Kev ua tsov rog Asmeskas-Tuam Tshoj tuaj yeem cuam tshuam qhov kev thov rau cov khoom siv tsis zoo. Tus neeg raug cai tau taw qhia tias US-Tuam Tshoj kev lag luam ua tsov ua rog thiab lwm yam tau cuam tshuam rau kev lag luam kev thov rau cov khoom siv hluav taws xob. Kev soj ntsuam tag nrho qhia tau hais tias cov khoom siv thiab kev thov ntawm cov chip resistors tau nkag mus rau qhov sib npaug hauv lub quarter thib plaub, thiab tseem yuav muaj qhov sib txawv ntawm cov khoom siv thiab kev thov ntawm MLCC xyoo tom ntej.
Ib tsab ntawv ceeb toom los ntawm cov neeg raug cai hauv cheeb tsam tshawb xyuas channel tau taw qhia tias US-Tuam Tshoj kev lag luam ua tsov ua rog thiab kev xa khoom tsis zoo ntawm cov tuam txhab loj hauv Teb Chaws Asmeskas tau ua rau kev lag luam xav tau cov khoom siv hluav taws xob ntau dua. Tsis tas li ntawd, cov khoom lag luam tsis txaus ntawm ntau txheej ceramic capacitors (MLCCs) rau cov nroj tsuag sib dhos hauv qab tau yooj yim nyob rau hauv ib nrab xyoo no.
Tus neeg raug cai kwv yees tias qhov kev loj hlob ntawm peb lub hlis twg ntawm MLCC tus nqi hauv lub quarter thib plaub yog hais txog cov ntsiab lus qis ib tus lej feem pua, thiab tus nqi ntawm cov khoom siv chip resistors (R-Chip) tej zaum yuav zoo ib yam li lub quarter thib peb, thiab cov kev muab khoom thiab kev thov ntawm chip resistors yuav sib npaug hauv lub quarter thib plaub ntawm lub xyoo no.
Los ntawm qhov kev xav ntawm kev lag luam tiam sis, tsab ntawv tshaj tawm qhia tau hais tias qhov kev thov rau high-end MLCCs rau cov xov tooj ntawm tes thiab tsheb hluav taws xob tseem yuav muaj 25 feem pua rau 30 feem pua ntawm qhov sib txawv ntawm cov khoom siv thiab kev thov hauv peb lub xyoos tom ntej. Lub peev xwm tsim tawm ntawm cov tuam txhab Nyij Pooj thiab Kaus Lim Qab Teb tseem yog cov tseem ceeb los ntawm high-end MLCCs rau tsheb.
Tseem yuav muaj qhov sib txawv ntawm cov khoom siv thiab kev thov rau cov qauv MLCC cov khoom lag luam rau xyoo tom ntej, tab sis tus neeg raug cai tau taw qhia tias nws yuav tsum tau ua raws li cov kev xav tau ntawm kev lag luam rau cov khoom siv hluav taws xob zoo li kev saib xyuas, thiab xav tias cov Qhov sib txawv ntawm kev muab khoom thiab kev thov ntawm MLCC yuav nyob ib ncig ntawm 10 feem pua rau xyoo tom ntej.
Lub quarter thib peb ntawm 2018 tau xaus, thiab cov xov xwm hais txog qhov tsis txaus thiab tus nqi nce ntawm multilayer ceramic capacitors (MLCC) hauv kev ua lag luam tau maj mam txo. Kev ua lag luam kev txiav txim siab yuav ruaj khov. Rau Taiwanese cov neeg muag khoom xws li Yageo, Huaxinke, Heshentang, thiab Darfon, kev hloov pauv hloov pauv ntawm lub peev xwm ntau lawm yav dhau los tau mus txog lub hom phiaj ntawm cov neeg siv khoom xav tau. Nrhiav rau pem hauv ntej mus rau 2019, yuav ua li cas rub lub tsheb siab dua Siv qhov kev faib ua feem ntawm lwm cov khoom lag luam niche yog lub hom phiaj tshiab uas Taiwanese factories yuav tsum tau ua tiav.
Txij li thaum xyoo 2018, tus nqi thiab kev thov ntawm MLCC tau nce siab, ua rau ntau tus neeg muag khoom zoo siab. Tsis tsuas yog lawv tau txais kev txiav txim muag muag thiab lub peev xwm tsim tau tag nrho, tab sis txawm tias kev nthuav dav ntawm kev yuav khoom ntawm cov tshuab thiab cov khoom siv thiab cov hmoov ceramic yuav tsum tau tso siab rau kev lag luam yav dhau los kom ua tiav lawv cov kev xav tau. Qee lub tuam txhab tseem lees paub tias lub tuam txhab kev nqis peev thiab kev nthuav dav ntau lawm tau nce qib ua ntej dotcom npuas hauv xyoo 2000. Txij li tag nrho cov kws tshaj lij kev kwv yees ntseeg tias MLCC yuav nyob rau hauv lub xeev tsis txaus rau ntau tshaj 1 mus rau 2 xyoo, tau kawg, cov neeg muag khoom. yuav nce ntau lawm thiab nthuav ntau lawm, thiab siv lub sijhawm kub no kom tau nyiaj ntau.
Kev soj ntsuam kev ua haujlwm ntawm cov chaw tsim khoom loj hauv Taiwan xyoo no, tus neeg raug cai cia siab tias Yageo qhov kev ua tau zoo xyoo no yuav zoo tshaj NT $ 95 billion, thiab tag nrho cov txiaj ntsig tag nrho yuav ntau dua 62 feem pua. tshiab siab. Huaxinke (2492) kwv yees li 55 billion yuan hauv kev ua haujlwm xyoo no, thiab nws cov nyiaj tau los tag nrho yuav ntau dua 60 feem pua. Xyoo no cov nyiaj khwv tau los ntawm ib feem tau kwv yees poob qis hauv thaj tsam ntawm 47 txog 49 yuan.
Lub ntiaj teb no MLCC kev ua lag luam tseem tsis txaus. Cov koom haum txawv teb chaws nyob sab Europe tsis ntev los no kwv yees tias South Kauslim SEMCO thiab Yageo yuav yog cov neeg tau txais txiaj ntsig tseem ceeb. Yageo tau kos npe rau daim ntawv cog lus mus sij hawm ntev nrog OEMs loj thiab xav tias yuav pab txhawb kev ua haujlwm txij lub Kaum Hli.
Yageo yuav txuas ntxiv nthuav nws cov peev txheej MLCC hauv ob xyoos tom ntej. Nws kwv yees tias lub peev xwm tsim tawm txhua hli ntawm MLCC yuav ncav cuag 50 billion los ntawm qhov kawg ntawm lub xyoo no, 60 billion los ntawm qhov kawg ntawm 2019, thiab 70 billion los ntawm qhov kawg ntawm 2020.
