Kwiminyaka embalwa edlulileyo, imarike ye-semiconductor yayigcwele abantu, kodwa ukususela ekuqaleni kwalo nyaka, ii-PC, ii-smartphones kunye nezinye iimarike ze-terminal ziye zaqhubeka zidandathekile.Amaxabiso e-Chip aye aqhubeka ehla, kwaye ukubanda okuzungezile kuyasondela.Imarike ye-semiconductor ingene kumjikelo wokuhla kwaye ubusika bungene kwangoko.

Inkqubo ukusuka ekuqhumeni kwemfuno, ukuphuma kwexabiso lesitokhwe, ukwandiswa kotyalo-mali, ukukhululwa kwamandla okuvelisa, ukuya ekunciphiseni imfuno, ubuninzi, kunye nokuhla kwexabiso kuthathwa njengomjikelo opheleleyo woshishino lwe-semiconductor.

Ukusukela ngo-2020 ukuya ekuqaleni kuka-2022, ii-semiconductors ziye zafumana umjikelo omkhulu weshishini kunye nenkqubela phambili.Ukusukela kwisiqingatha sesibini sika-2020, izinto ezinje ngobhubhani zikhokelele kuqhushumbo olukhulu lwemfuno.Kwalandela isaqhwithi.Emva koko iinkampani ezahlukeneyo ziphose imali eninzi kwaye zatyala imali eninzi kwii-semiconductors, nto leyo eyabangela ukwanda kwemveliso eyathatha ixesha elide.

Ngelo xesha, ishishini le-semiconductor laliguquguquka ngokupheleleyo, kodwa ukususela ngo-2022, imeko yezoqoqosho yehlabathi iye yatshintsha kakhulu, i-electronics yabathengi iqhubekile nokuhla, kwaye phantsi kwezinto ezahlukeneyo ezingaqinisekanga, imboni ye-semiconductor yokuqala "yayinkungu".

Kwimarike esezantsi, i-elektroniki yabathengi emelwe zii-smartphones iyehla.Ngokophando olwenziwe yi-TrendForce ngoDisemba 7, imveliso yehlabathi jikelele yee-smartphones kwikota yesithathu ifikelele kwi-289 yezigidi zeeyunithi, ukuncipha kwe-0.9% kwikota yangaphambili kunye nokuncipha kwe-11% ukusuka kunyaka odlulileyo.Ukutyhubela iminyaka, ipateni yokukhula okuncomekayo kwincopho yexesha lekota yesithathu ibonisa ukuba iimeko zentengiso zicotha kakhulu.Esona sizathu sesokuba abavelisi beempawu ze-smart phone babambekile kwizicwangciso zabo zemveliso kwikota yesithathu ngokubeka phambili uhlengahlengiso lweemveliso ezigqityiweyo kwiitshaneli.Xa kudityaniswe nefuthe loqoqosho olubuthathaka lwehlabathi, iibrendi ziyaqhubeka nokuthoba imveliso ekujoliswe kuyo..

I-TrendForce icinga nge-7 kaDisemba ukuba ukusukela kwikota yesithathu ka-2021, imakethi ye-smartphone ibonise iimpawu ezilumkisayo zobuthathaka obukhulu.Ukuza kuthi ga ngoku, ibonise ukuhla ngonyaka kwiikota ezintandathu zilandelelana.Kuqikelelwa ukuba lo mjikelo womjikelo uya kulandela Ngokulungiswa kwamanqanaba oluhlu lwe-channel kugqityiwe, akulindelekanga ukuba kuqhubeke kude kube yikota yesibini ka-2023 kwangoko.

Ngexesha elifanayo, i-DRAM kunye ne-NAND Flash, iindawo ezimbini eziphambili zememori, zaqhubeka ziyancipha ngokupheleleyo.Ngokumalunga ne-DRAM, i-TrendForce Research ngoNovemba 16 ibonise ukuba imfuno ye-electronics yabathengi iqhubekile iyancipha, kwaye ukuhla kwexabiso lekhontrakthi ye-DRAM kwikota yesithathu yalo nyaka kwandiswe kwi-10%.~15%.Kwikota yesithathu ka-2022, ingeniso yeshishini le-DRAM yayiyi-US $ 18.19 yezigidigidi, i-28.9% yehla ukusuka kwikota yangaphambili, eyayiyeyesibini izinga eliphezulu lokuhla ukususela kwi-tsunami yezemali ka-2008.

Ngokuphathelele i-NAND Flash, i-TrendForce yathi ngoNovemba 23 imarike ye-NAND Flash kwikota yesithathu isephantsi kwempembelelo yemfuno ebuthathaka.Zombini i-electronics yabathengi kunye nokuthunyelwa kweseva bekubi kakhulu kunokuba bekulindelwe, okukhokelela ekwehleni ngokubanzi kwamaxabiso e-NAND Flash kwikota yesithathu.ukuya kwi-18.3%.Iyonke ingeniso yeshishini le-NAND Flash imalunga ne-US$13.71 yebhiliyoni, ukwehla nge-24.3% kwikota ngekota.

Iiakhawunti ze-elektroniki zabathengi malunga ne-40% yemarike yesicelo se-semiconductor, kwaye iinkampani kuwo onke amakhonkco ekhonkco loshishino ziqhagamshelene ngokusondeleyo, ngoko ke akunakuphepheka ukuba baya kudibana nemimoya ebandayo esezantsi.Njengoko onke amaqela ekhupha imiqondiso yesilumkiso kwangethuba, imibutho yoshishino ibonisa ukuba ishishini le-semiconductor Ubusika bufikile.