Lisebelisoa tsa elektronike tsa likoloi, tse ntseng li hōla ka potlako lilemong tsa morao tjena, li ka 'na tsa tobana le mathata.Freescale, moetapele oa 'maraka oa lefats'e ho li-semiconductors tsa likoloi, o holile ka 0.5% kotareng ea bobeli.Ho putlama ha indasteri ea elektroniki ho ile ha etsa qeto ea hore indasteri eohle ea lefats'e ea elektronike e ntse e tla be e le har'a leru le sa sebetseng la nako.
Lihlahisoa tse feteletseng tsa semiconductor tsa phepelo ea lisebelisoa tsa elektroniki tsa lefats'e li ile tsa lula li le holimo halofong ea pele.Ho ea ka iSuppli, lihlahisoa tsa semiconductor li ile tsa eketseha karolong ea pele, ka tloaelo nako ea thekiso e liehang, ho ea holimo ho $ 6 limilione tse likete, 'me matsatsi a bafani ba thepa (DOI) e ne e le matsatsi a ka bang 44, matsatsi a mane ho tloha bofelong ba 2007. karolong ea bobeli ha e le hantle li ne li sa fetoha ho tloha karolong ea pele ha barekisi ba ntse ba theha thepa bakeng sa halofo ea bobeli ea selemo e batlang e le matla.Le hoja tlhokahalo e tlase ka lebaka la maemo a moruo a ntseng a mpefala e le ntho e tšoenyang, re lumela hore thepa e feteletseng ka har'a ketane ea phepelo e ka thefula karolelano ea litheko tsa thekiso ea li-semiconductor, e leng se tlatselitseng ho putlama ha 'maraka halofong ea bobeli ea selemo.
Meputso ea halofo ea pele ea lik'hamphani tse thathamisitsoeng e ne e fokola
Karolong ea pele ea selemo sena, lik'hamphani tse thathamisitsoeng lefapheng la likarolo tsa elektroniki li fihletse Lekeno la ts'ebetso ea li-yuan tse limilione tse likete tse 25.976, ho fihla ho 22.52% ka nako e ts'oanang selemong se fetileng, e tlase ho feta sekhahla sa kholo ea lekeno la likarolo tsohle tsa A (29.82%). ;Phaello ea kakaretso e fihlile ho li-yuan tse limilione tse likete tse 1.539, e nyolohile ka 44.78% selemo le selemo, e phahametse sekhahla sa kholo ea 19.68% ea 'maraka oa A-share.Leha ho le joalo, ho sa kenyeletsoe lekala la pontšo ea kristale ea mokelikeli, phaello e ngata ea lekala la lisebelisoa tsa elektroniki halofong ea pele ea selemo e ne e le li-yuan tse limilione tse 888 feela, liperesente tse 18.83 tse tlase ho feta phaello ea selemo se fetileng ea li-yuan tse limilione tse likete tse 1.094.
Halofo ea selemo ea ho theoha ha phaello ea elektroniki ho fokotsehile haholo ka lebaka la phokotseho e kholo ea khoebo.Selemong sena, indasteri ea tlhahiso ea lehae ka kakaretso e tobane le lintlha tse ngata tse kang ho phahama ha litheko tsa thepa le lisebelisoa, ho phahama ha litšenyehelo tsa basebetsi le kananelo ea RMB.Ke mokhoa o ke keng oa qojoa hore phaello e felletseng ea lik'hamphani tsa elektroniki e fokotsehe.Holim'a moo, likhoebo tsa lapeng ha e le hantle li bohareng le pheletsong e tlase ea phiramide ea thekenoloji, 'me li itšetlehile feela ka melemo ea litšenyehelo tsa basebetsi ho nka sebaka' marakeng oa machaba;Tlas'a maemo a maholo a indasteri ea elektronike ea lefats'e e kenang nakong ea ho hōla, tlhōlisano ea indasteri e ntse e eketseha, theko ea lihlahisoa tsa elektronike e bontšitse ho theoha ho hoholo, 'me bahlahisi ba malapeng ha ba na tokelo ea ho bua ka litheko.
Hajoale, indasteri ea elektroniki ea China e nakong ea phetoho ea ntlafatso ea theknoloji, 'me tikoloho e kholo ea selemo sena bakeng sa likhoebo tsa elektroniki tsa China ke selemo se thata.Ho putlama ha moruo lefatšeng ka bophara, tlhokahalo e ntseng e putlama le yuan e ntseng e phahama li behile khatello e matla indastering ea naha ea lisebelisoa tsa elektroniki, e itšetlehileng ka 67% ea thepa e romelloang kantle ho naha.E le ho loantša ho nyoloha ha theko, 'muso o tiisitse leano la lichelete ho thibela moruo ho futhumala ho feta tekano le ho fokotsa litheolelo tsa lekhetho bakeng sa barekisi ba kantle ho naha.Ho phaella moo, litšenyehelo tsa ho sebetsa le litšenyehelo tsa basebetsi li ntse li phahama, 'me theko ea lijo, peterole le motlakase ha e e-s'o khaotse ho nyoloha.Mefuta eohle ea lintlha tse kaholimo e etsa hore sebaka sa phaello ea likhoebo tsa lapeng se kopane le khatello e matla.
Theko ea plate ha e na molemo
Kakaretso ea litekanyetso tsa P/E tsa lefapha la likarolo tsa elektroniki li phahame ho feta boemo bo tloaelehileng ba mmaraka oa A-share.Ho latela tlhahlobo ea lintlha tse tsoang China Daily ka 2008, karolelano e matla ea meputso ea 'maraka oa A share ka 2008 ke makhetlo a 13.1, ha karolo ea elektroniki e le makhetlo a 18.82, e leng holimo ka 50% ho feta boemo ba mmaraka ka kakaretso.Sena se boetse se bonts'a meputso ea lik'hamphani tse thathamisitsoeng ho indasteri ea elektroniki e lebelletsoeng ho theoha, e leng se etsang hore kakaretso ea boleng ba poleiti e be boemong bo batlang bo fetelletse.
Ha nako e ntse e ea, boleng ba matsete ba A-share electronic stocks bo itšetlehile ka ntlafatso ea boemo ba indasteri le phaello e tlisoang ke ntlafatso ea lihlahisoa tsa khoebo le theknoloji.Ka nako e khuts'oane, hore na lik'hamphani tsa elektronike li ka fetola phaello, senotlolo ke hore na 'maraka oa kantle ho naha o ka hlaphoheloa, le hore na litheko tsa thepa le lisebelisoa tse ling tse tala li tla theoha butle-butle ho fihlela boemong bo loketseng.Kahlolo ea rona ke hore indasteri ea likarolo tsa elektroniki e tla lula e le maemong a tlase ho fihlela koluoa ea US subprime e fela, moruo oa US le linaha tse ling tse tsoetseng pele li hlaphoheloa, kapa likarolo tsa lisebelisoa tsa elektroniki kapa tsa Marang-rang ha li hlahise tlhokahalo ea lits'ebetso tse ncha tse boima.Re ntse re tsoela pele ho boloka boemo ba rona ba matsete bo "sa nke lehlakore" lekaleng la likarolo tsa elektroniki, kaha maemo a hajoale a mpe a nts'etsopele ea lekala ha a bonts'e matšoao a ntlafatso kotareng ea bone e lebelletsoeng esale pele.
Nako ea poso: Jan-18-2021