Kev thov rau cov tshuab chip tsim yuav txuas ntxiv mus rau xyoo tom ntej
Muaj ib qho tseem ceeb chip tsis txaus thoob ntiaj teb rau qee lub sijhawm tam sim no, qee yam chip manufacturers tau teb nrog kev nqis peev ntau. Qhov no kuj tau tshwm sim nyob rau hauv cov nuj nqis rau cov chip tsim tshuab ua lag luam. Kev muag khoom thoob ntiaj teb xav tias yuav loj hlob mus txog $ 117.5 nphom los ntawm 2022, nce 14.7% los ntawm $ 102.5 nphom hauv 2021 cov nyiaj tau los. Kev muag khoom yuav tsum nce ntxiv mus rau $ 120.8 nphom hauv 2023.
Qhov no yog raws li cov duab los ntawm SEMI, lub koom haum kev lag luam thoob ntiaj teb rau cov tuam txhab hluav taws xob thiab cov khoom siv tsim khoom. Lub koom haum kev lag luam tau nthuav tawm nws Ib nrab Xyoo Tag Nrho Cov Khoom Siv Hluav Taws Xob Semiconductor Forecast - OEM Kev Pom Zoo ntawm SEMICON West 2022 Hybrid. Kev tshawb fawb yog raws li cov ntaub ntawv muab los ntawm cov neeg ua lag luam loj, SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) cov ntaub ntawv sau cov ntaub ntawv thiab SEMI World Fab Forecast database.
Kev loj hlob rau ob qho tib si pem hauv ntej-kawg thiab rov qab-kawg tshuab
Ob qho tib si pem hauv ntej-kawg thiab rov qab-kawg tsim khoom muag yuav tsum loj hlob. Kev tsim tawm pem hauv ntej ntawm no yog hais txog kev tsim cov wafers. Back-end manufacturing hais txog cov txheej txheem tsim khoom uas tshwm sim thaum tag nrho cov circuits ntawm lub wafer tau tsim.
Kev tsim khoom wafer ntu, uas suav nrog kev ua wafer, chaw tsim khoom thiab cov khoom siv npog ntsej muag, xav tias yuav loj hlob los ntawm 15.4%. SEMI cia siab tias ntu nrog cov nyiaj tau los ntawm $ 101 nphom hauv 2022 los teeb tsa cov ntaub ntawv tshiab. Segment cov nyiaj tau los yuav tsum nce los ntawm 3.2% rau $ 104.3 nphom hauv 2023.
"Raws li kev lag luam semiconductor tau txiav txim siab cog lus kom nce thiab txhim kho kev muaj peev xwm, wafer tsim cov khoom lag luam tau npaj siab kom ncav cuag $ 100 billion tseem ceeb thawj zaug los ntawm 2022," said Ajit Manocha, tus thawj tswj hwm thiab CEO. ntawm SEMI, thov. "Kev lag luam thoob ntiaj teb nyob rau hauv ntau qhov kev lag luam ua ke nrog kev nqis peev zoo hauv digital infrastructure teeb tsa lwm lub xyoo."
Foundry thiab logic ntu tau loj hlob sai
SEMI pom qhov kev thov siab rau ob qho tib si qib siab thiab cov txheej txheem paub tab. Raws li qhov tshwm sim, cov chaw tsim khoom thiab cov logic ntawm kev ua lag luam xav tias yuav loj hlob 20.6% xyoo dhau los rau $ 55.2 nphom los ntawm 2022. SEMI cia siab tias kev lag luam yuav loj hlob ntxiv rau xyoo 2023, nrog cov nyiaj tau los thoob ntiaj teb ntawm $ 59.5 billion. paub. Qhov no sib npaug rau qhov nce ntawm 7.9%. Ua ke, ob ntu suav rau ntau tshaj ib nrab ntawm tag nrho cov khoom siv wafer ntau lawm.
Lub koom haum kev lag luam kuj tseem hais txog qhov xav tau muaj zog rau kev nco thiab khaws cia. Qhov no yuav tsum tau tsav kev siv nyiaj ntau dua ntawm DRAM thiab NAND cov cuab yeej hauv xyoo 2022. Cov ntu DRAM yuav tsum loj hlob los ntawm 8% kom ncav cuag $ 17.1 billion hauv cov nyiaj tau los. NAND cov khoom lag luam xav tias yuav loj hlob 6.8% rau $ 21.1 nphom. SEMI tseem cia siab tias yuav loj hlob hauv 2023, txawm hais tias nws yuav qis dua li xyoo 2022. Piv txwv li, kev nqis peev hauv cov cuab yeej tsim khoom rau DRAM xav tias yuav loj hlob los ntawm 7.7% hauv 2023. Kev siv nyiaj ntawm NAND cov cuab yeej nce 2.4%, lub koom haum kev lag luam kwv yees.
Kev thov rau cov khoom siv sib dhos thiab ntim khoom poob qis
Cov khoom sib dhos thiab ntim khoom ntu tau nce tsis tsawg dua 86.5% hauv 2021. Kev loj hlob yuav qeeb hauv xyoo tom ntej, SEMI kwv yees. Piv txwv li, kev lag luam yuav tsum nce 8.2% mus rau $ 7.8 nphom hauv 2022. Ib qho kev cog lus ntawm 0.5% mus rau $ 7.7 billion yog kwv yees rau 2023.
Kev ua lag luam rau cov khoom siv kuaj semiconductor kuj xav tias yuav loj tuaj. SEMI kwv yees kev loj hlob ntawm 12.1% rau $ 8.8 nphom hauv 2022, ua raws li 0.4% kev loj hlob hauv 2023. Lub koom haum ntaus nqi no feem ntau yog qhov kev thov muaj zog rau kev ua haujlwm siab (HPC).
Taiwan yog lub khw muag khoom tseem ceeb tshaj plaws
Hais txog thaj chaw kev lag luam, Taiwan, Tuam Tshoj thiab Kaus Lim Kauslim yog cov lag luam loj tshaj plaws rau cov tshuab tsim chip, lub koom haum kwv yees. Taiwan yuav rov qab tau nws txoj haujlwm tseem ceeb hauv 2022 thiab 2023, SEMI kwv yees. Tuam Tshoj thiab Kauslim ua raws. Txawm li cas los xij, kev nqis peev hauv lwm thaj chaw thoob ntiaj teb kuj tseem xav tias yuav nce ntxiv hauv ob xyoos.