Ngokwezibalo zakamuva ezivelaGartner, i-Samsung Electronics kulindeleke ukuthi iphinde ithole isikhundla sayo njenge-umphakeli omkhulu we-semiconductorngokwemali engenayo, idlula i-Intel. Kodwa-ke, le datha ayifaki i-TSMC, umsunguli omkhulu kunawo wonke emhlabeni.
Imali etholwa abakwaSamsung Electronics ibonakala iphindaphindeka yize ingasebenzi kahle ngenxa yokuwohloka kwenzuzo ye-DRAM kanye nenkumbulo ye-flash ye-NAND. I-SK Hynix, enenzuzo enkulu emakethe ye-high-bandwidth memory (HBM), kulindeleke ukuthi ikhuphuke ifinyelele endaweni yesine emhlabeni kulo nyaka.
Inkampani yocwaningo lwemakethe i-Gartner ibikezela ukuthi imali engenayo yomhlaba wonke ye-semiconductor izokhuphuka ngo-18.1% isuka onyakeni odlule (US$530 billion) iye ku-US$626 billion ngo-2024. Phakathi kwazo, imali yonke engenayo yabahlinzeki abaphezulu abangama-semiconductor abangama-25 kulindeleke ukuthi yenyuke ngo-21.1% unyaka nonyaka, kanti isabelo semakethe sisuka ku-3 siye ku-2020 silindelwe 77.2% ngo-2024, ukwanda ngamaphesenti angu-1.9.
Ngokumelene nesizinda sokuwohloka komnotho emhlabeni wonke, ukuhlukaniswa kwesidingo semikhiqizo ye-semiconductor ye-AI efana ne-HBM kanye nemikhiqizo yendabuko kuye kwaqina, okuholele ekusebenzeni okuxubile kwezinkampani ze-semiconductor. AbakwaSamsung Electronics kulindeleke ukuthi baphinde bathole indawo ephezulu eyalahleka ku-Intel ngo-2023 kungakapheli unyaka. Imali engenayo ye-semiconductor ye-Samsung ngonyaka odlule bekulindeleke ukuthi ibe ngama-US $ 66.5 billion, ikhuphuke ngo-62.5% kusukela ngonyaka odlule.
UGartner waphawula ukuthi "ngemuva kweminyaka emibili elandelanayo yokwehla, imali engenayo yomkhiqizo wenkumbulo iphinde yakhuphuka kakhulu ngonyaka owedlule," futhi wabikezela ukuthi isilinganiso sokukhula saminyaka yonke se-Samsung eminyakeni emihlanu edlule sizofinyelela ku-4.9%.
U-Gartner ubikezela ukuthi imali engenayo yomhlaba wonke ye-semiconductor izokhula ngo-17% ngo-2024. Ngokwesibikezelo sakamuva sikaGartner, imali engenayo yomhlaba wonke ye-semiconductor kulindeleke ukuthi ikhule ngo-16.8% iye ku-$624 billion ngo-2024. Imakethe kulindeleke ukuthi yehle ngo-10.9% ngo-2023 iye ku-$534 billion.
“Njengoba unyaka ka-2023 usuya ngasemaphethelweni, isidingo esinamandla sama-chips anjenge-graphics processing units (GPUs) asekela umthwalo we-AI ngeke kwanele ukuqeda ukwehla kwamadijithi amabili embonini ye-semiconductor kulo nyaka,” kusho u-Alan Priestley, iphini likamongameli kanye nomhlaziyi eGartner. "Ukuncipha kwesidingo esivela kumakhasimende e-smartphone kanye ne-PC, kuhambisana nokusebenzisa kabi imali ezikhungweni zedatha nezikhungo zedatha ye-hyperscale, kuthinta ukwehla kwemali engenayo kulo nyaka."
Kodwa-ke, u-2024 kulindeleke ukuthi ube unyaka ophindaphindayo, ngemali engenayo yazo zonke izinhlobo zama-chip ezikhulayo, eziqhutshwa ukukhula kwamadijithi amabili emakethe yenkumbulo.
Imakethe yememori yomhlaba wonke kulindeleke ukuthi yehle ngo-38.8% ngo-2023, kodwa iphinde ibuyele ngo-2024 ngokunyuka kwama-66.3%. Imali engenayo yenkumbulo ekhanyayo ye-NAND kulindeleke ukuthi yehle ngo-38.8% ngo-2023 iye ku-$35.4 billion, ngenxa yesidingo esibuthakathaka kanye nokugcwala ngokweqile okuholela ekwehleni kwamanani entengo. Ezinyangeni ezi-3-6 ezizayo, amanani e-NAND kulindeleke ukuthi ehle futhi isimo sabahlinzeki bempahla sizoba ngcono. Abahlaziyi bakaGartner babikezela ukululama okuqinile ngo-2024, ngemali engenayo ekhuphukela ku- $ 53 billion, okuwukukhula konyaka ngonyaka ngama-49.6%.
Ngenxa yokugcwala ngokweqile kanye nesidingo esinganele, abahlinzeki be-DRAM bajaha izintengo zemakethe ukuze behlise i-inventory. Ukuthengiswa ngokweqile kwemakethe ye-DRAM kulindeleke ukuthi kuqhubeke ngekota yesine ka-2023, okuholela ekubuyeni kwentengo. Kodwa-ke, umthelela ogcwele wokunyuka kwentengo ngeke uzwakale kuze kube ngu-2024, lapho imali engenayo ye-DRAM kulindeleke ukuthi ikhule ngo-88% iye ku-$87.4 billion.
Ukuthuthukiswa kobuhlakani bokwenziwa okukhiqizayo (i-GenAI) namamodeli amakhulu olimi kuqhuba isidingo samaseva e-GPU asebenza kahle kakhulu namakhadi e-accelerator ezikhungweni zedatha. Lokhu kudinga ukuthunyelwa kwama-accelerator omthwalo womsebenzi kumaseva esikhungo sedatha ukuze kusekelwe ukuqeqeshwa nokuchazwa kwemithwalo yemisebenzi ye-AI. Abahlaziyi be-Gartner balinganisela ukuthi ngo-2027, ukuhlanganiswa kobuchwepheshe be-AI kuzinhlelo zokusebenza zesikhungo sedatha kuzophumela ekubeni ngaphezu kuka-20% wamaseva amasha aqukethe ama-accelerator omsebenzi.
Isikhathi sokuthumela: Jan-20-2025