Imfuno yeenkqubo zokuvelisa itshiphu iya kuqhubeka ikhula kwiminyaka ezayo
Kubekho ukunqongophala okubalulekileyo kwetshiphu kwihlabathi liphela kangangexesha elithile, into abavelisi be-chip abasabela kuyo ngotyalo-mali olukhulu. Oku kukwabonakaliswa kumanani emarike yeenkqubo zokuvelisa itshiphu. Iintengiso zehlabathi kulindeleke ukuba zikhule ziye kwi-117.5 yeebhiliyoni zeedola ngo-2022, ukunyuka kwe-14.7% ukusuka kwi-102.5 yeebhiliyoni zeedola kwingeniso ka-2021. Ukuthengisa kulindeleke ukuba kunyuke ukuya kuthi ga kwi-120.8 yeebhiliyoni zeedola ngo-2023.
Oku kuhambelana namanani avela kwi-SEMI, umbutho wabarhwebi behlabathi wabavelisi bezinto zombane kunye nekhonkco lokubonelela ngoyilo. Umbutho woshishino ubonise iMid-Year Total Semiconductor Equipment Forecast - Umbono we-OEM kwi-SEMICON West 2022 Hybrid. Uphando lusekelwe kulwazi olunikezelwe ngabadlali abakhulu beemarike, i-SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) inkqubo yokuqokelelwa kwedatha kunye ne-SEMI World Fab Forecast database.
Ukukhula kuzo zombini iinkqubo zemveliso zangaphambili nasemva
Kulindeleke ukuba ukuthengiswa kwezixhobo zokuvelisa zangaphambili nasemva kwesiphelo zikhule. Imveliso yangaphambili apha ibhekiselele kwimveliso yeewafers. Ukwenziwa kwemveliso ngasemva kubhekiselele kwiinkqubo zokuvelisa ezenzekayo nje ukuba zonke iisekethe ezikwi-wafer zenziwe.
Icandelo lokwenziwa kwe-wafer, elibandakanya ukusetyenzwa kwe-wafer, indawo yokuvelisa kunye nesixhobo semaski / ireticle, kulindeleke ukuba ikhule nge-15.4%. I-SEMI ilindele ukuba icandelo ngengeniso ye-101 yeebhiliyoni zeedola kwi-2022 ukubeka irekhodi elitsha. Ingeniso yecandelo kulindeleke ukuba inyuke nge-3.2% ukuya kwi-104.3 yeebhiliyoni zeedola ngo-2023.
“Ngokuhambelana nokuzimisela koshishino lwesemiconductor ekwandiseni nasekuphuculeni umthamo, icandelo lesixhobo sokwenza iwafer likulungele ukufikelela kwi-100 yeebhiliyoni zeedola okokuqala ngqa ngo-2022,” utshilo u-Ajit Manocha, umongameli kunye ne-CEO. ye-SEMI, nceda. "Iindlela zehlabathi kwiimarike ezininzi ezidityaniswa notyalo-mali olomeleleyo kwiziseko ezingundoqo zedijithali ziseta omnye unyaka werekhodi."
Amacandelo e-Foundry kunye neengqiqo zikhula ngokukhawuleza
I-SEMI ibona imfuno ephezulu yazo zombini iindawo eziphambili kunye nezivuthiweyo zenkqubo. Ngenxa yoko, isiseko kunye namacandelo anengqondo emarike kulindeleke ukuba akhule nge-20.6% unyaka nonyaka ukuya kwi-55.2 yeebhiliyoni zeedola ngo-2022. I-SEMI ilindele ukuba imakethi iqhubeke nokukhula ngo-2023, kunye nengeniso yehlabathi ye-59.5 yeebhiliyoni zeedola. uyaziqonda. Oku kulingana nokunyuka kwe-7.9%. Ngokudibeneyo, la macandelo mabini abangela ngaphezulu kwesiqingatha sentengiso yezixhobo zokuvelisa i-wafer.
Umbutho wokurhweba uphinda ubonise imfuno eqinile yememori kunye nokugcinwa. Oku kulindeleke ukuba kuqhube inkcitho ephezulu kwi-DRAM kunye nezixhobo ze-NAND kwi-2022. Icandelo le-DRAM kulindeleke ukuba likhule nge-8% ukufikelela kwi-17.1 yeebhiliyoni zeedola kwingeniso. Imarike yezixhobo ze-NAND kulindeleke ukuba ikhule nge-6.8% ukuya kwi-21.1 yeebhiliyoni zeedola. I-SEMI iphinde ilindele ukukhula kwi-2023, nangona iphantsi kakhulu kune-2022. Ngokomzekelo, utyalo-mali kwizixhobo zokuvelisa ze-DRAM kulindeleke ukuba zikhule ngo-7.7% kwi-2023. Inkcitho kwi-NAND izixhobo zonyuka nge-2.4%, umbutho woshishino uqikelele.
Imfuno yezixhobo zokuhlanganisa kunye nokupakishwa iyehla
Icandelo leendibano kunye nezixhobo zokupakisha likhule lingekho ngaphantsi kwe-86.5% ngo-2021. Ukukhula kuya kuncipha kwiminyaka ezayo, i-SEMI iqikelela. Umzekelo, i-turnover kulindeleke ukuba inyuke nge-8.2% ukuya kwi-7.8 yeebhiliyoni zeedola ngo-2022. I-contraction ye-0.5% ukuya kwi-7.7 yeebhiliyoni zeedola iqikelelwe ngo-2023.
Imarike yezixhobo zovavanyo lwe-semiconductor kulindeleke ukuba ikhule. I-SEMI iqikelela ukukhula kwe-12.1% ukuya kwi-8.8 yeebhiliyoni zeedola ngo-2022, ilandelwa yi-0.4% yokukhula ngo-2023.
I-Taiwan yeyona marike ibalulekileyo yokuthengisa
Ngokweemarike zejografi, iTaiwan, iChina kunye neKorea ziimarike ezinkulu zeenkqubo zokuvelisa i-chip, umbutho uqikelela. I-Taiwan iya kuphinda ifumane indawo yayo ehamba phambili kuzo zombini i-2022 kunye ne-2023, i-SEMI iqikelela. I-China neKorea ziyalandela. Nangona kunjalo, utyalo-mali kweminye imimandla kwihlabathi liphela kulindeleke ukuba lonyuke kuyo yomibini le minyaka.