Tlhokahalo ea litsamaiso tsa tlhahiso ea li-chip e tla tsoela pele ho hola lilemong tse tlang
Ho bile le khaello e kholo ea li-chip lefatšeng ka bophara ka nako e telele joale, ho na le ntho eo baetsi ba li-chip ba arabelang ho eona ka matsete a mangata. Sena se boetse se bonahala lipalong tsa 'maraka oa litsamaiso tsa tlhahiso ea li-chip. Lithekiso tsa lefats'e li lebelletsoe ho hola ho fihla ho $ 117.5 bilione ka 2022, keketseho ea 14.7% ho tloha ho $ 102.5 bilione ka lekhetho la 2021. Thekiso e lebelletsoe ho nyolohela ho $ 120.8 bilione ka 2023.
Sena ke ho latela lipalo tse tsoang ho SEMI, mokhatlo oa lefatše oa khoebo oa baetsi ba lisebelisoa tsa elektroniki le ketane ea phepelo ea meralo. Mokhatlo oa indasteri o bontšitse Forecast ea eona ea Bohareng ba Selemo Kakaretso ea Semiconductor Equipment - Pono ea OEM ho SEMICON West 2022 Hybrid. Patlisiso e ipapisitse le tlhaiso-leseling e fanoeng ke libapali tse kholo tsa mebaraka, lenaneo la pokello ea lintlha tsa SEMI Worldwide Semiconductor Equipment Market (WWSEMS) le database ea SEMI World Fab Forecast.
Khōlo bakeng sa mekhoa ea tlhahiso ea pele le ea morao-rao
Ka bobeli thekiso ea lisebelisoa tsa tlhahiso ea pele le ea morao-rao e lebelletsoe ho hola. Tlhahiso e ka pele mona e bua ka tlhahiso ea li-wafers. Tlhahiso ea morao-rao e bolela lits'ebetso tsa tlhahiso tse etsahalang hang ha lipotoloho tsohle tse holim'a sekoti li se li entsoe.
Karolo ea tlhahiso ea wafer, e kenyelletsang ts'ebetso ea wafer, lisebelisoa tsa tlhahiso le lisebelisoa tsa mask / reticle, e lebelletsoe ho hola ka 15.4%. SEMI e lebelletse hore karolo e nang le lekeno la $ 101 bilione ka 2022 ho beha rekoto e ncha. Lekhetho la karolo le lebelletsoe ho eketseha ka 3.2% ho isa ho $104.3 bilione ka 2023.
"Tumellanong le boitlamo bo ikemiselitseng ba indasteri ea semiconductor ea ho eketsa le ho ntlafatsa bokhoni, karolo ea lisebelisoa tsa tlhahiso ea li-wafer e mothating oa ho fihla sehlohlolong sa $100 bilione ka lekhetlo la pele ka 2022," ho boletse Ajit Manocha, mopresidente le CEO. ea SEMI, ka kopo. "Litloaelo tsa lefatše mebarakeng e mengata e fapaneng hammoho le matsete a matla ho lisebelisoa tsa dijithale li theha selemo se seng sa rekoto."
Likarolo tsa Foundry le logic li ntse li hola ka potlako
SEMI e bona tlhokeho e kholo ea li-node tse tsoetseng pele le tse holileng tsebong. Ka lebaka leo, likarolo tsa motheo le tse utloahalang tsa 'maraka li lebelletsoe ho hola ka 20.6% selemo ho isa ho $55.2 bilione ka 2022. SEMI e lebelletse hore 'maraka o tla tsoela pele ho hola ka 2023, ka chelete ea lefats'e ea $ 59.5 bilione. hlokomela. Sena se lekana le keketseho ea 7.9%. Ka kopanelo, likarolo tsena tse peli li etsa karolo e fetang halofo ea kakaretso ea thekiso ea lisebelisoa tsa tlhahiso ea li-wafer.
Mokhatlo oa khoebo o boetse o supa tlhoko e matla ea memori le polokelo. Sena se lebelletsoe ho khanna chelete e ngata ho lisebelisoa tsa DRAM le NAND ka 2022. Karolo ea DRAM e lebelletsoe ho hola ka 8% ho fihlela chelete e kenang ea $ 17.1 bilione. Mmaraka oa lisebelisoa tsa NAND o lebelletsoe ho hola ka 6.8% ho isa ho $21.1 bilione. SEMI e boetse e lebeletse ho hōla ho 2023, le hoja e le tlase haholo ho feta 2022. Ka mohlala, lichelete tsa thepa ea tlhahiso ea DRAM e lebeletsoe ho hōla ka 7.7% ka 2023. Litšenyehelo tsa lisebelisoa tsa NAND li eketseha ka 2.4%, mokhatlo oa indasteri o bolela esale pele.
Tlhokahalo ea lisebelisoa tsa ho kopanya le ho paka e ea fokotseha
Karolo ea liphutheloana le lisebelisoa tsa ho paka e ile ea eketseha ka tlase ho 86.5% ka 2021. Khōlo e tla fokotseha lilemong tse tlang, SEMI e bolela esale pele. Ka mohlala, ho lebeletsoe hore phaello e eketsehe ka 8.2% ho ea ho $ 7.8 bilione ka 2022. Ho lebeletsoe esale pele hore 0.5% ho ea ho $ 7.7 bilione ea 2023.
Mmaraka oa lisebelisoa tsa tlhahlobo ea semiconductor le ona o lebelletsoe ho hola. SEMI e bolela esale pele kholo ea 12.1% ho ea ho $ 8.8 bilione ka 2022, e lateloa ke kholo ea 0.4% ka 2023. Mokhatlo o fana ka maikutlo a sena haholo-holo tlhokahalo e matla ea likopo tse sebetsang hantle tsa k'homphieutha (HPC).
Taiwan ke 'maraka oa bohlokoa ka ho fetisisa oa thekiso
Mabapi le limmaraka tsa libaka, Taiwan, Chaena le Korea ke limmaraka tse kholo ka ho fetisisa bakeng sa mekhoa ea tlhahiso ea li-chip, mokhatlo o bolela esale pele. Taiwan e tla boela e be boemong ba eona ba pele ho 2022 le 2023, SEMI e bolela esale pele. China le Korea lia latela. Leha ho le joalo, matsete libakeng tse ling lefatšeng ka bophara le ona a lebelletsoe ho eketseha lilemong tseo ka bobeli.