IBeijing, Novemba 13, 2025 - Iqhutshwa ukululama okuqhubekayo kwemakethe yethebhulethi yomhlaba wonke kanye nokunwetshwa okusheshayo kwezimo ezifufusa zohlelo lokusebenza, okufunwa kwezinto zokwenziwa ezibalulekile ezisetshenziselwa ukwenziwa kwamathebhulethi e-tablet kubonile ukukhula okubalulekile. Ngokusho kwemininingwane yakamuva evela kumafemu okucwaninga kwemakethe, okuthengwa kwezinto ezibucayi ze-semiconductor - kufaka phakathi i-silicon, i-germanium, i-gallium, yethusi, kanye nezinto zomhlaba ezingavamile - ngonyaka ka-23% kwikota yesithathu ka-2025. Ngokusobala,
I-Silicon Wafers ephezulu ye-Silicon ne-Gallium NITRIDE (GAN) Izinto zokwakha, ezibalulekile ezinhlelweni zokukhiqiza chip ezithuthukile, zibone ukukhula okusheshayo, zidonsela ukunaka okusheshayo kulo lonke elasehangeni.
Imfuno yokuhlinzwa ishayela ukwanda okubonakalayo okubonakalayo
Ukutholwa kwenyuka kwamathebulethi emsebenzini okude, imfundo eku-inthanethi, ukudala okuqukethwe kwedijithali, kanye ne-Industrial Intelligence ithole isidingo esinamandla samadivayisi aphezulu wokusebenza. Ikakhulu emikhakheni efana nemfundo, ukunakekelwa kwempilo, kanye nokuhlolwa kwensimu ekwakheni, amaphilisi akhethekile asephenduke amathuluzi abalulekile wokuguqulwa kwedijithali. Lo mkhuba uthuthukise ngqo izidingo zama-chips asemqoka - anjengama-processos aphezulu aphezulu, amamoyeli wokuxhumana we-5G, nama-accelerator e-AI ashesha - ukuhumusha kukhuphukile kwesidingo sokwenziwa kwezinto ezikhuphukayo.
"Njengamathebulethi avela kumagajethi wabathengi abe yi-Professional, asebenza kakhulu, afuna amandla amakhulu wekhompyutha, ukusebenza kahle kwamandla, kanye nokuhlanganiswa okuvela kuma-chips," kusho umhlaziyi ovela kuma-china enkabeni yokuthuthukiswa kwezimboni (CCID). "Lokhu kudonsela abashayeli be-chipmaker ukuthi basebenzise izinqubo zokukhiqiza ezithuthukile, njengezindawo ezingama-5mm neze-3mm, ezathembela kakhulu ku-silico ebumsulwa ebumsulwa kanye nezinto ezikhethekile."
Nikeza izingqinamba ezisheshayo Imboni yamasu iyahamba
I-Silicon ephezulu yokuhlanza i-monocrystalline silcon ihlala iyisisekelo ekwenziweni kweChip, i-accounting isikhathi esingaphezu kwama-30% wezindleko. Ngaleso sikhathi, izinto ezibanzi ze-bandgap semiconductor ezinjenge-Gallium NITride (Gan) kanye ne-Silicon Carbide (Sic) ziya ngokuya zisetshenziswa ekuphathweni kwamandla kanye namamojula wokushaja okusheshayo kwezibhebhe eziphezulu. Isidingo salezi zinto zokwakha sikhule ngesilinganiso sonyaka esidlula ama-40% iminyaka emibili elandelanayo.
Ephendula, abahlinzeki abakhulu bomhlaba wonke bandisa amandla okukhiqiza. I-Wacker Chemie ye-Wacker yaseJapan ye-shin-etsu yamakhemikhali yaseJapan iye yamemezela ukutshalwa kwezimali okwengeziwe emigqeni yokukhiqiza eyakhiwe ngo-12-inch. Izinto ezisetshenzisiwe ze-U.S. EChina, izinkampani ezinjengeZhongghuan Co neHualu-Healilicon zisheshisa imizamo yasendaweni yokwenza ngcono ukwaneliseka ku-Silicon Wafers ephezulu.
Izinto zomhlaba ezingavamile njenge-PraceOdymium neNeodymium, ezisetshenziswe kwizikhulumi zethebhulethi, ama-motor, kanye nezinzwa, nazo zithola ukubaluleka. Ngosizo lomhlaba wonke wamandla aluhlaza kanye namadivayisi ahlakaniphile, ukubaluleka kwamasu okubaluleka komhlaba okusalela emhlabeni kuyakhula. Ochwepheshe bezimboni bafuna amasistimu wokuphinda basebenzise kabusha futhi bathuthukise isiyingi sokunciphisa ubungozi obungahle banikeze.
Ukusungula kanye nokusimama kwesandla
Ebhekene nezindleko ezikhuphukayo ezibonakalayo kanye nokungaqiniseki kwe-geopolitical, izinkampani ezinkulu zobuchwepheshe ziqhubekela ekuhlanganisweni okuthe mpo. I-Apple, i-Samsung, neHuawei isungula izivumelwano zesikhathi eside kanye nezinhlelo ezihlangene ze-R & D ezinabahlinzeki bezinto ezibonakalayo ukuze bavikele ukuqina okuzinzile. Ngaleso sikhathi, imboni ihlola ngentshiseko ubuchwepheshe bokupakisha obuthuthukisiwe obufana nokufakwa kwe-chip kanye nemiklamo ye-chiplet ukunciphisa ubukhulu bezinto ezibonakalayo ngeyunithi ngayinye yamandla e-computing.
"Esikhathini esizayo, ukusungulwa kwezinto ezintsha ezintweni ze-chip ngeke kube yindawo yempi yezobuchwepheshe kuphela kepha futhi kuyitshe lokuhlinzekwa kwe-supply chain kanye nokuqina," kusho umqondisi we-Asia-Pacific eSemi (imishini ye-semiciactucts kanye nezinto zokwakha International). "Ukukhiqiza okuluhlaza, izinto eziphansi zekhabhoni, kanye namamodeli omnotho wokuzungeza azoba amazinga amasha embonini."
Okuzayo
Ukuqagela kukhombisa ukuthi ukuthunyelwa kwethebhulethi yomhlaba wonke kuzohlala ngaphezulu kwamayunithi ayizigidi eziyi-180 ngo-2027. Kuhlanganiswe nokuhlanganiswa kwe-AI kanye nokukhishwa kwezinto ezintsha zefomu, imakethe yezinto ezibonakalayo ze-chip raw kulindeleke ukuthi idlule i-USD 100. Umkhakha ubona kabanzi kabanzi ukuthi ukuhlinzekwa okuzinzile kanye nokuphumelela kwezobuchwepheshe ngezinto ezingavuthiwe kuzobaluleka ekuqiniseni okusha kumadivayisi ahlakaniphile.
Ukukhathazeka kwezobuchwepheshe kanye nokuphepha kwezinsizakusebenza, umkhakha we-taptom chip we-taptom ungena enkathini engakaze ibonwe ngamathuba - wethula zombili izinselelo nezisombululo zokuqina kanye nokuqina kwemvelo yemvelo ye-semiconductor yomhlaba.
Isikhathi sePosi: Nov-13-2025
