Usihlalo wenkampani ye-chip: Angikholwa ukuthi amakhasimende afuna ama-chips kuphela, ngaphandle kwentengo

Usihlalo weMacronix uWu Minqiu izolo (27) uthe kusukela kwinani lamanje lenkampani / ukuthunyelwa kwezinto (inani le-B / B), "izimo zezimakethe zihle kakhulu kangikholwa nokukholwa." Manje isixazululo sokuqala samakhasimende ukuthi " thola ukufika, intengo ayiyona iphuzu. ”IMacronix isazoqhubeka nokugijimela ukuthunyelwa, ikakhulukazi emkhakheni wezimoto.

Imikhiqizo emikhulu yakwaMacronix ifaka phakathi ama-chips we-NOR, i-memory memory yohlobo lwesitoreji (i-NAND Flash), nememori yokufunda kuphela (i-ROM). Phakathi kwazo, ama-chip chips ayizinto ezibalulekile kuyo yonke imikhiqizo ye-elekthronikhi, futhi umphumela wemikhiqizo ehlobene neMacronix ungumholi womhlaba wonke embonini. UWu Minqiu ukhulume ngokuthunyelwa okuhle kwemigqa yayo emithathu emikhulu yomkhiqizo, okukhombisa imboni ye-elektroniki ekhulayo kulesi sigaba.

IMacronix ibambe umhlangano wezomthetho izolo futhi yamemezela ukuthi isilinganiso sayo senzuzo yekota yokuqala cishe ibingama-34.3%, okube ukwenyuka kusuka ku-32.4% kwikota yesine yanyakenye no-31.3% esikhathini esifanayo ngonyaka odlule; umkhawulo wenzuzo ubungu-12.1 %, ukwehla ngekota kwamaphesenti ama-2 amaphuzu, kanye nokwehla konyaka ngamaphesenti angu-0.3. Ngokuthuthuka kwama-yuan ayizigidi ezingama-48 ekulahlekelweni kokuncipha kwenani, inzuzo yekota eyodwa yayingama-yuan ayizigidi ezingama-916, ukwehla kwekota kwama-21%, ukwehla konyaka ngonyaka ngama-25%, kanye nenzuzo ephelele ye-0.5 yuan ngesabelo ngasinye.

Mayelana nokusebenza kwekota yokuqala, uWu Minqiu waveza ukuthi izinga lokushintshaniswa kweDola laseTaiwan ngonyaka odlule lalingamaphesenti ama-5 ahlukile kunalonyaka, futhi inzuzo nayo ithinte ama-yuan ayizigidi ezingama-500. imali engenayo yekota yokuqala kufanele ibe ngcono futhi yeqe ama-yuan ayizigidi eziyizinkulungwane eziyi-10.

Ukuqoqwa kweMacronix kwikota yokuqala kufinyelele kuma-yuan ayizigidi eziyizinkulungwane eziyi-13.2, kusuka ku-yuan eyizigidi eziyizinkulungwane eziyi-12,945 kwikota edlule. UWu Minqiu ugcizelele ukuthi ama-chips athandwa kakhulu kulo nyaka.Layini yomkhiqizo emithathu kulindeleke ukuthi ibe ngaphezu kwama-yuan billion ayisikhombisa ku-inventory ngaphambi kwekota yesithathu. kuyabonakala ezindaweni ezimbalwa ezilandelayo.

UWu Minqiu ukholelwa ukuthi ikota yesibili ngeke isaphazanyiswa yizinto ezinjengezinga lokushintshisana, ukusungula, nezindleko ze-R & D ze-3D NAND. Ukusebenza kuzoba ngcono kunekota yokuqala. Ngasikhathi sinye, ukwanda kwentengo kuzosiza ukuthuthukisa inzuzo, futhi ngenkuthalo gxuma izicelo zezimoto zikagesi ezihlobene nemoto. Kulindeleke ukuthi umkhawulo wenzuzo yonke kanye nenzuzo isiyonke kwikota yokuqala kufanele ibe yindawo ephansi kulo nyaka, futhi izoba ngcono kunekota yokuqala ngokuzayo.

Ngokwezibalo zeMacronix, kwikota yokuqala, izicelo ze-NOR terminal zibalwa ngama-28% wezokuxhumana, zilandelwa ngama-26% kumakhompyutha, i-17% yokusetshenziswa, i-16% ye-IMA (ukulawulwa kwezimboni, ezokwelapha ne-aerospace), ne-13% yezimoto .

UWu Minqiu uthe kwikota yokuqala, ukusetshenziswa kwama-computer kukhule kakhulu, lokhu kubangelwe ukwanda okukhulu kwezicelo ezikude ngenxa yalolu bhubhane. Yize imali engenayo yemikhiqizo yezimoto yehle ngo-2%, inyuke ngo-8% njalo ngonyaka. ekusweleni kwamachips ezimoto muva nje, kukhona noMlilo efektri enkulu yaseJapan ophazamisekile, kepha okwamanje, kubonakala sengathi isidingo sezimoto siyaqhubeka nokukhula futhi sithuthuka, futhi imikhiqizo ehlobene neMacronix isenendawo yokukhula eqhumayo.

UWu Minqiu ugcizelele ukuthi inani lemakethe eliphelele lezimoto ezingama-NOR chips lilinganiselwa ku-US $ 1 billion.Izimakethe ezinkulu zezicelo zezimoto ziseJapan, South Korea nase-Europe. Muva nje, namakhasimende amasha ase-Europe nawo ajoyine. I-ArmorFlash entsha ngokuya ngesitifiketi sokuphepha futhi kulindeleke ukuthi ingene emkhakheni wezimoto zikagesi.

Ngokwezibalo zangaphakathi zeMacronix, le nkampani ibiyindawo yesibili ngobukhulu ekukhiqizeni izimoto ze-NOR chip emhlabeni ngonyaka owedlule.Njengoba imikhiqizo yayo ingena ochungechungeni lokuphakelwa kwabakhiqizi bezimoto zokuqala, le mikhiqizo ihlanganisa izinhlelo ezahlukahlukene zokulawula izimoto njengokuzijabulisa nokucindezela kwamathayi. Kulindeleke ukuthi ama-chips eMacronix NOR kulo nyaka Isabelo semakethe sezimoto sizoba sezingeni lokuqala emhlabeni.

Ngaphezu kwalokho, iMacronix isivele ithumele izingqimba ezingama-48 ungqimba lwe-3D NAND kwiklayenti ngo-Ephreli kulo nyaka.Kunethemba lokuthi imikhiqizo yamakhasimende izothunyelwa kahle engxenyeni yesibili yonyaka, futhi imisebenzi yeMacronix izovunyelaniswa. Ngokuqondene nemikhiqizo engama-96-layer 3D NAND, kuzoba nethuba lokukhiqizwa okusemthethweni kulo nyaka.

Imboni engu-6 intshi inethemba lokuthi izothengisa ngokushesha okukhulu

Ekhuluma ngokudayiswa kwezindwangu zayo ezingamasentimitha ayisithupha, usihlalo weMacronix uWu Minqiu uveze izolo (27) ukuthi izizathu ezimbili zinomthelela esinqumweni senkampani sokulahla indwangu engamasentimitha ayisithupha. Esinye ukuthi indwangu yamasentimitha ayisithupha indala kakhulu, futhi okwesibili Izindwangu ezithile azifanele ukukhiqiza imikhiqizo yememori iMacronix esebenza kuyo. Ngokuphathelene nokwenziwa kwezinzuzo zefektri engu-6-intshi, uWu Minqiu uthe unethemba lokuthi ngokushesha okukhulu, ngokwesimo senkontileka, ngeke kubhalwe ngekota yesibili noma yesithathu.

UWu Minqiu ukugcizelele ukuthi ukuthengiswa kweMacronix kwefektri engu-6-intshi kungcono enkampanini ngokuhamba kwesikhathi.Isizathu esikhulu ukuthi noma ifektri engu-6-intshi icekelwa phansi ngokuphelele futhi yakhiwa kabusha, asikho isikhala esanele sefektri entsha. Ngaphezu kwalokho, ifektri engu-6 intshi iguqulwa ibe yifektri engu-8 intshi noma ifektri engama-intshi ayi-12.

Ekhuluma ngokuhlinzekwa nokufunwa kwemakethe yezinkumbulo, uWu Minqiu uthe, "Amakhasimende afuna njalo ukuthola izimpahla, ngakho-ke intengo ayibizi kakhulu. Manje noma ngabe ikuphi, inqobo nje uma ingalethwa, imali akuyona inkinga. "

UWu Minqiu uphinde wathi ngemuva kokubona ukuthi abakhiqizi abaningi be-NAND sebeshintshele ku-3D base benyamalala ku-SLC NAND, iMacronix isiphenduke insiza eqinile kulo mkhakha futhi iba ngumholi phakathi kwabo.

UWu Minqiu uphinde waveza ukuthi kunzima ukwengeza umthamo omusha wokukhiqiza kulo nyaka ngenxa yesikhathi eside sokulethwa kwemishini. Okwemikhiqizo esezingeni eliphansi. Umzila we-Macronix Kunzima ukufaka esikhundleni sabanye abakhiqizi. Ngaphezu kokuhlinzeka kuphela imikhiqizo esezingeni eliphakeme kumakhasimende aseJapan, kukhona namakhasimende amasha aseYurophu.

Mayelana nokwabiwa kwamandla, uWu Minqiu uphinde wathi ifektri kaMacronix engu-8-intshi inamandla angaba yizicucu ezingama-45,000 nyangazonke, ikakhulukazi ekukhiqizeni ama-NOR chips nokusatshalaliswa kwama-Foundries; ifektri engu-12-intshi inesilinganiso esikhulu kunazo zonke se-NOR chips, okulandelwa yi-NAND. Ama-Chips, futhi ekugcineni ama-ROM, yizona zinto ezibhekwe kakhulu emarheni yenzuzo enkulu.