M'zaka zingapo zapitazi, msika wa semiconductor unali wodzaza ndi anthu, koma kuyambira chiyambi cha chaka chino, ma PC, mafoni a m'manja ndi misika ina yotsiriza yapitirizabe kuvutika maganizo.Mitengo ya chip yapitirizabe kutsika, ndipo kuzizira kozungulira kukuyandikira.Msika wa semiconductor walowa mumayendedwe otsika ndipo nyengo yozizira idalowa koyambirira.

Njira yochokera pakukula kwa kufunikira, kukwera kwamitengo, kukula kwa ndalama, kutulutsa mphamvu zopanga, mpaka kuchepa kwa kufunikira, kuchulukirachulukira, ndi kutsika kwamitengo kumawonedwa ngati gawo lathunthu lamakampani a semiconductor.

Kuyambira 2020 mpaka koyambirira kwa 2022, ma semiconductors akumana ndi kuchuluka kwamakampani otukuka.Kuyambira theka lachiwiri la 2020, zinthu monga mliri wadzetsa kuphulika kwakukulu.Mkunthowo unayamba.Kenako makampani osiyanasiyana adaponya ndalama zambiri ndikuyika ndalama zambiri m'ma semiconductors, zomwe zidapangitsa kuti kuchuluke kwakupanga komwe kudatenga nthawi yayitali.

Panthawiyo, makampani opanga ma semiconductor anali atayamba kale, koma kuyambira 2022, chuma chapadziko lonse chasintha kwambiri, zamagetsi zamagetsi zikupitilizabe kutsika, ndipo chifukwa cha zinthu zosiyanasiyana zosatsimikizika, makampani oyambira omwe adakula kwambiri anali "chifunga".

Pamsika wotsikirapo, zida zamagetsi zamagetsi zomwe zimayimiridwa ndi mafoni a m'manja zikuchepa.Malinga ndi kafukufuku wopangidwa ndi TrendForce pa Disembala 7, kuchuluka kwa mafoni apadziko lonse lapansi mgawo lachitatu kudafika mayunitsi 289 miliyoni, kutsika kwa 0.9% kuchokera kotala yapitayo komanso kutsika kwa 11% kuchokera chaka chatha.Kwa zaka zambiri, njira yakukula kwabwino mu nyengo yowonjezereka ya kotala yachitatu ikuwonetsa kuti msika ndi waulesi kwambiri.Chifukwa chachikulu ndichakuti opanga ma foni anzeru amakhala osamala kwambiri pakupanga kwawo kotala lachitatu poganizira zoyika patsogolo kusintha kwazinthu zomwe zamalizidwa mumayendedwe.Kuphatikizidwa ndi zovuta zachuma chofooka chapadziko lonse lapansi, ma brand akupitilizabe kutsitsa zomwe akufuna kupanga..

TrendForce ikuganiza pa Disembala 7 kuti kuyambira kotala lachitatu la 2021, msika wa smartphone wawonetsa zizindikiritso zakufooka kwakukulu.Pakadali pano, yawonetsa kuchepa kwapachaka kwa magawo asanu ndi limodzi motsatizana.Akuyerekeza kuti kuzungulira uku kutsata Kuwongolera kwazomwe zachitika, sikukuyembekezeka kukwera mpaka gawo lachiwiri la 2023 koyambirira.

Panthawi imodzimodziyo, DRAM ndi NAND Flash, madera awiri akuluakulu a kukumbukira, adapitirizabe kuchepa.Pankhani ya DRAM, Kafukufuku wa TrendForce pa Novembara 16 adawonetsa kuti kufunikira kwamagetsi ogula kukupitilira kuchepa, ndipo kutsika kwamitengo yamakampani a DRAM mgawo lachitatu la chaka chino kwakula mpaka 10%.~ 15%.M'gawo lachitatu la 2022, ndalama zomwe kampani ya DRAM idapeza inali US $ 18.19 biliyoni, kutsika kwa 28.9% kuchokera kotala yapitayi, yomwe inali yachiwiri kutsika kwambiri kuyambira tsunami yazachuma ya 2008.

Ponena za NAND Flash, TrendForce inanena pa Novembara 23 kuti msika wa NAND Flash mgawo lachitatu udalibe chifukwa chosowa mphamvu.Zonse zamagetsi zamagetsi ndi zotumizira ma seva zinali zoyipa kuposa momwe amayembekezera, zomwe zidapangitsa kutsika kwakukulu kwamitengo ya NAND Flash mgawo lachitatu.mpaka 18.3%.Ndalama zonse zamakampani a NAND Flash ndi pafupifupi US $ 13.71 biliyoni, kutsika kwa 24.3% kotala ndi kotala.

Zamagetsi za ogula zimatengera pafupifupi 40% ya msika wogwiritsa ntchito semiconductor, ndipo makampani omwe ali m'malumikizidwe onse amakampani amalumikizana kwambiri, kotero ndizosapeŵeka kuti adzakumana ndi mphepo yozizira yakutsika.Pamene maphwando onse amatulutsa zizindikiro zochenjeza koyambirira, mabungwe amakampani amawonetsa kuti msika wa semiconductor Zima wabwera.