I-Dmass ibike imali engenayo ye-Q3 yokusabalalisa ama-semiconductor we- € 2.46bn no- € 1.13bn wokuthengisa okusabalalisa kwe-IP. Amalungu ahlanganisiwe e-DMAss, amboze cishe ama-80% e-AURONTECTION 'TAM, imibiko ebika kabusha i- € 3.6bn, i-35.6% ye-Q3.
Usihlalo omusha we-Dmass, uHerman Reiter, wengeze inothi lokuqapha, noma kunjalo, ethi kusekhona ukushoda kwezingxenye kuyo yonke imikhakha yemakethe. "Ngenkathi sibonakala sikujabulela ukukhula okunempilo okwamanje, ingcindezi ikhona kubo bonke ababambiqhaza bemakethe ukuthola izixazululo futhi igweme ukuphazamiseka okwengeziwe. Lapho isimo siyoshintsha singacaci, kepha sinethemba lokuthi 2022 lizoletha impumuzo.
Ukubhidliza amazwe nezifunda, imibiko ye-DMAss etholakala e-Italy yakhula ngo-54% ku-Q3, enezimali ze- € 21.8% ukukhula (imali engu-20% yokukhula (imali engu-40% ye- € 167m. IJalimane yakhula ngo-25% ku-Q3, ibona imali engenayo ye- € 672m, ilandelwa yiFrance (36.4% no- € 152m) kanye ne-Eastern Europe kanye nemali engenayo ye- € 430m.
Izindawo eziphakeme kakhulu ukukhula esikhathini zazithathwa (ukukhula okungama-57.4% kanye ne- € 149M) kanye nezinkumbulo (54.4% ukukhula kanye nemali engenayo € 241M). Ezinye izimakethe eziphawuleka zazingezinzwa ze-semiconductor ezikhule ngo-39.6% kuye ku- € 72m kanye nama-semiconductors akhuphuke ngama-38% ku € 291m. I-Logic ejwayelekile inyuke ngo-35,8% kuye ku- € 34m, umkhakha we-Opto ukhiphe ngo-34.6% ngemali engenayo ye- € 237m, i-Logic Logic ekhuphuke ngo-35m.
Ezinye izindawo zibe nokukhula okukhulu: Imikhiqizo ye-analogue yakhula nge-24.4% kuya ku- ngemali engenayo ye- € 122m.
Ukuthengiswa kwe-Dmass IP kukhule ku-Q3 / CY21 ngo-44.7% kuye ku- € 1.13bn. Njengasemakethe ye-semiconductor, iJalimane naseMpumalanga Yurophu izimakethe ezinkulu kunazo zonke zesifunda, ezilandelwa yi-Italy, i-UK, France namazwe aseNordic. Ezingeni lomkhiqizo, amathoyizi nemikhiqizo ye-elekthromechanical yakhula ngo-45% no-46% ngokulandelana ngemali engenayo ye- € 539m (amathoyizi) kanye ne- € 530M yama-65 isikhathi esiya ku- € 65m.
Izimangaliso ze-Reiter ezikhuphukayo: "Kuyamangaza ukuthi ngezikhathi zokushoda, izindawo eziningi zomkhiqizo zibonisa amazinga aphezulu okukhula aphezulu ngenkathi ezikhathini ezijwayelekile ukusakazeka kukhulu impela. Kuyaqabukela futhi ukubona imikhiqizo ye-IP ikhiphe uhlangothi lwe-semiconductor ngezinga elinjalo. Ngo-2021, sinethemba lokuthi sizosondela noma sidlule umaki ongu-20% unyaka nonyaka wazo zonke izinto.
"Siyethemba ukuthi maphakathi no-2022 sizobona impumuzo endlebeni yokuhlinzekwa kanye necala lokuhlinzekwa," kusho yena. Ubhekisela kumamaki we-geololitic wokungenisa embonini ", lapho ukutholakala nokufinyelela kubuchwepheshe kungashayela ukuthuthukiswa kunokuba kufunwa yimakethe yangempela yemakethe".