Ke hoʻomau nei ka noi no nā ʻōnaehana hana chip i nā makahiki e hiki mai ana
Aia ka hapa nui o ka chip ma ka honua no kekahi manawa i kēia manawa, ke pane nei nā mea hana chip me nā hoʻopukapuka nui. Hōʻike ʻia kēia i nā helu no ka mākeke ʻōnaehana hana chip. Manaʻo ʻia ke kūʻai aku o ka honua i $ 117.5 biliona e 2022, he 14.7% ka piʻi ʻana mai $ 102.5 biliona ma 2021 ka loaʻa kālā. Manaʻo ʻia e hoʻonui hou ʻia ke kūʻai aku i $120.8 biliona i 2023.
Ua like kēia me nā helu mai SEMI, ka hui kālepa honua no nā mea hana uila a me ke kaulahao hoʻolālā. Ua hōʻike ka hui ʻoihana i kāna Mid-Year Total Semiconductor Equipment Forecast - OEM Perspective ma SEMICON West 2022 Hybrid. Hoʻokumu ʻia ka noiʻi i ka ʻike i hāʻawi ʻia e nā mea pāʻani mākeke nui, ʻo ka SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) papahana hōʻiliʻili ʻikepili a me ka waihona SEMI World Fab Forecast.
Ka ulu ʻana no nā ʻōnaehana hana mua a me hope
Manaʻo ʻia e ulu aʻe nā kūʻai ʻana o nā lako hana mua a me hope. ʻO ka hana mua ma ʻaneʻi e pili ana i ka hana ʻana i nā wafers. ʻO ka hana hope ʻana e pili ana i nā kaʻina hana i hana ʻia ke hana ʻia nā kaapuni āpau ma ka wafer.
ʻO ka ʻāpana hana wafer, ka mea e pili ana i ka hana wafer, nā hale hana a me nā lako mask / reticle, e manaʻo ʻia e ulu e 15.4%. Manaʻo ʻo SEMI i ka ʻāpana me ka loaʻa kālā o $101 biliona ma 2022 e hoʻonohonoho i kahi moʻolelo hou. Manaʻo ʻia ka hoʻonui ʻia o ka loaʻa kālā ma 3.2% i $104.3 biliona ma 2023.
"Ma ka laina me ka manaʻo paʻa o ka ʻoihana semiconductor e hoʻonui a hoʻomaikaʻi i ka hiki, ua mākaukau ka ʻāpana hana wafer e hōʻea i ka milestone $ 100 biliona no ka manawa mua ma 2022," wahi a Ajit Manocha, pelekikena a Luna Nui. o SEMI, e ʻoluʻolu. "ʻO nā ʻano kuʻuna i loko o kahi ākea o nā mākeke i hui pū ʻia me nā hoʻopukapuka ikaika i nā ʻōnaehana kamepiula i hoʻonohonoho i kahi makahiki hoʻopaʻa inoa."
Ke ulu wikiwiki nei nā ʻāpana kumu a me nā loina
ʻIke ʻo SEMI i kahi koi kiʻekiʻe no nā node kaʻina hana holomua a makua. ʻO ka hopena, ua manaʻo ʻia ka ulu ʻana o ka mākeke a me ka logic i ka 20.6% o ka makahiki i ka $ 55.2 biliona e 2022. Ke manaʻo nei ʻo SEMI e hoʻomau ka ulu ʻana o ka mākeke ma 2023, me ka loaʻa kālā o ka honua he $ 59.5 biliona. hoʻomaopopo. Ua like kēia me ka piʻi ʻana o 7.9%. ʻO ka hui pū ʻana, ʻoi aku nā ʻāpana ʻelua ma mua o ka hapalua o ke kūʻai ʻana i nā lako hana wafer.
Hōʻike pū ka hui kālepa i kahi koi ikaika no ka hoʻomanaʻo a me ka mālama. Manaʻo ʻia kēia e hoʻonui i ka hoʻolimalima kiʻekiʻe ma DRAM a me NAND mea hana ma 2022. ʻO ka māhele DRAM e manaʻo ʻia e ulu e 8% a hiki i $ 17.1 biliona kālā. Manaʻo ka mākeke mea hana NAND e ulu 6.8% i $ 21.1 biliona. Manaʻo pū ʻo SEMI i ka ulu ʻana ma 2023, ʻoiai ʻoi aku ka haʻahaʻa ma mua o 2022. No ka laʻana, manaʻo ʻia ka hoʻopukapuka ʻana i nā lako hana no DRAM e 7.7% ma 2023. Hoʻonui ka hoʻolimalima ʻana i nā mea hana NAND e 2.4%, wānana ka hui ʻoihana.
Ke emi nei ka noi no ka hui ʻana a me nā lako hana hoʻopili
Ua piʻi aʻe ka ʻāpana hui a me nā lako lako ma lalo o 86.5% ma 2021. E lohi ka ulu ʻana i nā makahiki e hiki mai ana, wānana ʻo SEMI. No ka laʻana, manaʻo ʻia e hoʻonui ʻia ka huli ʻana e 8.2% a i $7.8 biliona i 2022. Ua wānana ʻia kahi hōʻemi o 0.5% a i $7.7 biliona no 2023.
Manaʻo ʻia e ulu ka mākeke no nā mea hoʻāʻo semiconductor. Hōʻike ka SEMI i ka ulu ʻana o 12.1% a i $8.8 biliona ma 2022, a ukali ʻia e 0.4% ka ulu ʻana i ka makahiki 2023. ʻO ka hui ʻana i kēia ma muli o ke koi ikaika no nā noi helu helu kiʻekiʻe (HPC).
ʻO Taiwan ka mākeke kūʻai nui loa
I ka ʻōlelo o nā mākeke ʻāina, ʻo Taiwan, Kina a me Korea ka mākeke nui loa no nā ʻōnaehana hana chip, wānana ka hui. E loaʻa hou ʻo Taiwan i kāna kūlana alakaʻi ma 2022 a me 2023, wānana ʻo SEMI. Ua hahai ʻo Kina a me Korea. Eia nō naʻe, manaʻo ʻia e hoʻonui ʻia nā hoʻopukapuka kālā ma nā wahi ʻē aʻe o ka honua i nā makahiki ʻelua.