Mumakore maviri apfuura, musika wesemiconductor wakasangana nenguva isati yamboitika, asi kubva muhafu yechipiri yegore rino, kudiwa kwakashanduka kuita kudzikira uye kwakatarisana nenguva yekumira.Kwete chete ndangariro, asi zvakare wafer foundries uye semiconductor dhizaini makambani akarohwa nechando wave, uye musika wesemiconductor unogona "kudzosera kukura" gore rinouya.Panyaya iyi, makambani ekugadzira semiconductor akatanga kuderedza mari muzvivako uye kusimbisa mabhanhire avo;Tanga kunzvenga dambudziko.
1. Global semiconductor kutengesa kwakashata kukura kwe4.1% gore rinouya
Gore rino, musika we semiconductor wakakurumidza kushanduka kubva ku boom kuenda kune bust uye uri kupfuura munguva yekuchinja kwakasimba kupfuura nakare kose.
Kubva 2020, iyosemiconductor musika, iyo yakanakidzwa nekubudirira nekuda kwekukanganiswa kweketani uye zvimwe zvikonzero, yakapinda munguva yekutonhora kwakanyanya muhafu yechipiri yegore rino.Sekureva kweSIA, kutengesa kwepasirese semiconductor kwaive $47 bhiriyoni munaGunyana, pasi ne3% kubva mumwedzi iwoyo gore rapfuura.Iyi ndiyo yekutanga kutengesa kuderera mumakore maviri nemwedzi misere kubva muna Ndira 2020.
Neizvi sekutanga, zvinotarisirwa kuti musika wepasi rose semiconductor musika wekutengesa uchakura zvakanyanya gore rino uye kudzoreredza kukura gore rinouya.Pakupera kwaMbudzi gore rino, WSTS yakazivisa kuti musika wepasi rose semiconductor unotarisirwa kukura ne4.4% zvichienzaniswa negore rapfuura, kusvika 580.1 bhiriyoni US dollar.Izvi zvakapesana nekuwedzera kwegore rapfuura 26.2% mukutengesa semiconductor.
Kutengeswa kwepasi rose semiconductor kunotarisirwa kunge kuri madhora 556.5 bhiriyoni gore rinouya, pasi ne4.1 muzana kubva gore rino.MunaAugust chete, WSTS yakafanotaura kuti semiconductor misika yekutengesa yaizokura ne 4.6% gore rinouya, asi yakadzokera kune zvakashata zvakafanotaurwa mukati memwedzi ye3.
Kudzikira kwekutengesa semiconductor kwakakonzerwa nekudzikira kwekutakurwa kwemidziyo yemumba, maTV, mafoni, makomputa emabhuku, uye zvimwe zvigadzirwa zvekuwedzera, izvo zvaive zvakanyanya kudiwa-divi.Panguva imwecheteyo, nekuda kweinflation yepasi rose, denda idzva rekorona, hondo yeRussia-Ukrainian, mubereko unowedzera uye zvimwe zvikonzero, chido chevatengi chekutenga chiri kudzikira, uye musika wevatengi uri kusangana nenguva yekumira.
Kunyanya, kutengesa kwendangariro semiconductors kwakadonha zvakanyanya.Kutengeswa kwememory kwakaderera ne12.6 muzana gore rino kubva gore rapera kusvika ku $ 134.4 bhiriyoni, uye inotarisirwa kuderera mberi neinenge 17 muzana gore rinouya.
Micron Technology, iyo iri pachinhanho chechitatu muchikamu cheDARM, yakazivisa musi wa22 kuti mukota yekutanga (Gunyana-Mbudzi 2022) chiziviso chemhedzisiro, kurasikirwa kwekushandisa kwakasvika mazana maviri nemakumi mapfumbamwe emamiriyoni emadhora.Iyo kambani inofanotaura kurasikirwa kwakatokura muchikamu chechipiri chemari 2023 kusvika Kukadzi gore rinouya.
Mamwe maviri mahofori endangariro, Samsung Electronics uye SK Hannix, angangodzikira muchikamu chechina.Munguva pfupi yapfuura, indasitiri yezvivimbiso yakafanotaura kuti SK Hynix, iyo inotsamira zvakanyanya pandangariro, ichamhanyisa kushomeka kweanopfuura mazana masere emamiriyoni emadhora muchikamu chechina chegore rino.
Tichitarisa kubva kune yazvino ndangariro musika mamiriro, iwo chaiwo mutengo uri kudonha zvakanyanya.Sekureva kweiyo agency, mutengo wakatemerwa weDRAM muchikamu chechitatu wakadzikira negumi muzana kusvika gumi neshanu muzana kana zvichienzaniswa nekota yapfuura.Nekuda kweizvozvo, kutengesa kwepasirese kweDRAM kwakadzikira kusvika pamadhora gumi nemasere, 187 miriyoni mukota yechitatu, pasi ne28.9% kubva kumakota maviri apfuura.Uku ndiko kudzikira kukuru kubva pakaitika dambudziko remari pasi rose ra2008.
NAND flash memory yakawedzerwawo, neavhareji yekutengesa mutengo (ASP) muchikamu chechitatu pasi pasi 18.3% kubva pakota yapfuura, uye kutengeswa kwepasi rose kweNAND muchikamu chechitatu chegore rino kwaive $13,713.6 miriyoni, pasi 24.3% kubva pakota yapfuura.
Musika wekuwana wapedza zvakare nguva ye100% kugona kushandiswa.Yakawira kune inopfuura 90% muzvikamu zvitatu zvakapfuura uye kusvika kupfuura 80% mushure mekupinda chikamu chechina.TSMC, hofori hombe yepasirose yekutanga, haina mutsauko.Maodha evatengi ekambani mukota yechina aive pasi makumi mana kusvika makumi mashanu muzana kubva pakutanga kwegore.
Zvinonzwisiswa kuti heta yezvigadzirwa zvakaseti zvakaita sema smartphones, maTV, mahwendefa, uye maPC emabhuku emabhuku akawedzera, uye kuwanda kwemakambani esemiconductor muchikamu chechitatu kwakawedzera neinopfuura 50% zvichienzaniswa nekota yekutanga.
Vamwe vanhu muindasitiri vanotenda kuti "kusvika hafu yechipiri ya2023, nekusvika kwemwaka wepamusoro wemwaka, mamiriro eindasitiri yesemiconductor anotarisirwa kuvandudzwa zvizere."
2. Kuderedza mari uye kugadzirwa kukwanisa kuchagadzirisaIC inventory dambudziko
Mushure mekuderera kwekuda kwe semiconductor uye kuunganidzwa kweiyo hesitori, vatengesi vakuru vesemiconductor vakatanga mabasa makuru ekusimbisa nekudzikisa kugadzirwa uye kudzikisa mari muzvivakwa.Sekureva kweiyo yapfuura musika muongorori akasimba IC Insights, yepasi rose semiconductor michina yekudyara gore rinouya ichave 19% yakaderera pane gore rino, inosvika madhora 146,6 bhiriyoni.
SK Hynix yakataura mukuzivisa kwayo kwechitatu-kota mwedzi wapera kuti yakafunga kudzikisa huwandu hwekudyara neinopfuura 50% gore rinouya zvichienzaniswa negore rino.Micron yakazivisa kuti gore rinouya ichadzikisa mari yekudyara neinopfuura 30% kubva kuhurongwa hwepakutanga uye kuderedza huwandu hwevashandi ne10%.Kioxia, iyo iri pachinhanho chechitatu muchikamu cheNAND, yakataurawo kuti kugadzirwa kwewafer kuchaderedzwa ne30% kubva muna Gumiguru gore rino.
Kusiyana neizvi, Samsung Electronics, iyo ine yakakura ndangariro musika share, yakataura kuti kuitira kuzadzisa kudiwa kwenguva refu, haizodzikisi semiconductor investimendi, asi ichaenderera maererano nehurongwa.Asi nguva pfupi yadarika, tichipihwa yazvino kudzika maitiro mundangariro indasitiri yekugadzira uye mitengo, Samsung Electronics inogona zvakare kugadzirisa kugovera sekutanga kwekota yekutanga yegore rinouya.
Iyo system semiconductor uye foundry maindasitiri anozodzikisawo mari yezvivakwa.Musi wa27, Intel yakaronga chirongwa chekudzikisa mari yekushandisa neUS $ 3 bhiriyoni gore rinouya uye kuderedza bhajeti rekushandisa neUS $ 8 bhiriyoni kusvika US $ 10 bhiriyoni panosvika 2025 mukuzivisa kwayo kwechitatu-kota.Capital investment gore rino inenge 8 muzana yakaderera pane yazvino chirongwa.
TSMC yakataura mune yayo yechitatu-kota mhedzisiro chiziviso muna Gumiguru kuti chiyero chekudyara kwenzvimbo gore rino chakarongwa kuve $40-44 bhiriyoni pakutanga kwegore, kuderedzwa kweanopfuura gumi%.UMC yakazivisawo kudzikiswa kwekudyara kwakarongwa kwenzvimbo kubva pamadhora mazana matatu nemazana matanhatu emadhora gore rino.Nekuda kwekuderedzwa kwechangobva kuitika kweFAB kushandiswa muindasitiri yevatangi, kudzikiswa kwekudyara kwenzvimbo gore rinouya kunoratidzika kunge kusingadzivisike.
Hewlett-Packard naDell, makambani makuru ekugadzira makomputa epasirese, anotarisira kuti kudiwa kwemakomputa emunhu kuderera zvakare muna 2023. Dell akashuma kudonha kwe6 muzana kwemari yakazara muchikamu chechitatu, kusanganisira kudonha kwegumi nenomwe muzana muchikamu chayo, icho chinotengesa malaptop uye. desktops kune vatengi uye bhizinesi vatengi.
HP Chief Executive Enrique Lores akati zvigadzirwa zvePC zvinogona kuramba zvakakwirira kwezvikamu zviviri zvinotevera."Parizvino, tine zvakawanda zvekugadzira, kunyanya zvevatengi PCS, uye tiri kushanda kuti tideredze iyo hesiti," Lores akadaro.
Mhedziso:Vagadziri vepasirese vane hunyanzvi mune yavo fungidziro yebhizinesi ye2023 uye vakagadzirira kuita matanho ekuchengetedza mutengo.Nepo kudiwa kuchiwanzo tarisirwa kupora muhafu yechipiri yegore rinouya, makambani mazhinji ezvekutengesa zvinhu haana chokwadi nezve chaiyo yekutangira uye huwandu hwekupora.
Nguva yekutumira: Jan-09-2023