Ngokuya ngezibalo zakamuva ezivelaUhlobo lwe-gartner, Kulindeleke ukuthi i-Samsung Electronics ilindelwe ukuthi iphinde ibe yisikhundla sayo njengeUmhlinzeki omkhulu we-semicondectorngokuya ngemali engenayo, i-intel edlula. Kodwa-ke, le datha ayifaki i-TSMC, i-Foundry Enkulu Kakhulu Yomhlaba.
Imali engenayo ye-Samsung Electronics 'ibonakala iye yaphinde yaphinde yaphinde yakhulisa naphezu kokusebenza kabi ngenxa yokuwohloka inzuzo ye-Dram ne-NAnd Flash Memory. I-SK Hynix, enosizo olunamandla emakethe yememori ephezulu ye-bandwidth (HBM), kulindeleke ukuthi ikhuphuke ibe yindawo yesine emhlabeni kulo nyaka.
I-Gartner yocwaningo lweMakethe ibikezela ukuthi imali engenayo ye-semiconductor izokhuphuka ngo-18.1% onyakeni owedlule (i-US $ 530 billion) ku-2024 billion kulindeleke ukuthi ikhuphuke ngo-21.1% unyaka -Anyaka, kanye nesabelo semakethe kulindeleke ukuthi kwandise kusuka kuma-75.3% ngonyaka we-2023 kuya ku-77.2% ngonyaka ka-2024, ukukhuphuka kwamaphesenti ayi-1,9.
Ngokuphikisana ne-wackrop yomnotho wezomnotho womhlaba, ukufunwa kwe-polarization yemikhiqizo ye-AI semiconductor efana ne-HBM nemikhiqizo yendabuko sekuye kwaqina, okuholela ekusebenzeni okuxubile kwezinkampani ze-semiconductor. Kulindeleke ukuthi i-Samsung Electronics ilindelwe ukuthi ilahleke kakhulu ilahlekelwe yi-Intel ngo-2023 kungakapheli unyaka. Imali ye-semiconductor ye-Samsung ngonyaka owedlule bekulindeleke ukuthi ibe yi-US $ 66,5 billion, up 62.5% kusukela ngonyaka owedlule.
UGartner waphawula ukuthi "ngemuva kweminyaka emibili elandelanayo yokuncipha, imali yomkhiqizo wememori ebiyelwe ngonyaka owedlule," futhi wabikezela ukuthi isilinganiso sokukhula sonyaka sakwa-Samsung eminyakeni emihlanu edlule sizofika ku-4.9%.
UGartner ubikezela ukuthi imali engenayo ye-semiconductor izokhula ngo-17% ngo-2024. Ngokusho kwesimo sezulu sakamuva sikaGartner, kulindeleke ukuthi kube ngu- $ 624 billion ngo- $ 534 billion.
"Njengoba kungu-2023 kudonsela isidingo esiseduze, esinamandla sama-chips afana namayunithi wokusebenza wehluzo (GPUS) ukuthi ukusekelwa kwemisebenzi ye-AI ngeke kwanele ukulungisa ukwehla kwezinombolo eziphindwe kabili embonini ye-semiconductor kulo nyaka," kusho u-Alan Priesty, uMongameli wePhini kanye umhlaziyi e-gartner. "Ukuncipha kwesidingo kusuka kumakhasimende we-smartphone naku-PC, okuhambisana nokusebenzisa imali okubuthakathaka ezikhungweni zedatha kanye nezikhungo zedatha ye-hyperScale, kuthinta inzuzo incipha kulo nyaka."
Kodwa-ke, i-2024 kulindeleke ukuthi ibe ngonyaka kabusha, ngemali engenayo yazo zonke izinhlobo ze-chip ezikhula, eziqhutshwa ukukhula okunamadijithi amabili emakethe yememori.
Imakethe yememori yomhlaba wonke kulindeleke ukuthi yehle ngo-38.8% ngonyaka ka-2023, kepha iphindaphindeka ngo-2024 ngokwanda okungu-66.3%. I-NAnd Flash Memory Revenue kulindeleke ukuthi iwele ngo-38.8% ngonyaka ka-2023 kuya ku- $ 35,4 billion, ngenxa yokufunwa okubuthakathaka nokuholela ekutholeni amanani entengo. Ezinyangeni ezi-3-6 ezilandelayo, amanani entengo aphakathi kulindeleke ukuthi akhiphe phansi futhi isimo sabahlinzeki sizothuthuka. Abahlaziyi be-Gartner babikezela ukululama okuqinile ngo-2024, imali engenayo ikhuphuka kuma- $ 53 billion, ukukhuphuka konyaka ngo-49.6%.
Ngenxa yokubhekelwa ngokweqile futhi okunganele, abahlinzeki be-DRAM bajaha amanani emakethe ukunciphisa ukusungula. Imakethe ye-DRAM ngokweqile kulindeleke ukuthi iqhubeke ngokusebenzisa ikota yesine ka-2023, okuholela ekutholeni intengo. Kodwa-ke, umthelela ogcwele wokunyuka kwamanani ngeke uzwe kuze kube ngu-2024, lapho imali engenayo ye-DRA kulindeleke ukuthi ikhule i-88% ibe ngama- $ 87.4 billion.
Ukuthuthukiswa kobuhlakani bokufakelwa okwenziwayo (iGenai) kanye namamodeli amakhulu olimi ukufunwa okufunwa kwamaseva aphezulu we-GPU namakhadi we-accelerator ezikhungweni zedatha. Lokhu kudinga ukuthunyelwa kwemithombo yokulayisha yomsebenzi kumaseva wesikhungo sedatha ukusekela ukuqeqeshwa nokutholwa kwemisebenzi yomsebenzi we-AI. Abahlaziyi be-Gartner balinganisela ukuthi ngo-2027, ukuhlanganiswa kobuchwepheshe be-AI kwizicelo zesikhungo sedatha kuzoholela ezingaphezu kwama-20% amaseva amasha aqukethe ama-acceleators omsebenzi.
Isikhathi sePosi: Jan-20-2025