Kudiwa kwema chip masisitimu ekugadzira kucharamba kuchikura mumakore anotevera
Pakave nekushomeka kwakakosha pasirese kwechinguva ikozvino, chimwe chinhu vanogadzira chip vari kupindura nekudyara kwakawanda. Izvi zvinoratidzwawo muhuwandu hwemusika wekugadzira chip masisitimu. Kutengeswa kwepasirese kunotarisirwa kukura kusvika pamadhora mazana maviri nemakumi mashanu emadhora panosvika 117.5, kuwedzera kwe2022% kubva pamadhora mazana maviri nemakumi maviri neshanu emadhora muna 14.7. Kutengeswa kunotarisirwa kuwedzera kusvika kumadhora 102.5 bhiriyoni muna 2021.
Izvi zvinoenderana nenhamba kubva kuSEMI, mubatanidzwa wepasi rose wekutengeserana wevagadziri vemagetsi uye dhizaini yekugovera cheni. Iyo indasitiri yemubatanidzwa yakaratidza yayo yepakati-Yegore Yese Semiconductor Equipment Forecast - OEM Maonero paSEMICON West 2022 Hybrid. Tsvagiridzo iyi yakavakirwa paruzivo rwakapihwa nevatambi vakuru vemusika, iyo SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) chirongwa chekuunganidza data uye SEMI World Fab Forecast dhatabhesi.
Kukura kwese kumberi-kumagumo uye kumashure-kumagumo ekugadzira masisitimu
Zvese zviri zviviri kumberi-kumagumo uye kumashure-yekupedzisira kugadzira michina yekutengesa inotarisirwa kukura. Kugadzirwa kwepamberi pano kunoreva kugadzirwa kwemawafer. Kumashure-kumagumo kugadzira kunoreva maitiro ekugadzira anoitika kana ese masekete pawafer agadzirwa.
Chikamu chekugadzira wafer, icho chinosanganisira kugadzira wafer, zvivakwa zvekugadzira uye mask / reticle michina, inotarisirwa kukura ne15.4%. SEMI inotarisira chikamu chine mari yemadhora zana nemakumi maviri emadhora muna 101 kuseta rekodhi nyowani. Segment mari inotarisirwa kuwedzera ne2022% kusvika $3.2 bhiriyoni muna 104.3.
"Zvichienderana nekuzvipira kwakasimba kweindasitiri yesemiconductor yekuwedzera nekusimudzira huwandu, chikamu chemidziyo yekugadzira wafer chagadzirira kusvika pamabhiriyoni zana emadhora kekutanga panosvika 100," akadaro Ajit Manocha, mutungamiri uye CEO. yeSEMI, ndapota. "Maitiro enyika mumisika dzakasiyana siyana pamwe nekudyara kwakasimba muzvivakwa zvedhijitari zvinogadzira rimwe rekodhi gore."
Foundry uye logic zvikamu zviri kukura nekukurumidza
SEMI inoona kudiwa kwakanyanya kune ese ari maviri epamberi uye akakura maitiro node. Nekuda kweizvozvo, iyo yekutanga uye logic zvikamu zvemusika zvinotarisirwa kukura 20.6% gore-pamusoro-gore kusvika $55.2 bhiriyoni ne2022. SEMI inotarisira kuti musika urambe uchikura mu2023, nemari yepasi rose ye59.5 bhiriyoni. anoziva. Izvi zvakaenzana nekuwedzera kwe7.9%. Pamwe chete, zvikamu zviviri izvi zvinoverengera inopfuura hafu yehuwandu hwekutengesa michina yekugadzira wafer.
Sangano rekutengeserana rinoratidzawo kudiwa kwakasimba kwekuyeuka uye kuchengetedza. Izvi zvinotarisirwa kufambisa mari yepamusoro paDRAM neNAND midziyo muna 2022. Chikamu cheDRAM chinotarisirwa kukura ne8% kusvika pamadhora 17.1 bhiriyoni mumari. Musika weNAND wemidziyo unotarisirwa kukura 6.8% kusvika $21.1 bhiriyoni. SEMI inotarisirawo kukura muna 2023, kunyange zvazvo yakaderera zvikuru kupfuura muna 2022. Semuenzaniso, mari yekugadzira michina yeDRAM inotarisirwa kukura ne 7.7% muna 2023. Kushandiswa kwekushandisa kweNAND kunowedzera ne2.4%, sangano remaindasitiri rinofanotaura.
Kudiwa kwemidziyo yekuunganidza nekurongedza kuri kudzikira
Chikamu uye chikamu chemidziyo yekurongedza chakakura neisingasviki 86.5% muna 2021. Kukura kuchaderera mumakore anotevera, SEMI inofanotaura. Semuyenzaniso, turnover inotarisirwa kuwedzera ne8.2% kusvika $7.8 bhiriyoni muna 2022. A contraction of 0.5% to $7.7 billion is forecast for 2023.
Musika wemichina yekuongorora semiconductor unotarisirwawo kukura. SEMI inofanotaura kukura kwe12.1% kusvika $8.8 bhiriyoni muna 2022, ichiteverwa ne 0.4% kukura muna 2023. Sangano rinoratidza izvi kunyanya kudiwa kwakasimba kwekushandiswa kwepamusoro-soro (HPC).
Taiwan ndiyo inonyanya kukosha yekutengesa musika
Panyaya yemisika yenzvimbo, Taiwan, China neKorea ndiyo misika mikuru yemasisitimu ekugadzira chip, sangano rinofanotaura. Taiwan ichazotorazve chinzvimbo chayo chekutungamira mune zvese 2022 uye 2023, SEMI inofanotaura. China neKorea zvinotevera. Nekudaro, kudyara mune mamwe matunhu pasi rese kunotarisirwa kuwedzera mumakore ese ari maviri.