Kufuna kwa makina opanga chip kudzapitilira kukula m'zaka zikubwerazi
Pakhala kusowa kwakukulu kwa chip padziko lonse lapansi kwakanthawi tsopano, zomwe opanga ma chip akulabadira ndi ndalama zambiri. Izi zikuwonekeranso mu ziwerengero za msika wa makina opanga chip. Zogulitsa zapadziko lonse lapansi zikuyembekezeka kukwera mpaka $ 117.5 biliyoni pofika 2022, chiwonjezeko cha 14.7% kuchokera pa $ 102.5 biliyoni muzopeza za 2021. Zogulitsa zikuyembekezeka kukwera mpaka $ 120.8 biliyoni mu 2023.
Izi ndi kutengera ziwerengero za SEMI, bungwe lazamalonda lapadziko lonse lapansi la opanga zamagetsi ndi njira zopangira zida. Mgwirizano wamakampaniwo udawonetsa Mid-Year Total Semiconductor Equipment Forecast - OEM Perspective ku SEMICON West 2022 Hybrid. Kafukufukuyu adatengera zomwe osewera akulu amsika amaperekedwa, pulogalamu ya SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) ndi database ya SEMI World Fab Forecast.
Kukula kwa machitidwe onse opanga kutsogolo ndi kumbuyo
Kugulitsa zida zopangira kutsogolo komanso kumbuyo kukuyembekezeka kukula. Kupanga chakutsogolo apa kukutanthauza kupanga zopyapyala. Kupanga chakumbuyo kumatanthawuza njira zopangira zomwe zimachitika mabwalo onse pawafa atapangidwa.
Gawo lopangira zowonda, lomwe limaphatikizapo kukonza zophika, malo opangira zinthu ndi zida zopangira masks / reticle, likuyembekezeka kukula ndi 15.4%. SEMI ikuyembekeza kuti gawoli ndi ndalama zokwana $ 101 biliyoni mu 2022 kuti likhazikitse mbiri yatsopano. Ndalama zamagawo zikuyembekezeka kukwera ndi 3.2% mpaka $104.3 biliyoni mu 2023.
"Mogwirizana ndi kudzipereka kwamakampani opanga ma semiconductor kuti achulukitse ndi kukweza mphamvu, gawo la zida zopangira zopangira zowotchera zatsala pang'ono kufika $100 biliyoni kwanthawi yoyamba pofika 2022," atero a Ajit Manocha, Purezidenti ndi CEO. a SEMI, chonde. "Zomwe zikuchitika m'misika yambiri komanso kusungitsa ndalama zamphamvu pazachuma za digito zimakhazikitsa chaka china chodziwika."
Magawo a Foundry ndi logic akukula mwachangu
SEMI ikuwona kufunikira kwakukulu kwa ma node apamwamba komanso okhwima. Zotsatira zake, magawo oyambira ndi omveka amsika akuyembekezeka kukula 20.6% pachaka mpaka $ 55.2 biliyoni pofika 2022. SEMI ikuyembekeza kuti msika upitilize kukula mu 2023, ndi ndalama zapadziko lonse lapansi za $ 59.5 biliyoni. amazindikira. Izi zikufanana ndi kuwonjezeka kwa 7.9%. Pamodzi, magawo awiriwa amapitilira theka lazinthu zonse zogulitsa zida zopangira mkate.
Mgwirizano wamalonda umawonetsanso kufunikira kwakukulu kwa kukumbukira ndi kusunga. Izi zikuyembekezeka kuyendetsa ndalama zambiri pazida za DRAM ndi NAND mu 2022. Gawo la DRAM likuyembekezeka kukula ndi 8% kuti lifike $ 17.1 biliyoni muzopeza. Msika wa zida za NAND ukuyembekezeka kukula 6.8% mpaka $21.1 biliyoni. SEMI ikuyembekezanso kukula mu 2023, ngakhale kuti ndi yochepa kwambiri kuposa 2022. Mwachitsanzo, ndalama zopangira zida zopangira DRAM zikuyembekezeka kukula ndi 7.7% mu 2023. Ndalama zogwiritsira ntchito zida za NAND zikuwonjezeka ndi 2.4%, mgwirizano wamakampani umaneneratu.
Kufuna kwa zida zophatikizira ndi zopakira kukucheperachepera
Gawo la zida za msonkhano ndi zonyamula zidakula ndi zosachepera 86.5% mu 2021. Kukula kudzachepa m'zaka zikubwerazi, SEMI ikuneneratu. Mwachitsanzo, chiwongola dzanja chikuyembekezeka kukwera ndi 8.2% mpaka $ 7.8 biliyoni mu 2022. Kuchepa kwa 0.5% mpaka $7.7 biliyoni kukuyembekezeka 2023.
Msika wa zida zoyeserera za semiconductor ukuyembekezekanso kukula. SEMI ikuwonetseratu kukula kwa 12.1% mpaka $ 8.8 biliyoni mu 2022, kutsatiridwa ndi kukula kwa 0.4% mu 2023. Bungweli limapereka izi makamaka chifukwa cha kufunikira kwakukulu kwa mapulogalamu apamwamba a computing (HPC).
Taiwan ndiye msika wofunikira kwambiri wogulitsa
Pankhani ya misika yamayiko, Taiwan, China ndi Korea ndi misika yayikulu kwambiri yopanga zida za chip, bungwe likuneneratu. Taiwan ipezanso malo ake otsogola mu 2022 ndi 2023, SEMI ikuneneratu. China ndi Korea amatsatira. Komabe, ndalama m'madera ena padziko lonse lapansi zikuyembekezekanso kuwonjezeka zaka zonsezi.