Taiwan-based fais fab MOSFET thiab diode cov neeg tsim khoom, xws li Advanced Power Electronics (A-Power), Eris Technology, Pan Jit International, Taiwan Semiconductor (TSC), thiab XSemi, kev sib koom ua lag luam ntawm Foxconn thiab Yageo, tau nce lawv txoj kev xa mus rau hauv. lub electric tsheb (EV) sector.
Cov peev txheej tau sau tseg tias 2022 tsis yog lub xyoo zoo rau cov tuam txhab tsim hluav taws xob uas tsim cov ICs me me, vim tias cov khoom muag siab thiab tsis muaj zog xav tau hauv kev lag luam tseem ceeb IT thiab cov neeg siv khoom siv hluav taws xob, uas suav nrog diodes thiab MOSFET.
XSemi tau xa mus rau hauv kev tswj fais fab IC (PMIC), silicon carbide (SiC), thiab silicon-based IGBT (Si IGBT) teb, raws li qhov chaw. Tsis tas li ntawd, XSemi tau ntse nkag mus rau hauv cov khoom siv rau cov tsheb npav fais fab fais fab uas yog ib feem ntawm Foxconn cov txheej txheem, cov peev txheej ntxiv.
Lwm cov tuam txhab tsim hluav taws xob hauv Taiwan kuj tseem ua haujlwm nrog MIH platform. Diode cov neeg tsim khoom kuj tseem tsom mus rau kev nthuav dav ntxiv hauv cov tsheb thiab kev tswj hwm kev lag luam, nrog rau txo lawv txoj kev vam khom rau cov neeg siv khoom siv hluav taws xob hauv kev lag luam.
Cov peev txheej tau taw qhia tias cov khoom lag luam siab ntawm cov neeg siv khoom siv hluav taws xob tsawg MOSFET cov khoom lag luam yog qhov siab siab thiab qis-kawg diodes kuj tau cuam tshuam los ntawm kev hloov kho cov khoom muag.
Kev ua haujlwm rau Taiwanese diode cov neeg tsim khoom tseem nyob ruaj khov, vim yog IDMs loj tsom rau cov khoom siv luv luv ntawm cov tsheb MOSFETs thiab Si IGBTs, uas ua rau muaj qhov tsis txaus ntawm qee qhov nruab nrab thiab high-end fais fab. Tsis tas li ntawd, Taiwanese hluav taws xob tivthaiv cov neeg tsim khoom tau maj mam nkag mus rau hauv automotive electronics peripherals teb, thiab kev thov rau cov khoom siv hluav taws xob thiab cov qauv rau kev tswj hwm kev lag luam thiab lub zog ntsuab tseem nyob ruaj khov.
Taiwanese diode cov tuam txhab tau taw qhia tias ntau tus neeg xa khoom thoob ntiaj teb, suav nrog Foxconn / MIH platform, yog cov neeg siv khoom cuam tshuam, thiab lawv zoo siab txog "10- xyoo sib txawv" ntawm EVs.
Eris cov nyiaj tau los sib sau ua ke tag nrho yog NT $ 186 lab (US $ 5.82 lab) hauv lub Cuaj Hli rau qhov nce ntxiv ntawm 1.2 feem pua. Ua ke cov nyiaj tau los ntawm Lub Ib Hlis mus txog Lub Cuaj Hli mus txog qhov siab tshaj plaws NT $ 1.66 billion, nce xyoo ntawm 10.2 feem pua.
TSC cov nyiaj tau los rau lub Cuaj Hli yog NT $ 1.34 billion rau qhov txo qis ntawm 0.91 feem pua thiab qhov nce xyoo ntawm 8.7 feem pua . Peb lub hlis twg cov nyiaj tau los thiab cov nyiaj tau los ntawm Lub Ib Hlis-September ob leeg tau teeb tsa cov tuam txhab cov ntaub ntawv tshiab rau tib lub sijhawm. Kev loj hlob txhua xyoo hauv 2022 twb tau tshaj 20 feem pua.
Pan Jit cov nyiaj tau los rau lub Cuaj Hli mus txog NT $ 1.05 billion. Kev ua tau zoo txij lub Ib Hlis-Cuaj Hlis tseem nyob qis.
A-Power, tus tswv lag luam loj tshaj plaws ntawm XSemi, pom cov nyiaj tau los ntawm thawj peb lub hlis twg ntawm 2022 ncav cuag NT $ 3.21 billion, kwv yees ib yam li xyoo 2021. yav tom ntej, A-Power cia siab tias yuav ua lub luag haujlwm tseem ceeb hauv pab pawg thiab yog twb tau xa mus rau hauv MOSFET, IBGT, thiab SiC cov khoom siv hluav taws xob.
