Iyo Yole Boka neATREG nhasi inoongorora hupfumi hwepasi rose semiconductor indasitiri kusvika parizvino uye kukurukura kuti vatambi vakuru vanofanirwa sei kuisa mari kuchengetedza yavo yekugovera cheni uye chip kugona.
Makore mashanu apfuura akaona shanduko huru muindasitiri yekugadzira chip, senge Intel kurasikirwa nekorona kune vaviri vakwikwidzi vatsva, Samsung neTSMC.Intelligence Principal Analyst Pierre Cambou akawana mukana wekukurukura mamiriro aripo epasi rose semiconductor industry landscape nekushanduka kwayo.
Mukukurukurirana kwakasiyana-siyana, vakafukidza musika uye tarisiro yekukura kwayo, pamwe neiyo ecosystem yepasirese uye kuti makambani anogona kukwirisa sei.Ongororo yezvekudyara kwazvino muindasitiri uye marongero evanotungamira indasitiri vatambi anosimbiswa, pamwe nenhaurirano yekuti makambani esemiconductor ari kusimbisa sei macheni avo epasi rose.
Global Investment
Iyo yakazara yepasirese semiconductor musika inokura kubva pamutengo weUS $850 bhiriyoni muna 2021 kusvika kuUS $913 bhiriyoni muna 2022.
United States inochengetedza 41% yemusika share;
Taiwan, China inokura kubva pa15% muna 2021 kusvika 17% muna 2022;
South Korea yakaderera kubva pa17% muna 2021 kusvika 13% muna 2022;
Japan neEurope zvinoramba zvisina kuchinjwa - 11% uye 9%, zvichiteerana;
Mainland China inowedzera kubva pa4% muna 2021 kusvika pa5% muna 2022.
Musika wemidziyo yesemiconductor inokura kubva kuUS $555 bhiriyoni muna 2021 kusvika kuUS $573 bhiriyoni muna 2022.
Chikamu chemusika cheUS chinokura kubva pa51% muna 2021 kusvika pa53% muna 2022;
South Korea ichiderera kubva pa22% muna 2021 kusvika 18% muna 2022;
Chikamu chemusika cheJapan chinowedzera kubva pa8% muna 2021 kusvika pa9% muna 2022;
Mainland China inowedzera kubva pa5% muna 2021 kusvika pa6% muna 2022;
Taiwan neEurope zvinoramba zvisina kuchinjwa pa5% uye 9% zvichiteerana.
Zvisinei, kukura kwemusika wemakambani eUS semiconductor device kunowedzera zvishoma nezvishoma kukosha-yakawedzerwa, uye pasi rose kukosha-yakawedzerwa kuderera kusvika 32% ne2022. Zvichakadaro, nyika yeChina yakaisa zvirongwa zvekukura zvakakosha US $ 143 bhiriyoni ne2025.
US uye EU CHIPS Act
Iyo US Chip neScience Act, yakapasiswa muna Nyamavhuvhu 2022, yaizopa madhora mabhiriyoni makumi mashanu nenhatu zvakanangana nemasemiconductors kuti akwidze tsvakiridzo yemumba nekugadzira.
European Union (EU) CHIPS Act ichangoburwa, yakavhota muna Kubvumbi 2023, inopa mari inosvika mabhiriyoni makumi mana nemanomwe emadhora iyo, pamwe chete neyakagoverwa neUS, inogona kupa chirongwa chemabhiriyoni zana emadhora ekuyambuka Atlantic, 53/47% US/EU.
Kwemakore maviri apfuura, vanogadzira chip kutenderera pasirese vanga vachigadzira zviziviso zvekudyara zvekukwezva CHIPS Act mari.Zvinei kambani nyowani yeUS yeWolfspeed yakazivisa mari inosvika mabhiriyoni mashanu ekudyara muchirimwa chayo che200mm silicon carbide (SiC) mumoyo weMassinami padyo neUtica, New York, iyo inotanga kugadzirwa muna Kubvumbi 2022. Intel, TSMC, IBM, Samsung, Micron Technology neTexas. Zviridzwa zvakatangawo izvo zvinotsanangurwa neATREG sekuwedzera kwehukasha mukuda kuwana chidimbu cheUS chip bill funding pie.
Makambani eUS anotora 60% yekudyara kwenyika mumasemiconductors.
Kudyira kunze kwakananga kwekunze (DFI) kunoverengera vamwe, akadaro Pierre Kambou, muongorori mukuru weYole Intelligence.TSMC's $40 bhiriyoni yekudyara mukuvaka machira muArizona ndeimwe yakakosha, ichiteverwa neSamsung (madhora makumi maviri neshanu emadhora), SK Hynix (madhora gumi nemashanu emadhora), NXP (madhora mazana maviri nemazana matanhatu emadhora), Bosch (madhora mazana maviri nemakumi mashanu emadhora) uye X-Fab (madhora mazana maviri emadhora) .
Hurumende yeUS haina chinangwa chekutsigira chirongwa chese, asi ichapa rubatsiro rwakaenzana ne5% kusvika 15% yekushandiswa kwemari yeprojekti yekambani, nemari isingatarisirwe kudarika 35% yemutengo.Makambani anogona zvakare kunyorera kiredhiti yemutero kudzosera 25% yemari yekuvaka chirongwa.“Kusvika pari zvino, nyika makumi maviri dzekuAmerica dzakaisa mari inodarika mabhiriyoni mazana maviri ane gumi emadhora mumari yakazvimiririra kubva pakasainwa mutemo weCHIPS kuti uve mutemo,” akadaro Rothrock."Kudanwa kwekutanga kweCHIPS Act application mari kunovhura mukupera kwaKukadzi 2023 kumapurojekiti ekuvaka, kuwedzera kana kugadzirisa zvivakwa zvekutengesa zvekugadzira inotungamira-kumucheto, yazvino-yechizvarwa uye yakakura-node semiconductors, kusanganisira yekumberi-yekupedzisira-yekupedzisira wafer. kugadzira uye kumashure-kumagumo ekurongedza zvidyarwa."
"MuEU, Intel inoronga kuvaka $ 20 bhiriyoni fab muMagdeburg, Germany, uye $5 bhiriyoni yekurongedza uye nzvimbo yekuyedza muPoland. Kudyidzana pakati peSTMicroelectronics neGlobalFoundries kuchaonawo 7 bhiriyoni yekudyara mune imwe nyowani nyowani muFrance. uyezve, TSMC, Bosch, NXP neInfineon vari kukurukura nezvekudyidzana kwemadhora bhiriyoni gumi nerimwe.Cambou akawedzera.
IDM iri kuisawo mari muEurope uye Infineon Technologies yakatanga chirongwa chemadhora mabhiriyoni mashanu muDresden, Germany."Makambani eEU anotora 15% yemari yakaziviswa mukati meEU. DFI inotora 85%," akadaro Cambou.
Kana tichifunga nezvezviziviso kubva kuSouth Korea neTaiwan, Cambou akagumisa kuti US yaizogamuchira 26% yehuwandu hwese semiconductor investimendi uye EU 8%, ichiona kuti izvi zvinobvumira US kudzora yayo yekugovera cheni, asi inowira pasi pechinangwa cheEU. yekudzora 20% yehuwandu hwepasi rose panosvika 2030.
Nguva yekutumira: Jul-09-2023