Kwiminyaka embalwa edlulileyo, imakethi ye-semiconductor ibizele ngabantu, kodwa ukusukela ekuqaleni kwalo nyaka, iiPC, ii-smartphones kunye nezinye iimakethi zesiphelo ziqhubekile nokudodobala. Amaxabiso ee-chip aqhubekile nokuhla, kwaye umkhuhlane ojikelezileyo usondela. Imakethi ye-semiconductor ingene kumjikelo wehla kwaye ubusika bungene kwangethuba.

Inkqubo ukususela ekukhuleni kwemfuno, ukunyuka kwamaxabiso esitokhweni, ukwandiswa kotyalo-mali, ukukhululwa kwamandla emveliso, ukuya ekuncipheni kwemfuno, umthamo ogqithisileyo, kunye nokuhla kwamaxabiso kuthathwa njengomjikelo opheleleyo weshishini le-semiconductor.

Ukususela ngo-2020 ukuya ekuqaleni kuka-2022, ii-semiconductors ziye zafumana umjikelo omkhulu weshishini kunye nokuchuma okuphezulu. Ukususela kwisiqingatha sesibini sika-2020, izinto ezifana nobhubhane zikhokelele ekuqhumeni okukhulu kwemfuno. Kwalandela isivuthuvuthu. Emva koko iinkampani ezahlukeneyo zaphosa imali eninzi zaza zatyala imali eninzi kwii-semiconductors, nto leyo eyabangela ukwanda kwemveliso okwahlala ixesha elide.

Ngelo xesha, ishishini le-semiconductor lalisebenza ngokupheleleyo, kodwa ukusukela ngo-2022, imeko yoqoqosho lwehlabathi itshintshe kakhulu, izixhobo ze-elektroniki zabathengi ziqhubekile nokuwa, kwaye phantsi kweemeko ezahlukeneyo ezingaqinisekanga, ishishini le-semiconductor elalikhula ekuqaleni "belinenkungu".

Kwimarike esezantsi, izixhobo ze-elektroniki zabathengi ezimelwe zii-smartphones ziyehla. Ngokutsho kophando olwenziwe yiTrendForce ngoDisemba 7, imveliso iyonke yee-smartphones kwihlabathi liphela kwikota yesithathu ifikelele kwiiyunithi ezingama-289 ezigidi, ukwehla kwe-0.9% kwikota edlulileyo kunye nokwehla kwe-11% kunyaka ophelileyo. Kwiminyaka edlulileyo, indlela yokukhula okuhle kwixesha eliphezulu kwikota yesithathu ibonisa ukuba iimeko zemarike zihamba kancinci kakhulu. Isizathu esiphambili kukuba abavelisi bee-smartphones bayazigcina izicwangciso zabo zemveliso kwikota yesithathu xa becinga ngokubeka phambili ukulungiswa kwezinto ezigqityiweyo kwiitshaneli. Kunye nempembelelo yoqoqosho olubuthathaka lwehlabathi, iimpawu ziyaqhubeka nokunciphisa iinjongo zazo zemveliso.

ITrendForce icinga ngoDisemba 7 ukuba ukusukela kwikota yesithathu ka-2021, imakethi yeefowuni ibonakalise iimpawu zokusilela okukhulu. Okwangoku, ibonakalise ukwehla konyaka kwiikota ezintandathu ezilandelelanayo. Kuqikelelwa ukuba olu tshintsho lomjikelo wokuhambahamba luya kulandela. Ukulungiswa kwamanqanaba ezinto zetshaneli kugqityiwe, akulindelekanga ukuba kunyuke kude kube yikota yesibini ka-2023 kwangoko.

Kwangaxeshanye, i-DRAM kunye ne-NAND Flash, iindawo ezimbini eziphambili zenkumbulo, ziqhubeke nokuhla iyonke. Ngokuphathelele i-DRAM, i-TrendForce Research ngoNovemba 16 ibonise ukuba imfuno yezixhobo ze-elektroniki zabathengi iqhubekile nokuncipha, kwaye ukuhla kwamaxabiso eekhontrakthi ze-DRAM kwikota yesithathu yalo nyaka kwanda ukuya kwi-10%. ~15%. Kwikota yesithathu ka-2022, ingeniso yeshishini le-DRAM yayiyi-US $ 18.19 yeebhiliyoni, ukwehla ngama-28.9% ukusuka kwikota yangaphambili, eyayilizinga lesibini eliphezulu lokuhla ukusukela kwi-tsunami yezemali ka-2008.

Ngokuphathelele i-NAND Flash, iTrendForce ithe ngoNovemba 23 ukuba imakethi ye-NAND Flash kwikota yesithathu isaphantsi kwempembelelo yemfuno ebuthathaka. Zombini izinto ze-elektroniki zabathengi kunye nokuthunyelwa kweseva bezimbi kakhulu kunokuba bekulindelwe, nto leyo ekhokelele ekwehleni okukhulu kwamaxabiso e-NAND Flash kwikota yesithathu ukuya kwi-18.3%. Ingeniso iyonke yeshishini le-NAND Flash imalunga ne-US $ 13.71 yeebhiliyoni, ukwehla kwe-24.3% kwikota nganye.

I-elektroniki yabathengi ithatha malunga ne-40% yemarike yesicelo se-semiconductor, kwaye iinkampani kuzo zonke iikhonkco zekhonkco leshishini ziqhagamshelwe ngokusondeleyo, ngoko ke akunakwenzeka ukuba ziya kudibana nemimoya ebandayo esezantsi. Njengoko onke amaqela ekhupha imiqondiso yesilumkiso kwangethuba, imibutho yeshishini ithi imboni ye-semiconductor iWinter ifikile.