Mutengo wezvinhu zvisina kugadzirwa waramba uchikwira, indasitiri yezvigadzirwa zvemagetsi yepasi rose yakatarisana nekumanikidzwa kwakazara.

Kubva pakupera kwegore ra2025, mitengo yesimbi huru dzakadai semhangura, sirivha, netini, pamwe nezvinhu zvakakosha zvakaita sewafers, yakwira zvakanyanya, zvichikonzera kumanikidzwa kwemitengo yakazara muindasitiri yezvikamu zvemagetsi pasi rose. Pamwe chete nekudiwa kwakanyanya munzvimbo dzesimba reAI computing nemotokari itsva dzesimba, indasitiri iyi iri kusangana nekuchinja kwechimiro, uye mabhizinesi ari munzvimbo dzepamusoro nedzepasi ari kutarisana nematambudziko akakomba.

Sekureva kwedata reindasitiri, kusvika pakupera kwaKurume 2026, mutengo wesirivha wepasi rose wakawedzera neanopfuura 270% zvichienzaniswa nekutanga kwa2025, mutengo wetini wakakwira neinenge 88%, mutengo wemhangura wakawedzera neanopfuura 45%, uye mutengo wezvinhu zvepakati 1# copper foil wakakwira neanopfuura 12% mukati mehafu yegore. Zvinhu izvi ndizvo zvinhu zvepakati zve thermistors nema diodes, zvichikonzera kuwedzera kwakanyanya kwemitengo yekugadzira mabhizinesi, uye vagadziri vazhinji vadiki nevepakati vakawira mudambudziko re "cost inversion".

Kukwira kwemitengo kwakaramba kuchipararira muindasitiri: makambani epamusoro esimbi dzakagadzirwa nemhangura akagadzirisa mitengo zvakanyanya nekuda kwekuwedzera kwemitengo yezvinhu zvisina kugadzirwa, mamwe achiwedzera ne20% mukati mevhiki uye nguva dzekutumira dzakawedzera zvakanyanya; mumunda wezvinhu zvisingashandiswi, vagadziri vemukati nevekunze vakaita seYageo neFenghua Advanced Technology vakakwidza mitengo mumwe mushure memumwe. Pakati pavo, mathermistors akaona kuwedzera kwemitengo kuri pachena nekuda kwekuwedzera kwemitengo yezvinhu zvisina kugadzirwa zvesimbi, nemamwe mamodheru achiwedzera neanopfuura 35%; mumunda wesemiconductor, makambani akadai seSMIC neTexas Instruments akakwidza mitengo ye foundry ne chip panguva imwe chete. Sezvinhu zve semiconductor zvekutanga, ma diode akawedzera mutengo ne15%-25% nekuda kwekuwedzera kwemitengo yema wafers nezvinhu zve electrode zvesimbi.

Makambani emagetsi ari pasi pema "terminal" ari pasi pekumanikidzwa kuri pachena. ASUS yanyevera kuti mitengo yemakombiyuta ichakwira ne25%-30% muchikamu chechipiri chegore, vagadziri vemafoni vakaita seOPPO nevivo vakatanga kugadzirisa mitengo, uye purofiti yakawanda yemakambani akadai seLenovo neXiaomi yakaramba ichiderera. Vari mukati meindasitiri vakataura kuti kuwedzera kwemitengo uku kunokonzerwa nekuwedzera kwezvinhu zvakagadzirwa uye kudiwa kwakanyanya kweAI, uye kusawirirana kwekudiwa kwezvinhu zvakagadzirwa kwakaoma kuderedza munguva pfupi. Parizvino, zvese zvinobatanidzwa zve "industrial chain" zviri kupindura kumanikidzwa nekugadzirisa maitiro nekugadzirisa marongero, uye vagadziri vekuChina vemuno vakaunzawo mukana wekuwana dzimwe nzira dzekubudirira. Mukupindura kukwira uku kwemitengo yezvinhu zvakagadzirwa, pamwe chete nemabhizinesi edu makuru e "diodes" ne "thermistors", kambani yedu yakagadzira matanho akati wandei ekupindura: kutanga, kugadzirisa marongerwo e "supply chain", kusaina zvibvumirano zvekushandira pamwe kwenguva refu nevatengesi vezvinhu zvakagadzirwa, kuvhara mitengo yezvinhu zvakakosha zvakaita se "copper" ne "wafers", uye kuderedza njodzi yekuchinja kwemitengo; chechipiri, kusimudzira maitiro ekugadzira, kuvandudza mashandiro ekugadzira madiode nemathermistors kuburikidza nekuvandudza tekinoroji, kuderedza kurasikirwa kwezvinhu zvisina kugadzirwa pachikamu chimwe nechimwe, uye kumanikidzwa kwemitengo; chechitatu, kugadzirisa chimiro chechigadzirwa, kuwedzera mari yekudyara muR&D muzvikamu zvemadiode nethermistor zvine mutengo wakakwira, kusimudzira kukwikwidzana kwechigadzirwa, uye kuderedza kumanikidzwa kwepurofiti yezvigadzirwa zvine mutengo wakaderera; chechina, kusimbisa kutaurirana nevatengi vari pasi, kuenzanisa mamiriro ekuwedzera kwemitengo yezvinhu zvisina kugadzirwa, uye kupa zvirongwa zvekutenga zvakawanda zvinochinjika kuti uwane kupa nekudiwa kwezvose zvinobudirira uye kupindura zvishoma nezvishoma kushanduko dzeindasitiri.