Tichipinda muchikamu chechipiri chegore ra2026,indasitiri yepasi rose yemagetsi nemagetsiiri kutarisana nekumanikidzwa kukuru kwemitengo. Kukwira kwemitengo muindasitiri yese, kunokonzerwa nekudiwa kukuru kwesimba reAI computing uye kukwira kwakanyanya kwemitengo yezvinhu, kuri kupararira nekukurumidza. Kukwira kwemitengo kwave kubvumirana pakati pemakambani ese, kubva kuzvinhu zvikuru kusvika kumidziyo yemagetsi yemagetsi nemidziyo yemagetsi yevatengi, zvichichinja zvakanyanya mamiriro emusika nesarudzo dzevatengi.
1. Kumanikidzwa kaviri kubva kuzvinhu zvisina kugadzirwa nemachipisi, mitengo yakwira mumakore akawanda
Kukwira kwemitengo kuri kuitika pari zvino kunobva mukushamisika kwemitengo miviri.
Kudivi rezvinhu zvakagadziriswa, mitengo yezvinhu zvakawanda zvakaita semhangura, aruminiyamu uye mapurasitiki eABS iri kuramba ichikwira. Kusvika kutanga kwaKubvumbi, mutengo wemhangura wakasvika RMB 94,452 patani, zvichikwira ne18.2% gore negore; electrolytic aruminiyamu yakakwira ne13.5% gore negore; mutengo wepurasitiki weABS wakakwira ne26.2% gore negore. Mhangura inobhadhara 25%-30% yemari yekugadzira air conditioner, zvichiwedzera pamusoro peRMB 300 kune yega yega 1.5HP unit; mitengo yerefrigerant yakakwira ne80% gore rino chete.
Kudivi remachipisi nezvinhu zvemagetsi, kugona kwekugadzira maAI servers kwakonzera kuvharika kwemagetsi. Vagadziri vakuru vekuchengetedza zvinhu vanosanganisira Samsung neSK Hynix vakachinja 70%-80% yesimba ravo repamusoro kuenda kuHBM (High Bandwidth Memory), zvichiita kuti pave nekushaikwa kweDRAM neNAND flash yevatengi. Mitengo yemaMCU nemachipisi ekuchengetedza zvinhu zvemumba yakakwira neanopfuura 30% mumwedzi mitanhatu. Musi wa3 Kubvumbi, Mitsubishi Gas Chemical yekuJapan yakazivisa kuwedzera kwemitengo ne30% pamhando yezvigadzirwa zvayo zvecopper-clad laminate (CCL), ichiteverwa nevagadziri vepamusoro vemuno vakaita seKingboard neNan Ya. Mitengo yeavhareji yeindasitiri yePCB inotarisirwa kukwira neanopfuura 20%.
2. Indasitiri yeMidziyo Yepamba Yatungamira muKuchinja Mitengo, Mitengo Yekutengesa Yakwira Zvikuru muna Kubvumbi
Kumanikidzwa kwemitengo kwakakurumidza kupararira kumusika wezvitoro. Kutanga musi wa1 Kubvumbi, mhando dzinotungamira dzinosanganisira Midea, Haier neTCL dzakawedzera mitengo yezvinhu: ma air conditioner akakwira ne5%-8% (RMB 100-150 payuniti); midziyo yekicheni yakakwira ne10%-20%; zvinhu zvichena nemidziyo midiki yemumba yakakwira ne3%-5%; mamwe mamodheru emhando yepamusoro akaona kuwedzera kwe30%.
Kugadziriswa kwemitengo uku kwakananganawo nekudzoreredza purofiti yeindasitiri, iyo yakadzvinyirirwa nehondo dzemitengo dzakareba. Pamwe chete nekuchinja kwemutemo we2026 werubatsiro rwekutsiva midziyo yemumba kubva kurubatsiro rwakazara kuenda kumakuponi ane nguva shoma, chiyero cherubatsiro chaderera kusvika pa15%, zvichibvumira mitengo kudzokera zvishoma nezvishoma kumitemo yemusika. Vari mukati meindasitiri vanofanotaura kuti sezvo zvinhu zvinodhura zvishoma zvichipera, vatengi vachanzwa kuwedzera kwemitengo kuri pachena mushure meChivabvu.
3. Kuwedzera Kwesimba rePCB & Semiconductor Kunokurumidza, asi Kushomeka Kwenguva Pfupi Kunoramba Kuchienderera
Vachitarisana nekudiwa kukuru, indasitiri iri kukurumidza kuwedzera kugona kwevashandi.SEMICON China 2026 shZvikwereti zvakaratidza kuti makambani ekurongedza nekuyedza akadai seTaiji Semiconductor neTongfu Microelectronics akazivisa hurongwa hwekuwedzera huwandu hwekugadzira muna 2026; vagadziri vepamusoro vePCB vemuno vakaisa mari inopfuura RMB 40 bhiriyoni muhuwandu hwepamusoro.
Zvisinei, kuwedzera simba remagetsi kunosanganisira nguva yakareba yekunonoka. Zvigadzirwa zveSemiconductor zvinotora mwedzi 18-24 kuti zvivakwe, uye nguva yekutumira michina yePCB yepamusoro inogona kusvika makore maviri. TrendForce inofanotaura kuti kushomeka kwezviwanikwa kucharamba kuripo mugore ra2026, uye kukwira kwemitengo kunogona kusvika muhafu yekutanga ya2027. Kubatanidzwa kwemaindasitiri kuri kuwedzera: makambani anotungamira anosimbisa chinzvimbo chavo kuburikidza nehukuru uye mabhenefiti etekinoroji, nepo vagadziri vadiki nevepakati vachitarisana nekumanikidzwa kaviri kubva kumitengo nemirairo, zvichikurumidzisa kuburitswa kwemusika.
4. Kusimudzira AI Kunova Kiyi Yekubudirira, Shanduko Yepamusoro-soro Inokurumidzisa
Matambudziko anounzawo mikana. AWE 2026 yakasimbisa kuti midziyo yemumba inoshandisa AI ndiyo yave budiriro huru muindasitiri. Midziyo yemumba yakangwara ine mamodheru makuru emitauro yavandudzwa kubva pa "midziyo inoshanda" kuenda ku "vabatsiri vemararamiro", nemitengo yemayuniti ichikwira ne30%-100% uye mari yakawanda iri kuwedzera ne5-10 muzana. Musi wa31 Kurume, TCL yakasaina chibvumirano neSony chekutanga mubatanidzwa webhizinesi rayo rekuvaraidza kumba, zvichiwedzera kurongeka kwepamusoro uye kwepasi rose muchikamu cheTV.
Nguva yekutumira: Kubvumbi-10-2026
