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Ikhaya > Iindaba > Ukuphuma kwimiba yesitokhwe kuya kuthintela umda kwi-jimicondctor ye-jicondctor ye-jimicondcuction nge-2021

Ukuphuma kwimiba yesitokhwe kuya kuthintela umda kwi-jimicondctor ye-jicondctor ye-jimicondcuction nge-2021

Ngokutsho koPhando lweMakethi ye-semiconductor, ngokwedatha evela kwi-World Semiconductor Stastirity Startives (iWesc), i-Wortional Wemiconductor kwikota yokuqala ye-2021 i-US $ ye-US $ ye-3.6% ukusuka kwikota yangaphambili kunye nolwando lwe I-17.8% ukusuka kwixesha elifanayo kunyaka ophelileyo. , Kodwa ukungabikho kwesitokhwe kunokunciphisa ukukhula kwe-semicionduct ngo-2021.

Olu luhlu lulandelayo lubonisa utshintsho lwengeniso lweenkampani ezi-14 ze-semicondcuctor kwikota yokuqala yama-2021, xa kuthelekiswa nekota yesine ye-2020, kunye nesikhokelo sokukhula kwengeniso kwikota yesibini (ukuba ikhona). Phakathi kweenkampani ezili-12 ezikhutshwe iingxelo zemali kwikota yokuqala ye-2021, i-Intel, i-SCEL, kwaye iinkampani ezintathu zikhalile xa zikho kwikota yesibini yalo nyaka ukuwa Malunga ne-4% xa kuthelekiswa nekota yokuqala. I-Intel kunye ne-CORMCOM ithe ixhomekeke ekunikezeleni iingxaki. I-Stumicroelelelelelelelelectronics yathintela le ndlela yexesha elithile.

Ingeniso yeenkampani ezisele inyuke, i-Nxp Semicontundlalors ye-2.4%, kunye nengeniso ye-medagek yonyuke nge-12.1%. Ezi nkampani ziqikelela ukuba ingeniso kwikota yesibini yama-2021 iya kuqhubeka ikhula. I-NXP icatshulwe ukuhambisa izithintelo njengesizathu sesizathu sokuqikelela kwayo. Ke ngoko, kwiinkampani ezili-9 ezibonelela ngesikhokelo kwikota yesibini, i-4 ibonisa ukuba umnikezeli wabo uthintelwe.

Kuya kude kube nini ukubonelelwa okulinganiselweyo kwimveliso ye-semicondcuctor?

Ingxelo yakutshanje nge-ZDMNET iqinisekisiwe ukuba inokuthatha iminyaka emibini ukusombulula ukunqongophala kwe-semicondy. I-CNBC icaphule umhlalutyi njengokuthi le nto ingasonjululwa de kube ngu-2023. Ingxelo ye-CNBC iqale ingxelo ye-gartner eyathi ukunqongophala kuya kuqhubeka neenyanga ezintandathu. I-Tsmc Sihlalo u-Liu Deyin kutshanje etshilo ngodliwanondlebe ne-CBS's "imizuzu engama-60" ukuba i-TSMC ifezekise iimfuno zabathengi nge-semicontied semicontive ekupheleni kukaJuni, kodwa imiba yokubonelela inokubangela imveliso yemoto. Ukulibaziseka kwiinyanga ezininzi ngaphezulu.

Ubuncinci ukusuka kwi-2021 ukuya ku-2022 uqoqosho lwehlabathi kunye neemarike eziphambili ze-terminal ziya kuqhuba ukukhula kwemfuno ye-semicondcuctor. I-IDC iqikelela ukuba ukuthengisa i-smart kuya kuphinda iphinde ibuyele kwi-120% ukuya kwi-2020% ye-2021, kwaye ihamba kancinci nge-13%, njengomsebenzi wasekhaya kunye nemfundo Imfuno yokuqhuba. I-IDC iqikelela ukuba ukukhula kwe-2021 kuya kuba namandla ngakumbi, ngentengiso yecomputer yakho yenyuka nge-18%. Kulindelwe ukuba ngo-2022, imakethi yePC iya kulungiswa, ezantsi kwi-5%. Ibukrelekrele beewadi kunye nendawo ekuseni iqikelela ukuba ukuqhubela phambili kwezithuthi kukukhanya kwe-1121 emva kwe-15% ye-1521 emva kwe-15% yezithuthi ezihamba kancinci ukuya kwi-7%, ngaphezulu kwendlela yexesha elide. Nangona kunjalo, ukunqongophala kwe-Imicondorthers ye-Automa kunokuthintela ukukhula kwe-2021.

Njengoko umhlaba uyaphilisa obhubhane, kunzima ukuqikelela imakethi ye-semiconductor ngo-2021. Indawo yokufumana imfuno yemveliso ye-elektroniki yayingaphezulu kokunqongophala kwe-semicondy. Ukunqongophala kuya kutyhalela amaxabiso ezi-semiconductors, kodwa ezinye zimiselwa ziikhontrakthi zexesha elide. Kuthatha malunga neminyaka emibini yokwakha umzi-mveliso omtsha we-semicondcuctor, kodwa kwiimeko ezininzi, iifektri ezikhoyo zinokonyusa imveliso ngexesha elifutshane.

Isimo sezulu samva nje sentengiso ye-semiconductor ngo-2021 yahlulahlulwe yangama-cams ezimbini. NgoDisemba wama-2020, i-WSS ibonisa ukwanda kwe-10.9% kwi-202% ye-IDC ye-IDC yeyokwanda kwe-12,5% ye-202% ngo-2021. I-IDC ichaze ukuba iimarike ezinkulu ze-semicondcuctor ziya kupheliswa zithintelo. I-ic ingqiqo ikholelwa ukuba ukukhula okuqinileyo kwikota yokuqala yama-2021 kunye nokukhula okuphakathi kweziqendu ezintathu ezilandelayo kuya kuqhuba ishishini le-semicondcuctor ukukhulisa nge-19% kulo nyaka.

Isimo sezulu se-semiconductor se-semicondunce sifana ne-ICALS, kulindeleke ukuba sikhule nge-20% ngo-2021. Ubukrelekrele be-semiconduction bunokuqhuba ukukhula okukhawulezileyo, nangona kunqongophala kunokusinciphisanga le meko. Ukuba akukho zithintelo zenkonzo, inqanaba lokukhula okunokubakho linokuba malunga ne-25%. I-Semiconduction Ingqondo yobukrelekrele iqikelela ukuba ngo-2022, ukukhula kweshishini le-semicondcuctor kuya kuhamba kancinci ukuya kwi-12%, esele iphakame ngakumbi kunendlela yexesha elide yokukhula kwe-6% ukuya kwi-7%.