Kwiminyaka embalwa edlulileyo, imarike ye-semiconductor yayigcwele abantu, kodwa ukususela ekuqaleni kwalo nyaka, ii-PC, ii-smartphones kunye nezinye iimarike ze-terminal ziye zaqhubeka nokudandatheka. 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 iimali ezinkulu 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 ukuba imarike ye-NAND Flash kwikota yesithathu isephantsi kwempembelelo yemfuno ebuthathaka. Zombini i-electronics yabathengi kunye nokuthunyelwa kwe-server 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, ukuhla 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.