Tlhahiso ea lefats'e ka bophara e ameha ha bahlahlobisisi ba lemosa ka litaba tsa phepelo selemong se tlang
Baetsi ba likoloi lefatšeng ka bophara ba tobane le khaello ea li-chip e ba qobellang ho emisa tlhahiso, empa batsamaisi le bahlahlobisisi ba re ba kanna ba tsoela pele ho loana ka lilemo tse ling kapa tse peli.
Moetsi oa li-chipmaker oa Jeremane Infineon Technologies o itse bekeng e fetileng e ne e loana ho fana ka mebaraka ha seoa sa COVID-19 se sitisa tlhahiso Malaysia. Khampani e ntse e sebetsana le liphello tsa sefefo sa mariha Texas, United States.
CEO Reinhard Ploss o ile a re lethathamo la lintho li ne li le “tlase historing; lichifi tsa rona li romelloa ho tloha lifemeng (lifekthering) ka kotloloho ho ea lits'ebetsong tsa ho qetela".
"Tlhokahalo ea li-semiconductors ha e so hlake. Leha ho le joalo, hajoale, 'maraka o tobane le boemo bo thata haholo ba phepelo," ho boletse Ploss. A re boemo bona bo ka tšoarella ho fihlela 2022.
Kotsi ea morao-rao indastering ea likoloi ea lefats'e e fihlile ha Renesas Electronics e qala ho khutlisa thepa ea eona ho tloha bohareng ba Phupu. Setsebi sa chipmaker sa Japane se ile sa chesoa ke mollo semeleng sa sona pejana selemong sena.
AlixPartners e hakantse hore indasteri ea likoloi e ka lahleheloa ke $ 61 bilione selemong sena ka lebaka la khaello ea li-chip.
Stellantis, moetsi oa likoloi e moholo ka ho fetisisa lefatšeng, o lemositse bekeng e fetileng hore khaello ea semiconductor e tla tsoela pele ho ama tlhahiso.
General Motors o boletse hore khaello ea li-chip e tla e qobella ho etsa lifeme tse tharo tsa Amerika Leboea tse etsang literaka tse kholo.
Ho emisoa ha mosebetsi e tla be e le lekhetlo la bobeli libekeng tse sa tsoa feta moo limela tse tharo tse kholo tsa literaka tsa GM li tla emisa boholo kapa tlhahiso eohle ka lebaka la koluoa ea chip.
BMW e hakantse hore likoloi tse 90,000 ha li khone ho hlahisoa ka lebaka la khaello ea selemo sena.
"Ka lebaka la ho hloka botsitso ha hona joale mabapi le lisebelisoa tsa semiconductor, re ke ke ra thibela monyetla oa hore lipalo tsa rona tsa thekiso li angoe ke linako tse ling tsa tlhahiso," ho boletse setho sa boto ea BMW bakeng sa lichelete Nicolas Peter.
China, Toyota e ile ea emisa mohala oa tlhahiso Guangzhou, motse-moholo oa profinse ea Guangdong, bekeng e fetileng kaha e ne e sa khone ho boloka li-chips tse lekaneng.
Volkswagen le eona e kile ea angoa ke koluoa ena. E rekisitse likoloi tse limilione tse 1.85 Chaena halofong ea pele ea selemo, ho fihlela liperesente tse 16.2 selemo le selemo, e tlase haholo ho feta sekhahla sa kholo ea 27%.
"Re bone thekiso e botsoa ho Q2. Ha se hobane bareki ba Machaena ka tšohanyetso ba ne ba sa re rate. Ke hobane re angoa haholo ke khaello ea li-chip, "ho boletse CEO oa Volkswagen Group China, Stephan Woellenstein.
O boletse hore tlhahiso e ile ea ameha haholo ka Phuptjane mabapi le sethala sa eona sa MQB, seo likoloi tsa Volkswagen le Skoda li hahiloeng ho sona. Limela li ne li tlameha ho lokisa merero ea tsona ea tlhahiso hoo e ka bang letsatsi le letsatsi.
Woellenstein o re likhaello li ntse li le teng ka Phupu empa li tla fokotsoa ho tloha ka Phato ha moetsi oa koloi a ntse a fetohela ho barekisi ba bang. Leha ho le joalo, o lemositse hore maemo a phepelo ka kakaretso a lula a tsitsitse mme khaello e akaretsang e tla tsoela pele ho fihlela 2022.
Mokhatlo oa China oa Baetsi ba Likoloi o boletse hore thekiso e kopaneng ea baetsi ba likoloi naheng eo ho hakanngoa hore e theohile ka liperesente tse 13,8 selemo le selemo ho isa ho limilione tse 1.82 ka Phupu, mme khaello ea li-chip e le sesosa se seholo.
Jean-Marc Chery, CEO oa Franco-Italian chipmaker STMicroelectronics, o re litaelo tsa selemo se tlang li fetisitse matla a k'hamphani ea hae ea ho etsa lihlahisoa.
Ho na le kananelo e pharaletseng ka har'a indasteri ea hore khaello "e tla tšoarella ho fihlela selemong se tlang bonyane", o boletse joalo.
Infineon's Ploss o itse: “Re etsa sohle seo re ka se khonang ho ntlafatsa litaba ka har'a ketane eohle ea boleng 'me re sebetsa ka mokhoa o tenyetsehang ka hohle kamoo ho ka khonehang molemong oa bareki ba rona.
"Ka nako e ts'oanang, re ntse re tsoela pele ho aha bokhoni bo eketsehileng."
Empa lifeme tse ncha ha li khone ho bula hang-hang. "Ho aha bokhoni bo bocha ho nka nako - bakeng sa lesela le lecha, ho feta lilemo tse 2.5," ho boletse Ondrej Burkacky, molekane e moholo le moetapele-'moho le boikoetliso ba li-semiconductors lefatšeng ka bophara ho McKinsey.
"Kahoo likatoloso tse ngata tse qalang hona joale li ke ke tsa eketsa bokhoni bo teng ho fihlela 2023," ho boletse Burkacky.
Mebuso ea linaha tse fapaneng e etsa matsete a nako e telele ha likoloi li ntse li fetoha bohlale 'me li hloka li-chips tse ngata.
Ka Mots'eanong, Korea Boroa e phatlalalitse letsete la $ 451 bilione molemong oa ho ba senatla sa semiconductor. Khoeling e fetileng, Senate ea Amerika e ile ea vouta ka $ 52 bilione ho lithuso bakeng sa limela tsa chip.
European Union e batla ho eketsa karolo ea eona ea matla a ho etsa li-chip lefatšeng ka bophara habeli ho liperesente tse 20 tsa mmaraka ka 2030.
China e phatlalalitse maano a matle ho khothaletsa nts'etsopele ea lekala. Miao Wei, letona la mehleng la indasteri le theknoloji ea tlhahisoleseling, o itse thuto ea khaello ea lefats'e ea li-chip ke hore China e hloka indasteri ea eona e ikemetseng le e laolehang ea li-auto chip.
"Re mehleng eo software e hlalosang likoloi, 'me likoloi li hloka li-CPU le lits'ebetso tsa ts'ebetso. Kahoo re lokela ho rera esale pele, ”ho boletse Miao.
Likhamphani tsa China li ntse li tsoela pele ka lichifi tse tsoetseng pele, joalo ka tse hlokehang bakeng sa mesebetsi ea ho khanna e ikemetseng.
Horizon Robotics e thehiloeng Beijing e rometse lichifi tse fetang 400,000 ho tloha ha ea pele e kengoa moetsong oa lehae oa Changan ka Phuptjane 2020.
Nako ea poso: Sep-09-2021