Tseeb! N-hom Silicon Wafers Plummeted 7.1%!
Tsis ntev los no, tus nqi ntawm N-hom silicon wafers tau poob qis dua, nrog kev poob qis ntawm 7.1%. Cov xov xwm no tau nyiam cov neeg nyiam thoob plaws hauv kev lag luam. Nws tau tshaj tawm tias cov nqi silicon wafer poob dua lub lim tiam no, thiab kev lag luam tam sim no yog tsom rau kev tshem tawm cov khoom muag thaum ntxov. Thaum lub Peb Hlis, silicon wafer muaj peev xwm ncav cuag qhov siab tshiab, ncav cuag 69.75GW. Qhov ceev ntawm cov khoom siv zom zom ntawm silicon wafer kawg tau nce, thiab cov tuam txhab polysilicon tau tswj hwm ntau lawm ntawm lub peev xwm.
Tus nqi nruab nrab ntawm M10 monocrystalline silicon wafers (182mm / 150μm) poob rau 0.244 yuan / thooj, ib lub lim tiam-rau-lub lim tiam ntawm 2.22%; tus nqi nruab nrab ntawm N-hom monocrystalline silicon wafers (183.75mm / 130μm / 256mm) poob rau 0.235 yuan / thooj. wafers, ib lub lim tiam-rau-lub lim tiam txo ntawm 7.10%; Tus nqi nruab nrab ntawm kev hloov pauv ntawm G12 monocrystalline silicon wafers (210 mm / 150 μm) poob rau 0.351 yuan / thooj, ib lub lis piam-rau-lub lim tiam txo ntawm 3.41%.
Yog li vim li cas N-hom silicon wafer cov nqi poob qis? Ua ntej tshaj plaws, lub peev xwm ntawm silicon wafer tam sim no nyob rau hauv kev ua lag luam tau nce ntau, ua rau muaj qhov xwm txheej ntawm kev muag khoom hauv khw, uas tau ua rau tus nqi ntawm silicon wafers poob mus ntxiv. Tsis tas li ntawd, kev poob qis hauv kev thov rau lub zog tshiab tsheb kuj tseem ua rau muaj kev poob qis dua rau cov nqi silicon wafer.
Txawm li cas los xij, nws yuav tsum tau taw qhia tias lub plunge hauv N-hom silicon wafers tsis tau txhais hais tias tag nrho silicon wafer kev lag luam tab tom ntsib teeb meem. Ntawm qhov tsis sib xws, silicon wafer ntau lawm tseem nce ntxiv, thiab tag nrho cov xwm txheej ntawm silicon wafer ua lag luam yog qhov zoo. Ntxiv mus, cov tuam txhab polysilicon tseem muaj peev xwm tsim tau tag nrho, uas tseem qhia tau tias kev ua lag luam silicon wafer ua tau zoo heev. Tsis tas li ntawd, kev lag luam silicon wafer tseem niaj hnub tsim kho tshiab, ntxiv dag zog rau kev kho dua tshiab thiab cov khoom lag luam tshiab, txhawm rau hloov kho kom zoo dua rau kev lag luam xav tau.
Txawm hais tias tam sim no tus nqi silicon wafer tau ntsib qee qhov kev hloov pauv, nyob rau lub sijhawm ntev, kev lag luam silicon wafer yuav tsum loj hlob tsis tu ncua. Raws li thaj chaw xws li lub zog tshiab, kev tsim khoom ntse, thiab Is Taws Nem txuas ntxiv txhim kho, qhov kev thov rau silicon wafers yuav maj mam nce. Yog li ntawd, peb yuav tsum muaj tus cwj pwm zoo rau kev ua lag luam silicon wafer, siv zog los tsim ib qho chaw zoo rau nws txoj kev loj hlob, thiab txhawb kev txhim kho thiab kev noj qab haus huv ntawm kev lag luam.
Feem ntau, lub cev qhuav dej ntawm N-hom silicon wafers yog qhov tshwm sim luv luv. Peb yuav tsum kho nws rationally thiab nyob twj ywm optimistic. Txawm hais tias muaj qee qhov kev hloov pauv hauv kev ua lag luam silicon wafer, tag nrho kev ua tau zoo yog qhov zoo thiab tseem muaj peev xwm loj heev yav tom ntej. Silicon wafer tuam txhab uas muag yuav tsum ceev kev kho dua tshiab thiab cov khoom innovation, thiab txuas ntxiv txhim kho lawv cov kev sib tw kom zoo dua rau kev lag luam xav tau. Nyob rau tib lub sijhawm, tsoomfwv yuav tsum ntxiv dag zog rau nws txoj kev txhawb nqa rau kev lag luam silicon wafer thiab tsim kom muaj kev loj hlob zoo rau nws.