% n'afọ na 1% n'usoro;ego afọ 2022 zuru ezu bụ 3.438 trillion meriri (ihe dị ka ijeri $ 27.9), elu 8% tụnyere 2021. Samsung kwuru na ekwentị OLED dị elu emetụtaghị ogwe aka OLED nke ukwuu, ego ha nwetara ka siri ike.

https://www.yingnuode.com/new-and-original-xczu11eg-2ffvc1760i-own-stock-ic-soc-cortex-a53-1760fcbga-product/

Ngwa ahịa mgbawa agbagoro ụnyahụ

Kedu mgbe ọ ga-agbake?

Ụlọ ọrụ ekwentị enweela ihe ịma aka n'ichepụta ihe n'oge gara aga.

Na 2014, na mbata nke oge 4G, ndị isi atọ na-arụ ọrụ iji belata ego enyemaka, "China Cool Union" nkesa, azụmahịa ụlọ ahịa na-atụ ụjọ "200 nde inventory";nkeji mbụ nke ntiwapụ nke okpueze ọhụrụ nke 2020, egbochiri ngwa agha, mbupu ekwentị China nke na-erughị nde 50, nke kacha ala na nkeji itoolu gara aga, ebe ọ bụ na nke a na-egbochighị ma dọpụta oriri mmegwara, nkeji nke abụọ nke 2020 na-ebufe ihe karịrị nde 100.

Mwepu ngwa ahịa na njedebe nke afọ abụrụla ihe a na-eme kwa ụbọchị maka ndị na-emepụta smartphone, dị ka mbelata dị ukwuu na yinye gam akporo iji wepụ ihe ngwọta na-enweghị ihuenyo na njedebe nke 2017, yana mbelata na enweghị ihe ọhụrụ na Apple. ụdị na njedebe nke 2018.

N'ihe gbasara ihe omume Huawei na enweghị isi mmiri na 2021, ndị na-emepụta ekwentị na-eche asọmpi obi ọjọọ na-etinye ihe ize ndụ iji nwekwuo nkwakọba.Mwepụ nke Huawei, nke bụ 40%-50% nke ahịa ekwentị nke mba, na-emekwa ka ndị egwuregwu ekwentị malite inwe nchekwube na-enweghị isi.Na 2022 onu oriri, ọnọdụ dị na Russia na Ukraine, ọrịa na-efe efe nke ụlọ, ndị na-azụ ahịa ekwentị iji dochie ọnọdụ obi jụrụ oyi, ọtụtụ ndị na-ahọrọ ịnọgide na-enwe "dị nlezianya".

Na Mee 2022, mgbasa ozi kọwara mbelata nke ụlọ ọrụ ama ama nke China dị ka “usoro na-ada ada”, ebe ụlọ ọrụ ekwentị enweelarị igwe ekwentị 30 nde na ngwaahịa, gụnyere ihe karịrị nde 20 emechara yana ihe karịrị nde 10 emechara ngwaahịa na ihe ndị bụ isi. dị na ngwaahịa.Strategy Analytics weputara akụkọ na-egosi na mbupu ekwentị zuru ụwa ọnụ nke ijeri ijeri 1.2 na 2022 nọ n'ọnọdụ kachasị ala kemgbe 2013.

N'ahịa ụlọ, ahịa ekwentị China ga-ebuga ihe dị ka nde 286 na 2022, gbadata 13.2% kwa afọ.Na nkeji nke anọ, ahịa ama ama China butere ihe dị ka nde 72.92, gbadata 12.6% kwa afọ.

Ọchịchọ nke enweghị ike ịkpọte ga-arụgide ndị na-eme mgbawa mgbawa, mgbawa ekwentị ụlọ, ọkachasị sistemụ gam akporo na-eche nrụgide ngwa ahịa ka ukwuu ihu.

Ka ọ na-erule 2022 Q3, ndị na-eme ihe mgbawa ekwentị ekwentị na-aga n'ihu na-abawanye n'otu mgbanaka ahụ, na ndị na-eme ihe mgbawa ekwentị Weir, Josun Micro na Huideng Technology, dịka ọmụmaatụ, ụbọchị ngbanwe ngwa ahịa nke ụlọ ọrụ atọ ahụ. dị nso ma ọ bụ karịa ụbọchị 250, karịa nkezi ọkwa nke afọ atọ gara aga.Ọkwa ngwa ahịa na-arị elu nkeji iri na anọ site na nkeji iri na ise kemgbe 21Q1, na site na 22Q3 ụbọchị ngbanwe ngwa ahịa nke ụlọ ọrụ atọ a eruola ụbọchị 277, 284 na 247 n'otu n'otu, karịa nkezi ọkwa nke ụbọchị 113 nke ndị na-eme mgbawa ekwentị zuru ụwa ọnụ.

Global smartphone Mbupu na-mgbe niile na-ede ndị kasị njọ pụta na akụkọ ihe mere eme, nkezi Ndepụta Ngwaahịa nke ekwentị ibe na-anọgide na-eme ka ọhụrụ highs, ọ bụ ezie na downturn na ekwentị mkpanaaka bụ ihe na-apụghị ịgbagha agbagha eziokwu, ma ugbu a na Great Recession mgbe ala nke mgbawa okirikiri. mgbe mgbake semiconductor, arụmọrụ smartphone, ka na-anwale obi ike onye ọ bụla.


Oge nzipu: Feb-24-2023