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Ikhaya > Izindaba > I-IC Insights: Kulo nyaka i-DRAM ne-NAND banezinga lokukhula eliphakeme kakhulu phakathi kwemikhiqizo yasesigabeni se-IC

I-IC Insights: Kulo nyaka i-DRAM ne-NAND banezinga lokukhula eliphakeme kakhulu phakathi kwemikhiqizo yasesigabeni se-IC

I-IC Insights isanda kukhipha uhlelo lwango-2021 lwe- "The McClean Report" (The McClean Report), olwenze isibikezelo esisezingeni lokukhula kwezinga lokuthengisa lomkhiqizo ohlukaniswe ngomkhakha we-semiconductor kulo nyaka. Uhlu lwamasegmenti lubandakanya incazelo yeWorld Semiconductor Trade Statistics Organisation (WSTS) Yezigaba ezingama-33 zomkhiqizo we-IC. Lesi sibalo esingezansi sibonisa izingxenye eziyishumi eziphezulu zezimakethe ze-IC ezinokukhula okusheshayo okubikezelwe kulo nyaka.

Umbiko ubikezela ukuthi ukuthengiswa kwemikhiqizo eyishumi ephezulu yama-semiconductor esigabeni ngasinye kuzofinyelela ukukhula kwamadijithi amabili. I-IC Insights ibuye ibikezele ukuthi imakethe ephelele yama-semiconductor izokhula ngo-12% kulo nyaka.

Umbiko ukhombisa ukuthi i-DRAM ne-NAND bazoba yizindawo ezimbili zomkhiqizo ezikhula ngesivinini esikhulu ku-2021, lapho ukuthengisa kulindeleke ukuthi kukhule ngo-18% no-17% ngokulandelana. Kuyaphawuleka ukuthi ngo-2013, 2014, 2017 nango-2018, i-DRAM izoba nokukhula okuphezulu kakhulu. Imikhiqizo yokuhlukaniswa kwe-semiconductor okusheshayo; ngakolunye uhlangothi, ethinteke ukungazinzi komjikelezo wemakethe, i-DRAM nayo ingenye yezigaba ezinesilinganiso sokukhula esibi kakhulu ngezikhathi ezithile. Isibonelo, imakethe ye-DRAM yehle ngo-37% ngo-2019, futhi kwakukhona nemikhiqizo engama-33 IC ngalowo nyaka eyabekwa ekugcineni esigabeni.

Isidingo esinamandla semakethe yama-laptops namakhompyutha we-tablet sikhuphule ukuthengiswa kwe-NAND ngama-24% ngonyaka we-2020, ikakhulu ngenxa yezinguquko endleleni ezikole, amabhizinisi kanye nohulumeni abasebenza futhi baqhuba ngayo ibhizinisi ngenxa yesifo esisha somqhele. Kulinganiselwa ukuthi ngo-2021, ngokuthuthukiswa kobuchwepheshe be-smartphone nokuthuthukiswa kobuchwepheshe be-5G, imali ye-NAND izoqhubeka nokukhula nge-17%.

Ngaphezu kwalokho, lo mbiko ubuye ubikezele ukuthi lezi zigaba ezimbili zomkhiqizo we-IC ezinikele ngama-analog chips kanye nezinhloso ezikhethekile ze-logic chips nazo zizoba ngenye yezingxenye zemakethe ezikhula ngokushesha kakhulu kulo nyaka. Ethintwe yilo bhubhane ekuqaleni konyaka we-2020, ukuthengiswa kwezimoto ezintsha emhlabeni jikelele akujabulisi, kepha isidingo sezimoto sanda ekuqaleni kuka-2021, futhi kushoda ama-chip chips. Kulindeleke ukuthi kulo nyaka, njengoba ukuthengiswa komhlaba wonke kwezimoto zikagesi ezimsulwa kukhuphuke futhi kwandiswe ubuchwepheshe bokushayela obuzimele kuzothuthukisa ukuthengiswa kwama-chips ahlukahlukene ebhodini, inani lokulayishwa kwe-chip lemoto ngayinye entsha linganyuswa lifike ngaphezu kuka-US $ 550 .

Umbiko uphinde waveza ukuthi izinga lokukhula kwamaprosesa ashumekiwe anamandla we-AI azofinyelela ku-15% kulo nyaka.

Imiklamo eminingi emisha engama-32-bit MCU isekela ukuxhumana okungenawaya nokuxhumana kwe-Internet Protocol (IP). Ezimotweni, amasistimu ezimoto "ahlakaniphile" aqhube isidingo sama-32-bit MCUs futhi engeza imisebenzi yesikhathi sangempela, engahlangabezana nemisebenzi yokuphepha ezenzakalelayo, njengokulawulwa kokuqina kwe-elektroniki (ESC) nemisebenzi yokugwema izithiyo.