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Ikhaya > Izindaba > Izingqinamba zesitoko zizokhawulela ukuthambekela kokukhula kwe-semiconductor emhlabeni jikelele ngo-2021

Izingqinamba zesitoko zizokhawulela ukuthambekela kokukhula kwe-semiconductor emhlabeni jikelele ngo-2021

Ngokusho kocwaningo lwe-semiconductor lwe-semiconductor lwe-semiconductor, ngokwemininingwane evela ku-Semiconductor Trade Statistics Organisation (WSSS), i-Global semiconductor Ukuthengisa ngekota yokuqala ka-2021 yafinyelela ama-US $ 123.1 billion, ukukhuphuka kwe-3.6% kwikota edlule kanye nokwanda kwe 17.8% kusukela esikhathini esifanayo ngonyaka owedlule. , Kepha ukuntuleka kwesitoko kungakhawulela ukukhula kwe-semiconductor ngo-2021.

Ithebula elilandelayo libonisa ukuguqulwa kwemali okutholakalayo kwezinkampani eziphezulu ze-semiconductor kwikota yokuqala ka-2021, kuqhathaniswa nekota yesine ka-2020, kanye nesiqondisi sokukhula kwemali yekota yesibili ka-2021 uma kuqhathaniswa nekota yokuqala (uma ikhona). Phakathi kwezinkampani eziyi-12 ezidedele imibiko yezezimali kwikota yokuqala ka-2021, i-Intel, i-Stmicroelectonics inezinhlobo zenkani zenqamule ikota yalolobhoki lesibili kulo nyaka ukuwa cishe ama-4% aqhathaniswa nekota yokuqala. I-Intel ne-Qualcomm ithe babheka izingqinamba. Ama-Stmicroelectonics athi ukwehla kwezitayela zonyaka.

Imali engenayo yezinkampani ezisele inyuke, imali engenayo ye-semiconductor yandisiwe ngo-2.4%, futhi imali engenayo ye-mediatek inyuke ngo-12,1%. Lezi zinkampani zonke zibikezela ukuthi imali engenayo kwikota yesibili ka-2021 izoqhubeka nokukhula. I-NXP ikhokhise izithiyo njengesizathu sokubikezela kwayo okuqaphile. Ngakho-ke, kwezinkampani eziyi-9 ezinikele ukuholwa yikota yesibili, 4 kuveze ukuthi ukunikezwa kwabo kuvinjelwe.

Kuzohlala isikhathi esingakanani ukunikezwa komkhakha we-semiconductor?

Umbiko wakamuva we-zdnet wagomela ukuthi kungathatha iminyaka emibili ukuxazulula ukushoda kwe-semiconductor. I-CNBC icaphune umhlaziyi ngokuthi lokhu kushoda kungenzeka kungaxazululwa kuze kube ngu-2023. Umbiko we-CNBC uphinde ukhombe umbiko we-gartner othi ukushoda kuzoqhubeka izinyanga eziyisithupha. Usihlalo we-TSMC uLiu Deyin muva nje uthe engxoxweni nohlelo lwe-CBS "60 lwemizuzu" lokuthi i-TSMC ingahlangabezana nesidingo samakhasimende se-semiconductor yezimoto ngasekupheleni kukaJuni, kepha izingqinamba zokuhlinzekwa kwezimpahla zingadala ukukhiqizwa kwezimoto. Kubambezele ezinye izinyanga ezimbalwa.

Okungenani kusukela ngo-2021 kuya ku-2022, umnotho wembulunga yonke kanye nezimakethe zemishini yokugcina ebalulekile kuzoshayela ukukhula kwesidingo se-semiconductor. I-IDC ibikezela ukuthi ukuthengiswa kwe-smartphone kuzobuye kubuye kusuka ku-20.7% ngonyaka ka-202% ngonyaka ka-2021, futhi kunciphise ama-3.7% ngonyaka we-2021. Ngo-2020, kube ngumsebenzi ekhaya nasemfundo ukushayela kwesidingo. I-IDC ibikezela ukuthi ukukhula ngo-2021 kuzoba namandla ngokwengeziwe, ngokuthengiswa kwamakhompyutha uqobo kukhula ngo-18%. Kulindelwe ukuthi ngo-2022, imakethe ye-PC izolungiswa, phansi ngo-5%. I-WillStal Intelligence kanye nokubikezelwa kwemoto yasekuseni okuzokhula ngokuqinile ngo-11% ngo-2021 ngemuva kokwehla kwe-1520. Ukukhula kwezimoto ezikhanyayo kuzokwehlisa u-7%, kuphakeme kunenkambiso yesikhathi eside. Kodwa-ke, ukushoda kwama-semiconductors wezimoto kunganciphisa ukukhula ngo-2021.

Njengoba umhlaba uphinda uvela kulolu bhubhane, kunzima ikakhulukazi ukubikezela imakethe ye-semiconductor ngo-2021. Ukuvuselelwa okufunwayo kwemikhiqizo ye-elekthronikhi kwasuswa ngokushoda kwama-semiconductors. Ukushoda kuzocindezela amanani entengo yabanye ama-semiconductors, kepha abanye banqunywa izinkontileka zesikhathi eside. Kuthatha cishe iminyaka emibili ukwakha ifektri entsha ye-semiconductor, kepha ezimweni eziningi, amafektri akhona angakhulisa ukukhiqizwa esikhathini esifushane.

Isimo sezulu sakamuva semakethe ye-semiconductor ngo-2021 sihlukaniswe ngamakamu amabili. NgoDisemba 2020, i-WSSts ibikezela ukwanda kwangama-10,9% ngonyaka ka-2021 I-IC Inemibono ikholelwa ukuthi ukukhula okuqinile kwikota yokuqala ka-2021 kanye nokukhula okulinganiselayo ezindaweni ezintathu ezilandelayo kuzoshayela imboni ye-semiconductor ukukhula ngo-19% kulo nyaka.

Isimo sezulu sakamuva se-Semicondector intections sifana ne-IC Insights, okulindeleke ukuthi ikhule ngo-20% ku-2021. I-semiconductor intelligence ikholelwa ukuthi ukufunwa okunamandla kuzothuthukisa lo mkhuba. Uma kungekho mkhawulo wokuhambisa, izinga lokukhula okungenzeka lingaba cishe ngo-25%. I-Semicondector I-Intelligence ibikezela ukuthi ngo-2022, ukukhula komkhakha we-semiconductor kuzokwephuza i-12%, okusaphezulu kakhulu kunokukhula kwesikhathi eside kwe-6% kuya ku-7% kuya ku-7% kuya ku-7%.