Isidingo sezinhlelo zokukhiqiza ama-chip sizoqhubeka sikhula eminyakeni ezayo
Kube nokushoda okukhulu kwama-chip emhlabeni jikelele isikhathi eside manje, okuthile abakhiqizi bama-chip abasabela kukho ngokutshala imali okukhulu. Lokhu kubonakala futhi ezibalweni zemakethe yezinhlelo zokukhiqiza ama-chip. Ukuthengiswa komhlaba wonke kulindeleke ukuthi kukhule kuye ku- $117.5 billion ngo-2022, okuwukunyuka okungu-14.7% kusuka ku-$102.5 billion kwimali engenayo ka-2021. Ukuthengisa kulindeleke ukuthi kukhule kufinyelele ku- $ 120.8 billion ngo-2023.
Lokhu kungokwezibalo ezivela ku-SEMI, inhlangano yohwebo yomhlaba wonke yabakhiqizi bezinto zikagesi kanye nochungechunge lokunikezela ngedizayini. Inhlangano yezimboni ikhombise i-Mid-Year Total Semiconductor Equipment Forecast - I-OEM Perspective e-SEMICON West 2022 Hybrid. Ucwaningo lusekelwe olwazini olunikezwe abadlali abakhulu bemakethe, uhlelo lokuqoqa idatha lwe-SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) kanye nesizindalwazi se-SEMI World Fab Forecast.
Ukukhula kukho kokubili amasistimu okukhiqiza angaphambili nangemuva
Kokubili ukuthengiswa kwemishini yokukhiqiza engaphambili nangemuva kulindeleke ukuthi kukhule. Ukukhiqizwa kwe-front end lapha kubhekisela ekukhiqizweni kwama-wafers. Ukukhiqizwa kwe-back-end kusho izinqubo zokukhiqiza ezenzeka lapho wonke amasekethe aku-wafer esedaliwe.
Ingxenye yokukhiqiza i-wafer, ehlanganisa ukucutshungulwa kwe-wafer, izindawo zokukhiqiza kanye nemishini ye-mask/reticle, kulindeleke ukuthi ikhule ngo-15.4%. I-SEMI ilindele ukuthi ingxenye enenzuzo yezigidigidi ezingama- $ 101 ngo-2022 ukusetha irekhodi elisha. Imali engenayo yengxenye kulindeleke ukuthi inyuke ngo-3.2% iye ku-$104.3 billion ngo-2023.
“Ngokuhambisana nokuzibophezela okunqunyiwe kwemboni ye-semiconductor ekwandiseni nasekuthuthukiseni umthamo, ingxenye yemishini yokukhiqiza i-wafer isilungele ukufinyelela ingqophamlando engu-$100 billion okokuqala ngqa ngo-2022,” kusho u-Ajit Manocha, umongameli kanye ne-CEO. we-SEMI, ngicela. "Imikhuba yezwe ezimakethe eziningi ezihambisana nokutshalwa kwezimali okuqinile kwingqalasizinda yedijithali imise omunye unyaka wamarekhodi."
Izingxenye ze-Foundry ne-logic zikhula ngokushesha
I-SEMI ibona isidingo esikhulu sazo zombili izindawo ezithuthukile nezivuthiwe. Ngenxa yalokhu, izingxenye eziyisisekelo nezinengqondo zemakethe kulindeleke ukuthi zikhule ngo-20.6% unyaka nonyaka ziye ku-$55.2 billion ngo-2022. I-SEMI ilindele ukuthi imakethe iqhubeke nokukhula ngo-2023, ngemali engenayo yomhlaba wonke yama-dollar ayizigidi eziyizinkulungwane ezingu-59.5. uyaqaphela. Lokhu kulingana nokunyuka ngo-7.9%. Ngokuhlangene, lezi zingxenye ezimbili zenza ngaphezu kwesigamu sengqikithi yokuthengiswa kwemishini yokukhiqiza eyi-wafer.
Inhlangano yezohwebo iphinde ikhombise isidingo esinamandla senkumbulo nokugcinwa. Lokhu kulindeleke ukuthi kuqhubekisele phambili ukusetshenziswa kwemali okuphezulu kumishini ye-DRAM ne-NAND ngo-2022. Ingxenye ye-DRAM kulindeleke ukuthi ikhule ngo-8% ukuze ifinyelele ku-$17.1 billion emalini engenayo. Imakethe yemishini ye-NAND kulindeleke ukuthi ikhule ngo-6.8% iye ku-$21.1 billion. I-SEMI iphinde ilindele ukukhula ngo-2023, nakuba iphansi kakhulu kunango-2022. Isibonelo, ukutshalwa kwezimali kumishini yokukhiqiza ye-DRAM kulindeleke ukuthi kukhule ngo-7.7% ngo-2023. Izindleko zemishini ye-NAND zikhuphuka ngo-2.4%, inhlangano yezimboni ibikezela .
Isidingo semishini yokuhlanganisa nokupakisha siyehla
Ingxenye yemishini yokuhlanganisa nokupakishwa ikhule ngenani elingekho ngaphansi kwama-86.5% ngo-2021. Ukukhula kuzokwehla eminyakeni ezayo, i-SEMI ibikezela. Isibonelo, inzuzo kulindeleke ukuthi inyuke ngo-8.2% iye ku-$7.8 billion ngo-2022. Ukufinyezwa kuka-0.5% kuya ku-$7.7 billion kubikezelwa ngo-2023.
Imakethe yemishini yokuhlola i-semiconductor kulindeleke ukuthi ikhule. I-SEMI ibikezela ukukhula ngo-12.1% kuya ku-$8.8 billion ngo-2022, okulandelwa ukukhula ngo-0.4% ngo-2023. Le nhlangano ibeka lokhu ikakhulukazi esidingweni esinamandla sezinhlelo zokusebenza ze-high-performance computing (HPC).
I-Taiwan iyimakethe yokuthengisa ebaluleke kakhulu
Ngokwezimakethe zendawo, iTaiwan, China kanye neKorea yizimakethe ezinkulu kakhulu zezinhlelo zokukhiqiza ama-chip, inhlangano ibikezela. I-Taiwan izophinde ithole isikhundla sayo sokuhola kukho kokubili u-2022 no-2023, i-SEMI ibikezela. I-China ne-Korea ziyalandela. Kodwa-ke, ukutshalwa kwezimali kwezinye izifunda emhlabeni jikelele kulindeleke ukuthi kukhule kuyo yomibili le minyaka.