O le a fa'atupula'ia pea le mana'oga mo le gaosiga o masini i tausaga o lumana'i
Ua i ai se faaletonu tele i le lalolagi atoa mo sina taimi i le taimi nei, o se mea o loʻo tali atu i ai le au gaosi chip ma ni tupe faʻafaigaluega. O lo'o fa'aalia fo'i lea i fa'amaumauga mo le maketi o masini gaosiga. O fa'atauga a le lalolagi e fa'amoemoe e tupu i le $117.5 piliona i le 2022, o le 14.7% fa'aopoopo mai le $102.5 piliona i le 2021 tupe maua. O loʻo faʻamoemoe e faʻateleina le faʻatau atu i le $ 120.8 piliona i le 2023.
E tusa ai ma fuainumera mai le SEMI, le sosaiete fefaʻatauaʻiga a le lalolagi mo tagata gaosi mea tau eletise ma le filifili sapalai mamanu. O le faʻalapotopotoga faʻapisinisi na faʻaalia lana Fuafuaga o Meafaigaluega Semiconductor Mid-Year - OEM Vaʻaiga ile SEMICON West 2022 Hybrid. O le suʻesuʻega e faʻavae i luga o faʻamatalaga na tuʻuina atu e le au taʻalo maketi maketi, o le SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) polokalame aoina faʻamaumauga ma le SEMI World Fab Forecast database.
Tuputupu ae mo faiga e lua i luma ma tua
O fa'atauga o mea faigaluega i luma ma tua e fa'amoemoe e fa'atupulaia. O le gaosiga pito i luma iinei e faasino i le gaosiga o wafers. O le gaosiga i tua o lo'o fa'atatau i le gaosiga o gaioiga e faia pe a mae'a uma ta'amilosaga i luga o le wafer.
Ole vaega ole gaosiga ole wafer, lea e aofia ai le gaosiga ole wafer, fale gaosi oloa ma masini masini / reticle, e tatau ona tupu ile 15.4%. O loʻo faʻamoemoe le SEMI o le vaega ma se tupe maua e $ 101 piliona i le 2022 e faʻatulaga ai se faʻamaumauga fou. O tupe maua a vaega o lo'o fa'amoemoe e si'itia ile 3.2% ile $104.3 piliona ile 2023.
"E tusa ai ma le naunautaiga a le alamanuia semiconductor e faʻateleina ma faʻaleleia le gafatia, o le vaega o meafaigaluega gaosi oloa o loʻo sauni e ausia le $ 100 piliona mo le taimi muamua i le 2022," o le tala lea a Ajit Manocha, Peresetene ma Pule Sili. o SEMI, faamolemole. "O faiga faʻalelalolagi i le tele o maketi faʻatasi ma le malosi o tupe teufaafaigaluega i atinaʻe faʻatekonolosi ua faʻatūina ai se isi tausaga faʻamaumau."
O lo'o fa'atupula'ia vave vaega fa'avae ma fa'afuainumera
O lo'o va'aia e le SEMI se mana'oga maualuga mo nodes fa'agasolo fa'agasolo ma matua. O le iʻuga, o le faʻavaeina ma le faʻaogaina o vaega o le maketi o loʻo faʻamoemoe e faʻatupulaia le 20.6% i lea tausaga ma lea tausaga i le $ 55.2 piliona i le 2022. E faʻamoemoe le SEMI e faʻaauau pea le tuputupu aʻe o maketi i le 2023, faʻatasi ai ma tupe maua a le lalolagi e $ 59.5 piliona. iloa. E tutusa lea ma se siitaga e 7.9%. Faʻatasi, o vaega e lua e sili atu ma le afa o le aofaʻi o faʻatauga o meafaigaluega gaosi oloa.
O loʻo faʻaalia foi e le faʻalapotopotoga o fefaʻatauaʻiga se manaʻoga malosi mo le manatua ma le teuina. O lenei mea e faʻamoemoe e faʻateleina tupe faʻaalu i luga ole DRAM ma NAND meafaigaluega ile 2022. O le vaega o le DRAM e faʻamoemoe e tupu ile 8% e oʻo atu i le $ 17.1 piliona i tupe maua. Ole maketi o meafaigaluega a le NAND e faʻamoemoe e tupu ile 6.8% ile $21.1 piliona. O loʻo faʻamoemoeina foi e le SEMI le tuputupu aʻe i le 2023, e ui lava e matua maualalo ifo nai lo le 2022. Mo se faʻataʻitaʻiga, o tupe teufaafaigaluega i masini gaosiga mo le DRAM e faʻamoemoe e tupu i le 7.7% i le 2023. O tupe faʻaalu i luga o meafaigaluega a le NAND e faʻateleina i le 2.4%, o loʻo vaʻaia e le sosaiete faʻapisinisi .
O loʻo faʻaitiitia le manaʻoga mo mea faʻapipiʻi ma afifiina
O le faʻapotopotoga ma le faʻapipiʻiina o meafaigaluega na faʻatupulaia e le itiiti ifo i le 86.5% i le 2021. O le tuputupu aʻe o le a faʻagesegese i tausaga a sau, SEMI vavalo. Mo se faʻataʻitaʻiga, o tupe maua e faʻamoemoe e siitia i le 8.2% i le $ 7.8 piliona i le 2022. O le faʻaitiitia o le 0.5% i le $ 7.7 piliona o loʻo faʻamoemoeina mo le 2023.
Ole maketi mo masini suʻega semiconductor e faʻamoemoe foi e tupu. O loʻo faʻaalia e le SEMI le tuputupu aʻe o le 12.1% i le $ 8.8 piliona i le 2022, sosoo ai ma le 0.4% o le tuputupu aʻe i le 2023. O le faʻalapotopotoga e faʻatatau i lenei mea i le malosi o le manaʻoga mo talosaga faʻapitoa (HPC).
O Taiwan o le maketi fa'atau sili ona taua
I tulaga o maketi faʻafanua, Taiwan, Saina ma Korea o maketi sili ona tele mo faiga faʻapipiʻi, o loʻo valoia e le faʻalapotopotoga. O Taiwan o le a toe maua lona tulaga taʻutaʻua i le 2022 ma le 2023, o loʻo valoia e le SEMI. Sa mulimuli mai Saina ma Korea. Ae ui i lea, o tupe teufaafaigaluega i isi itulagi i le lalolagi atoa e faʻamoemoeina foi e faʻateleina i tausaga uma e lua.