Mumakore mashoma apfuura, musika wemidziyo yemagetsi waive wakazara nevanhu, asi kubva pakutanga kwegore rino, maPC, mafoni emafoni nedzimwe misika yemagetsi zvakaramba zvichidzikira. Mitengo yemidziyo yemagetsi yakaramba ichidzikira, uye kutonhora kuri kuswedera pedyo. Musika wemidziyo yemagetsi wapinda muchikamu chekudzikira uye mwaka wechando watanga kare.

Maitiro acho kubva pakuwedzera kwekudiwa kwezvinhu, kuwedzera kwemitengo yemasheya, kuwedzera kwekudyara, kuburitswa kwesimba rekugadzira, kusvika pakudzikira kwekudiwa kwezvinhu, kuwanda kwesimba, uye kudzikira kwemitengo zvinoonekwa sedanho rakazara reindasitiri ye semiconductor.

Kubva muna 2020 kusvika kutanga kwa2022, ma semiconductors akasangana nedanho guru reindasitiri nekubudirira kuri kuwedzera. Kubva muhafu yechipiri ya2020, zvinhu zvakaita sedenda zvakakonzera kuwedzera kukuru kwezvinodiwa. Dutu rakatevera. Zvadaro makambani akasiyana-siyana akakanda mari yakawanda ndokuisa mari yakawanda mu ma semiconductors, izvo zvakakonzera kuwedzera kwekugadzirwa kwenguva yakareba.

Panguva iyoyo, indasitiri ye semiconductor yaive ichienderera mberi, asi kubvira muna 2022, mamiriro ehupfumi hwepasi rose akachinja zvakanyanya, zvigadzirwa zvemagetsi zvevatengi zvakaramba zvichidzikira, uye pasi pezvinhu zvakasiyana-siyana zvisina chokwadi, indasitiri ye semiconductor yaive ichikura pakutanga yave "ine mhute".

Mumusika uri pasi, zvigadzirwa zvemagetsi zvinomiririrwa nemafoni ari kudzikira. Sekureva kwetsvakiridzo yakaitwa neTrendForce musi wa7 Zvita, huwandu hwemafoni pasi rose akabudiswa muchikamu chechitatu chegore hwakasvika mamiriyoni 289, kudzikira kwe0.9% kubva muchikamu chekare uye kudzikira kwe11% kubva mugore rapfuura. Mumakore apfuura, kukura kwakanaka mumwaka wepamusoro wechikamu chechitatu chegore kunoratidza kuti mamiriro emusika ari kunonoka zvakanyanya. Chikonzero chikuru ndechekuti vagadziri vemafoni vane hungwaru hwakanyanya muzvirongwa zvavo zvekugadzira muchikamu chechitatu chegore vachifunga nezvekuisa pamberi kugadziriswa kwezvinhu zvakagadzirwa mumatanho. Pamwe chete nekukanganiswa kwehupfumi hwepasi rose husina kusimba, mabrandi ari kuramba achidzikisa zvinangwa zvavo zvekugadzira.

TrendForce inofunga musi wa7 Zvita kuti kubvira muchikamu chechitatu chegore ra2021, musika wemafoni waratidza zviratidzo zvekudzikira kukuru. Kusvika pari zvino, waratidza kudzikira kwegore negore kwezvikamu zvitanhatu zvakatevedzana. Zvinofungidzirwa kuti kutenderera uku kwemagetsi kuchatevera. Kana kugadziriswa kwemazinga emidziyo yemagetsi kwapera, hazvitarisirwi kuti zvichawedzera kusvika muchikamu chechipiri chegore ra2023 nekukurumidza.

Panguva imwe chete, DRAM neNAND Flash, nzvimbo mbiri huru dzekurangarira, dzakaramba dzichidzikira zvachose. NezveDRAM, TrendForce Research musi wa16 Mbudzi yakaratidza kuti kudiwa kwemagetsi evatengi kwakaramba kuchidzikira, uye kudzikira kwemitengo yezvibvumirano zveDRAM muchikamu chechitatu chegore rino kwakawedzera kusvika 10%. ~15%. Muchikamu chechitatu chegore ra2022, mari inowanikwa neindasitiri yeDRAM yaive US$18.19 bhiriyoni, kudzikira kwe28.9% kubva muchikamu chakapfuura, icho chaive chiyero chechipiri chepamusoro chekudzikira kubva patsunami yemari ya2008.

Nezve NAND Flash, TrendForce yakati musi wa23 Mbudzi kuti musika weNAND Flash muchikamu chechitatu chegore wakanga uchiri pasi pekushaikwa kwezvinodiwa. Zvese zviri zviviri zvemagetsi zvevatengi uye zvemasevha zvaive zvakaipa kupfuura zvaitarisirwa, zvichikonzera kudzikira kukuru kwemitengo yeNAND Flash muchikamu chechitatu chegore. kusvika 18.3%. Mari yese inowanikwa muindasitiri yeNAND Flash inosvika mabhiriyoni US$13.71, kudzikira kwe24.3% muchikamu chechitatu chegore.

Magetsi emagetsi evatengi ndiwo anotora chikamu chinosvika 40% chemusika wekushandisa ma semiconductor, uye makambani ari muzvikamu zvese zveindasitiri akabatana zvakanyanya, saka hazvidzivisike kuti achasangana nemhepo inotonhora. Sezvo mapato ese achiburitsa zviratidzo zvekuyambira, masangano eindasitiri anotaura kuti indasitiri yema semiconductor Nguva yechando yasvika.