Eminyakeni embalwa edlule, imakethe ye-semiconductor yayigcwele abantu, kodwa kusukela ekuqaleni kwalo nyaka, ama-PC, ama-smartphone kanye nezinye izimakethe ze-terminal ziqhubekile nokwehla. Amanani e-chip aqhubekile nokwehla, futhi umkhuhlane ozungezile usondela. Imakethe ye-semiconductor ingene emjikelezweni wehla futhi ubusika bungene kusenesikhathi.

Inqubo kusukela ekukhuleni kwesidingo, ukwanda kwentengo yesitoko, ukwanda kokutshalwa kwezimali, ukukhululwa kwamandla okukhiqiza, kuye ekuncipheni kwesidingo, amandla angaphezu kwamandla, kanye nokwehla kwentengo kubhekwa njengomjikelezo ophelele wemboni ye-semiconductor.

Kusukela ngo-2020 kuya ekuqaleni kuka-2022, ama-semiconductors abhekane nomjikelezo omkhulu wemboni ochuma kakhulu. Kusukela engxenyeni yesibili ka-2020, izici ezifana nobhubhane ziholele ekuqhumeni okukhulu kwesidingo. Kwalandela isiphepho. Ngemuva kwalokho izinkampani ezahlukahlukene zaphonsa imali eningi futhi zatshala imali eningi kuma-semiconductors, okwabangela ukwanda komkhiqizo okwahlala isikhathi eside.

Ngaleso sikhathi, imboni ye-semiconductor yayisebenza ngokugcwele, kodwa kusukela ngo-2022, isimo somnotho womhlaba wonke sishintshe kakhulu, ama-elekthronikhi abathengi aqhubeke nokuwa, futhi ngaphansi kwezici ezahlukahlukene ezingaqinisekile, imboni ye-semiconductor eyayikhula ekuqaleni ibilokhu "inenkungu".

Emakethe engezansi, ama-electronics abathengi amelwe ama-smartphone ayancipha. Ngokusho kocwaningo olwenziwe yi-TrendForce ngoDisemba 7, umkhiqizo ophelele wama-smartphones emhlabeni wonke kwikota yesithathu ufinyelele kumayunithi ayizigidi ezingama-289, ukwehla ngo-0.9% kwikota edlule kanye nokwehla ngo-11% kunyaka odlule. Eminyakeni edlule, iphethini yokukhula okuhle kwisizini ephezulu yekota yesithathu ikhombisa ukuthi izimo zemakethe zihamba kancane kakhulu. Isizathu esiyinhloko ukuthi abakhiqizi bemikhiqizo yama-smartphone bayazigcina izinhlelo zabo zokukhiqiza kwikota yesithathu ngokucabangela ukubeka phambili ukulungiswa kwempahla yemikhiqizo eqediwe eziteshini. Ngokuhambisana nomthelela womnotho womhlaba obuthakathaka, imikhiqizo iyaqhubeka nokwehlisa imigomo yayo yokukhiqiza.

I-TrendForce icabanga ngoDisemba 7 ukuthi kusukela kwikota yesithathu ka-2021, imakethe yama-smartphone ibonise izimpawu zokuxwayisa zobuthakathaka obukhulu. Kuze kube manje, ibonise ukwehla kwaminyaka yonke kwamakota ayisithupha alandelanayo. Kulinganiselwa ukuthi leli gagasi lomjikelezo wokuhamba lizolandela Njengoba ukulungiswa kwamazinga esitokwe sesiteshi sekuqediwe, akulindelekile ukuthi kukhule kuze kube yikota yesibili ka-2023 ngokushesha.

Ngesikhathi esifanayo, i-DRAM kanye ne-NAND Flash, izindawo ezimbili ezinkulu zenkumbulo, zaqhubeka nokwehla zizonke. Ngokuphathelene ne-DRAM, i-TrendForce Research ngoNovemba 16 iveze ukuthi isidingo sezinto zikagesi zabathengi siyaqhubeka nokuncipha, kanti ukwehla kwamanani enkontileka ye-DRAM kwikota yesithathu yalo nyaka kwanda kwaya ku-10%. ~15%. Kwikota yesithathu ka-2022, imali engenayo yemboni ye-DRAM yayingu-$18.19 billion, ukwehla ngo-28.9% kusuka kwikota edlule, okwakuyisilinganiso sesibili esiphezulu sokwehla kusukela ku-tsunami yezezimali ka-2008.

Ngokuphathelene ne-NAND Flash, i-TrendForce ithe ngoNovemba 23 ukuthi imakethe ye-NAND Flash kwikota yesithathu yayisabhekene nesidingo esibuthakathaka. Kokubili ukuthunyelwa kwe-elekthronikhi kwabathengi kanye nokuthunyelwa kweseva kwakukubi kakhulu kunalokho obekulindelwe, okwaholela ekwehleni okukhulu kwamanani e-NAND Flash kwikota yesithathu. kwaba ngu-18.3%. Imali engenayo iyonke embonini ye-NAND Flash icishe ibe yi-US$13.71 billion, ukwehla okungu-24.3% kwikota ngayinye.

Ama-elekthronikhi abathengi abiza cishe u-40% wemakethe yezicelo ze-semiconductor, futhi izinkampani kuzo zonke izixhumanisi zochungechunge lwemboni zixhumene kakhulu, ngakho-ke akunakugwenywa ukuthi zizobhekana nemimoya ebandayo engezansi. Njengoba bonke abathintekayo bekhipha izimpawu zokuxwayisa kusenesikhathi, izinhlangano zemboni zikhomba ukuthi imboni ye-semiconductor iWinter isifikile.