Ngokwezibalo zakamuva ezivela ku-I-Gartner, i-Samsung Electronics kulindeleke ukuthi ibuyele esikhundleni sayo njenge-umhlinzeki omkhulu we-semiconductorngokwemali engenayo, idlula i-Intel. Kodwa-ke, le datha ayifaki i-TSMC, indawo yokukhiqiza izinsimbi ezinkulu kunazo zonke emhlabeni.
Inzuzo ye-Samsung Electronics ibonakala ikhuphuke naphezu kokusebenza kabi ngenxa yokwehla kwenzuzo ye-DRAM kanye ne-NAND flash memory. I-SK Hynix, enenzuzo enkulu emakethe ye-high-bandwidth memory (HBM), kulindeleke ukuthi ikhuphukele endaweni yesine emhlabeni kulo nyaka.
Inkampani yocwaningo lwemakethe iGartner ibikezela ukuthi imali engenayo ye-semiconductor yomhlaba wonke izokhuphuka ngo-18.1% kusukela ngonyaka odlule (US$530 billion) iye ku-US$626 billion ngo-2024. Phakathi kwabo, imali engenayo iyonke yabahlinzeki be-semiconductor abaphezulu abangu-25 kulindeleke ukuthi ikhuphuke ngo-21.1% unyaka nonyaka, kanti isabelo semakethe kulindeleke ukuthi sikhuphuke sisuka ku-75.3% ngo-2023 siye ku-77.2% ngo-2024, okuwukwenyuka kwamaphuzu angu-1.9%.
Ngenxa yokwehla komnotho womhlaba wonke, ukuhlukana kwesidingo semikhiqizo ye-AI semiconductor efana ne-HBM kanye nemikhiqizo yendabuko kuye kwanda, okuholele ekusebenzeni okuxubile kwezinkampani ze-semiconductor. I-Samsung Electronics kulindeleke ukuthi ithole indawo ephezulu elahlekelwe yi-Intel ngo-2023 phakathi nonyaka. Imali engenayo ye-Samsung semiconductor ngonyaka odlule kulindeleke ukuthi ibe yi-US$66.5 billion, ikhuphuke ngo-62.5% kunonyaka odlule.
UGartner waphawula ukuthi “ngemva kweminyaka emibili ilandelana yokwehla, imali engenayo yemikhiqizo yememori ikhuphuke kakhulu ngonyaka odlule,” futhi wabikezela ukuthi isilinganiso sokukhula sonyaka se-Samsung eminyakeni emihlanu edlule sizofinyelela ku-4.9%.
UGartner ubikezela ukuthi imali engenayo ye-semiconductor yomhlaba wonke izokhula ngo-17% ngo-2024. Ngokusho kwesibikezelo sakamuva sikaGartner, imali engenayo ye-semiconductor yomhlaba wonke 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 u-2023 usondela esiphelweni, isidingo esinamandla sama-chip afana namayunithi okucubungula ihluzo (ama-GPU) asekela umthwalo wemisebenzi ye-AI ngeke sanele ukuqeda ukwehla kwamadijithi amabili embonini ye-semiconductor kulo nyaka," kusho u-Alan Priestley, iphini likamongameli kanye nomhlaziyi kwaGartner. "Ukwehla kwesidingo esivela kumakhasimende e-smartphone kanye ne-PC, kanye nokusetshenziswa kwemali okubuthakathaka ezikhungweni zedatha kanye nasezikhungweni zedatha ezisezingeni eliphezulu, kuthinta ukwehla kwemali engenayo kulo nyaka."
Kodwa-ke, u-2024 kulindeleke ukuthi ube unyaka ozayo, lapho imali engenayo yazo zonke izinhlobo zama-chip ikhula, iqhutshwa ukukhula kwamadijithi amabili emakethe yememori.
Imakethe yememori yomhlaba wonke kulindeleke ukuthi yehle ngo-38.8% ngo-2023, kodwa ibuyele emuva ngo-2024 ngokukhuphuka ngo-66.3%. Imali engenayo yememori ye-flash ye-NAND kulindeleke ukuthi yehle ngo-38.8% ngo-2023 iye ku-$35.4 billion, ngenxa yesidingo esibuthakathaka kanye nokunikezwa ngokweqile okuholela ekwehleni kwamanani. Ezinyangeni ezi-3-6 ezizayo, amanani e-NAND kulindeleke ukuthi ehle kakhulu futhi isimo sabaphakeli sizothuthuka. Abahlaziyi be-Gartner babikezela ukululama okunamandla ngo-2024, lapho imali engenayo ikhuphuka ifike ku-$53 billion, ukwanda konyaka nonyaka okungu-49.6%.
Ngenxa yokwanda okukhulu kokunikezwa kwezimpahla kanye nesidingo esinganele, abahlinzeki be-DRAM baphishekela amanani emakethe ukuze banciphise isitokwe. Ukwanda kokunikezwa kwezimpahla emakethe ye-DRAM kulindeleke ukuthi kuqhubeke kuze kube yikota yesine ka-2023, okuholela ekubuyeni kwentengo. Kodwa-ke, umthelela ogcwele wokwenyuka kwentengo ngeke uzwakale kuze kube ngu-2024, lapho imali engenayo ye-DRAM kulindeleke ukuthi ikhule ngo-88% ibe yi-$87.4 billion.
Ukuthuthukiswa kobuhlakani bokwenziwa obukhiqizayo (i-GenAI) kanye namamodeli ezilimi ezinkulu kuqhuba isidingo samaseva e-GPU asebenza kahle kakhulu namakhadi okusheshisa ezindaweni zedatha. Lokhu kudinga ukufakwa kwezisheshi zomsebenzi kumaseva ezindawo zedatha ukusekela ukuqeqeshwa kanye nokuqagela kwemisebenzi ye-AI. Abahlaziyi be-Gartner balinganisela ukuthi ngo-2027, ukuhlanganiswa kobuchwepheshe be-AI ezinhlelweni zokusebenza zezindawo zedatha kuzoholela kumaseva amasha angaphezu kuka-20% aqukethe izisheshi zomsebenzi.
Isikhathi sokuthunyelwe: Jan-20-2025