Hauv ob peb xyoos dhau los, kev lag luam semiconductor tau muaj neeg coob coob, tab sis txij li thaum pib ntawm lub xyoo no, PCs, smartphones thiab lwm yam lag luam davhlau ya nyob twg tau txuas ntxiv kev nyuaj siab.Chip cov nqi tau poob qis, thiab qhov txias nyob ib puag ncig tau nce mus txog.Kev lag luam semiconductor tau nkag mus rau lub voj voog qis thiab lub caij ntuj no tau nkag mus thaum ntxov.

Cov txheej txheem los ntawm kev thov tawg, tawm ntawm cov nqi nce, kev nqis peev nthuav dav, tso tawm cov peev txheej ntau lawm, kom txo qis kev xav tau, overcapacity, thiab tus nqi poob yog suav tias yog kev lag luam tag nrho semiconductor.

Los ntawm 2020 mus txog rau thaum pib ntawm 2022, semiconductors tau ntsib ib tug loj kev lag luam voj voog nrog nce kev vam meej.Pib txij li ib nrab xyoo 2020, cov xwm txheej xws li kev sib kis tau ua rau muaj kev xav tau loj heev.Cua daj cua dub tshwm sim.Tom qab ntawd ntau lub tuam txhab cuam tshuam cov nyiaj ntau thiab nqis peev hauv cov khoom lag luam semiconductors, uas ua rau muaj kev nthuav dav ntau lawm uas tau siv sijhawm ntev.

Lub sijhawm ntawd, kev lag luam semiconductor tau nyob rau hauv tag nrho cov viav vias, tab sis txij li xyoo 2022, kev lag luam thoob ntiaj teb tau hloov pauv ntau, cov neeg siv khoom siv hluav taws xob tau poob qis, thiab nyob rau hauv ntau yam tsis paub tseeb, kev lag luam semiconductor qub tau "foggy".

Hauv kev lag luam downstream, cov neeg siv khoom siv hluav taws xob sawv cev los ntawm smartphones tau poob qis.Raws li kev tshawb fawb los ntawm TrendForce thaum Lub Kaum Ob Hlis 7, tag nrho cov khoom tsim tawm thoob ntiaj teb ntawm cov xov tooj smartphones hauv lub quarter thib peb tau nce mus txog 289 lab units, qhov txo qis ntawm 0.9% ntawm lub quarter dhau los thiab qis dua 11% ntawm xyoo dhau los.Nyob rau hauv xyoo tas los, tus qauv ntawm kev loj hlob zoo nyob rau lub caij nyoog siab tshaj plaws ntawm lub quarter thib peb qhia tau hais tias kev lag luam kev lag luam tau qeeb heev.Qhov laj thawj tseem ceeb yog vim li cas lub xov tooj ntse cov tuam txhab lag luam muaj kev saib xyuas zoo hauv lawv cov phiaj xwm tsim khoom rau lub quarter thib peb hauv kev txiav txim siab ua ntej ntawm cov khoom muag hloov kho cov khoom tiav hauv cov channel.Ua ke nrog kev cuam tshuam ntawm kev lag luam thoob ntiaj teb tsis muaj zog, cov khoom lag luam txuas ntxiv txo lawv cov hom phiaj tsim khoom..

TrendForce xav txog lub Kaum Ob Hlis 7 tias txij li peb lub hlis twg ntawm xyoo 2021, kev lag luam smartphone tau pom cov cim ceeb toom ntawm qhov tsis muaj zog txaus.Txog tam sim no, nws tau pom qhov poob txhua xyoo rau rau lub quarter sib law liag.Nws tau kwv yees tias qhov nthwv dej ntawm lub voj voog no yuav ua raws Nrog kev kho ntawm cov channel cov khoom lag luam ua tiav, nws tsis xav tias yuav tuaj txog rau lub quarter thib ob ntawm 2023 thaum ntxov.

Nyob rau tib lub sijhawm, DRAM thiab NAND Flash, ob qhov chaw tseem ceeb ntawm kev nco, txuas ntxiv poob tag nrho.Hais txog DRAM, TrendForce Kev Tshawb Fawb Lub Kaum Ib Hlis 16 tau taw qhia tias qhov kev thov rau cov neeg siv khoom siv hluav taws xob txuas ntxiv zuj zus, thiab qhov poob ntawm DRAM cov nqi cog lus nyob rau lub quarter thib peb ntawm lub xyoo no nthuav mus rau 10%.~ 15%.Nyob rau lub quarter thib peb ntawm 2022, cov nyiaj tau los ntawm DRAM kev lag luam yog US $ 18.19 billion, 28.9% txo los ntawm lub quarter dhau los, uas yog qhov thib ob siab tshaj plaws ntawm kev poob qis txij li xyoo 2008 nyiaj txiag tsunami.

Hais txog NAND Flash, TrendForce tau hais rau lub Kaum Ib Hlis 23 tias NAND Flash kev ua lag luam nyob rau lub quarter thib peb tseem nyob rau hauv qhov cuam tshuam ntawm kev thov tsis muaj zog.Ob tus neeg siv khoom siv hluav taws xob thiab kev xa khoom xa tuaj tau phem dua li qhov xav tau, ua rau muaj kev poob qis dua hauv NAND Flash tus nqi hauv peb lub hlis twg.rau 18.3%.Tag nrho cov nyiaj tau los ntawm NAND Flash kev lag luam yog kwv yees li US $ 13.71 billion, 24.3% lub quarter-rau-lub quarter poob.

Cov neeg siv khoom siv hluav taws xob suav txog li 40% ntawm cov khoom siv hluav taws xob semiconductor kev lag luam, thiab cov tuam txhab hauv txhua qhov kev sib txuas ntawm kev lag luam cov saw hlau txuas nrog zoo, yog li nws yuav tsum tsis txhob muaj cua txias.Raws li tag nrho cov tog tso tawm cov lus ceeb toom ntxov, cov koom haum kev lag luam taw qhia tias kev lag luam semiconductor Lub caij ntuj no tau los.