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Yaa badbaadin doona soo-saareyaasha chip-ka xilliga "xilliga hoose"?

Dhowrkii sano ee la soo dhaafay, suuqa semiconductor waxaa ka buuxay dad, laakiin tan iyo bilowgii sanadkan, kombuyuutarrada, taleefannada casriga ah iyo suuqyada kale ee terminalka ayaa sii waday inay niyad jabaan.Qiimaha Chip ayaa sii waday inuu hoos u dhaco, qabowga ku hareeraysanna wuu soo socdaa.Suuqa semiconductor-ka waxa uu galay wareeg hoose oo jiilaalku goor hore ayuu soo galay.

Habka laga bilaabo qaraxa baahida, kor u kaca qiimaha saamiyada, ballaarinta maalgashiga, siideynta awoodda wax soo saarka, baahida hoos u dhaca, awoodda xad dhaafka ah, iyo hoos u dhaca qiimaha ayaa loo arkaa wareegga warshadaha semiconductor oo dhamaystiran.

Laga soo bilaabo 2020 ilaa bilawga 2022, semiconductors waxay la kulmeen wareeg warshadeed weyn oo leh barwaaqo sare.Laga bilaabo qeybtii labaad ee 2020, arrimo ay ka mid yihiin cudurka faafa ayaa horseeday qaraxyo waaweyn oo dalabaad ah.Duufaantii ayaa dhacday.Kadibna shirkado kala duwan ayaa ku tuuray lacag aad u badan waxayna si aad ah u maalgaliyeen semiconductors, taas oo sababtay mawjad balaadhinta wax soo saarka oo socotay muddo dheer.

Waqtigaas, warshadaha semiconductor-ka ayaa si buuxda u socday, laakiin tan iyo 2022, xaaladda dhaqaalaha adduunka wax badan ayaa isbeddelay, qalabka elektaroonigga ah ee macaamiisha ayaa sii waday inay hoos u dhacaan, iyo arrimo kala duwan oo aan la hubin, warshadaha semiconductor-ka asalka ah ayaa ahaa "ceer".

Suuqa hoose, qalabka elektarooniga ah ee macaamiisha ay matalaan taleefannada casriga ah ayaa ku socda hoos u dhac.Sida lagu sheegay cilmi-baadhis ay samaysay TrendForce 7-dii Diseembar, wadarta guud ee wax-soo-saarka talefannada casriga ah ee caalamiga ah rubuci saddexaad waxay gaadheen 289 milyan unug, hoos u dhac 0.9% ah rubuci hore iyo hoos u dhac 11% ah sannadkii hore.Sanadihii la soo dhaafay, qaabka kobaca togan ee xilliga ugu sarreeya ee rubuci saddexaad ayaa muujinaya in xaaladaha suuqu ay aad u gaabis yihiin.Sababta ugu weyn ayaa ah in soosaarayaasha summada taleefannada casriga ah ay aad u ilaalinayaan qorshahooda wax-soo-saarka rubuci saddexaad iyadoo la tixgelinayo mudnaanta la siinayo hagaajinta alaabada la dhammeeyey ee kanaalka.Marka lagu daro saameynta dhaqaalaha caalamiga ah ee daciifka ah, calaamaduhu waxay sii wadaan inay hoos u dhigaan yoolalka wax soo saarka..

TrendForce waxay u malaynaysaa Diseembar 7 in tan iyo rubuci saddexaad ee 2021, suuqa casriga ahi uu muujiyay calaamadaha digniinta ee daciifnimo weyn.Ilaa hadda, waxay muujisay hoos u dhac sannadle ah lix rubuc oo isku xigta.Waxaa lagu qiyaasaa in mowjaddan meertada biyaha ah ay raaci doonto Sixitaannada heerarka agabka kanaalka oo la dhammaystiray, lama filayo inay soo baxaan illaa rubuci labaad ee 2023 ugu horrayn.

Isla mar ahaantaana, DRAM iyo NAND Flash, labada qaybood ee ugu weyn ee xusuusta, ayaa sii waday hoos u dhaca guud ahaan.Marka la eego DRAM, TrendForce Research bishii Noofambar 16 waxay tilmaantay in baahida loo qabo qalabka elektaroonigga ah ee macaamiisha ay sii waday inay sii yaraanayso, iyo hoos u dhaca qiimaha qandaraasyada DRAM ee rubuci saddexaad ee sanadkan ayaa kordhay 10%.~15%.Rubuci saddexaad ee 2022, dakhliga warshadaha DRAM wuxuu ahaa US$18.19 bilyan, oo ah 28.9% hoos u dhac ah rubuci hore, kaasoo ahaa heerka labaad ee ugu sarreeya ee hoos u dhaca tan iyo tsunami dhaqaale ee 2008.

Marka laga hadlayo NAND Flash, TrendForce wuxuu sheegay Noofembar 23 in suuqa NAND Flash ee rubuci saddexaad uu wali ku hoos jiro saamaynta baahida daciifka ah.Labada agabka elektiroonigga ah ee macaamiisha iyo shixnadaha server-ka ayaa ka xumaaday sidii la filayay, taasoo keentay hoos u dhac ballaaran oo ku yimid qiimaha NAND Flash rubuci saddexaad.ilaa 18.3%.Dakhliga guud ee warshadaha NAND Flash waa ku dhawaad ​​US$13.71 bilyan, 24.3% rubuc-rubuc hoos u dhac.

Qalabka elektaroonigga ah ee macaamiisha ayaa qiyaastii 40% ka ah suuqa codsiga semiconductor, iyo shirkadaha dhammaan isku xirka silsiladda warshadaha ayaa si dhow isugu xiran, sidaas darteed waa lama huraan in ay la kulmaan dabaylo qabow oo hoose.Marka dhammaan dhinacyada ay siidaayaan calaamadaha digniinta ugu horayso, ururada warshadaha ayaa tilmaamaya in warshadaha semiconductor-ka uu yimid.


Waqtiga boostada: Dec-14-2022