Eminyakeni embalwa edlule, imakethe ye-semiconductor yayigcwele abantu, kodwa kusukela ekuqaleni kwalo nyaka, ama-PC, ama-smartphones kanye nezinye izimakethe zokugcina ziye zaqhubeka nokucindezeleka.Amanani e-chips aqhubekile nokwehla, futhi amakhaza azungezile ayasondela.Imakethe ye-semiconductor ingene emjikelezweni owehlayo futhi ubusika bungene ngaphambi kwesikhathi.

Inqubo esuka ekukhuphukeni kwesidingo, ukuphuma kwenani lesitoko, ukwanda kokutshalwa kwezimali, ukukhululwa kwamandla okukhiqiza, ukuya ekuncipheni kwesidingo, umthamo omningi, kanye nokwehla kwentengo kuthathwa njengomjikelezo ophelele wemboni ye-semiconductor.

Kusukela ngo-2020 kuya ekuqaleni kuka-2022, ama-semiconductors ahlangabezane nomjikelezo omkhulu wezimboni onokuchuma okukhuphukayo.Kusukela engxenyeni yesibili ka-2020, izici ezifana nalolu bhubhane ziholele ekuqhumeni okukhulu kwesidingo.Kwalandela isiphepho.Khona-ke izinkampani ezihlukahlukene ziphonse izizumbulu zemali futhi zatshala imali ngokweqile kuma-semiconductors, okwabangela igagasi lokwanda kokukhiqiza okwathatha isikhathi eside.

Ngaleso sikhathi, imboni ye-semiconductor yayisebenza ngokugcwele, kodwa kusukela ngo-2022, isimo sezomnotho emhlabeni wonke sishintshile kakhulu, ugesi wabathengi uqhubekile nokuwohloka, futhi ngaphansi kwezici ezihlukahlukene ezingaqinisekile, imboni ye-semiconductor eyakhula ekuqaleni "yayinkungu".

Emakethe engezansi, ama-electronics abathengi amelwe ama-smartphone ayehla.Ngokocwaningo olwenziwa yi-TrendForce ngoDisemba 7, inani eliphelele lama-smartphones aphuma emhlabeni wonke engxenyeni yesithathu lifinyelele kumayunithi ayizigidi ezingama-289, ukwehla ngo-0.9% kunekota edlule kanye nokwehla ngo-11% kunonyaka odlule.Ngokuhamba kweminyaka, iphethini yokukhula okuhle enkathini ephezulu yekota yesithathu ibonisa ukuthi izimo zemakethe zintekenteke kakhulu.Isizathu esiyinhloko siwukuthi abakhiqizi bohlobo lwefoni ehlakaniphile babambelele kakhulu ezinhlelweni zabo zokukhiqiza zekota yesithathu uma kucatshangelwa ukubeka phambili ukulungiswa kwempahla yemikhiqizo eqediwe eziteshini.Ngokuhambisana nomthelela womnotho obuthakathaka womhlaba, amabhrendi ayaqhubeka nokwehlisa izinhloso zawo zokukhiqiza..

I-TrendForce icabanga ngoDisemba 7 ukuthi kusukela ngekota yesithathu ka-2021, imakethe yama-smartphone ikhombise izimpawu eziyisixwayiso zokuba buthaka okukhulu.Kuze kube manje, ibonise ukwehla konyaka amakota ayisithupha elandelana.Kulinganiselwa ukuthi leli gagasi lomjikelezo we-trough lizolandela Njengoba ukulungiswa kwamazinga e-inventory esiteshi sekuqediwe, akulindelekile ukuthi kuqhubeke kuze kube ikota yesibili ka-2023 ngokushesha.

Ngesikhathi esifanayo, i-DRAM ne-NAND Flash, izindawo ezimbili ezinkulu zenkumbulo, zaqhubeka nokwehla zizonke.Ngokuya nge-DRAM, i-TrendForce Research ngoNovemba 16 iveze ukuthi isidingo se-elekthronikhi yabathengi siyaqhubeka nokuncipha, futhi ukwehla kwezintengo zenkontileka ye-DRAM engxenyeni yesithathu yalo nyaka kukhule kwafinyelela ku-10%.~15%.Ngekota yesithathu ka-2022, imali engenayo embonini ye-DRAM ibingama-dollar ayizigidi eziyizinkulungwane ezingama-18.19, ukwehla ngo-28.9% ukusuka kwikota edlule, obekuyizinga lesibili eliphakeme kakhulu lokwehla kusukela nge-tsunami yezezimali yango-2008.

Mayelana ne-NAND Flash, i-TrendForce yathi ngoNovemba 23 imakethe ye-NAND Flash engxenyeni yesithathu isengaphansi komthelela wesidingo esibuthakathaka.Kokubili ukuthunyelwa kwezinto zikagesi zabathengi kanye neseva bekukubi kakhulu kunalokho obekulindelwe, okuholele ekwehleni okubanzi kwezintengo ze-NAND Flash kwikota yesithathu.ukuya ku-18.3%.Isiyonke imali engenayo yomkhakha we-NAND Flash ilinganiselwa ku-US$13.71 billion, ukwehla okungu-24.3% kwekota ngekota.

I-Consumer electronics ibamba cishe u-40% wemakethe yezicelo ze-semiconductor, futhi izinkampani kuzo zonke izixhumanisi zochungechunge lwemboni zixhumene kakhulu, ngakho-ke akunakugwemeka ukuthi zizobhekana nomoya obandayo owela phansi.Njengoba zonke izinhlangothi zikhipha izimpawu zesexwayiso kusenesikhathi, izinhlangano zezimboni zikhomba ukuthi imboni ye-semiconductor Ubusika bufikile.