Ngokwezibalo zamva nje ukusukaGartner, I-Samsung Electronics kulindeleke ukuba iphinde ifumane indawo yayo njengeumboneleli omkhulu wesemiconductorngokwengeniso, ukodlula i-Intel. Nangona kunjalo, le datha ayibandakanyi i-TSMC, eyona nto inkulu emhlabeni.
Ingeniso ye-Samsung Electronics ibonakala ngathi iye yaphinda yaphindaphindeka ngaphandle kokusebenza kakubi ngenxa yokuhla kwengeniso ye-DRAM kunye ne-NAND flash memory. I-SK Hynix, enenzuzo eyomeleleyo kwi-high-bandwidth memory (HBM), kulindeleke ukuba inyuke iye kwindawo yesine kwihlabathi kulo nyaka.
Inkampani yophando lwemarike iGartner iqikelela ukuba ingeniso ye-semiconductor yehlabathi iya kunyuka nge-18.1% ukusuka kunyaka ophelileyo (i-530 yeebhiliyoni zeedola zase-US) ukuya kwi-US $ 626 yezigidigidi ngo-2024. Phakathi kwabo, ingeniso epheleleyo yababoneleli abaphezulu be-semiconductor be-25 kulindeleke ukuba inyuke nge-21.1% unyaka nonyaka, kwaye isabelo semarike kwi-3% silindeleke ukuba sinyuke kwi-20 ye-20. 77.2% ngo-2024, ukwanda kwepesenti ye-1.9.
Ngokuchasene nokudodobala kokudodobala koqoqosho lwehlabathi, i-polarization yemfuno yeemveliso ze-AI semiconductor ezifana ne-HBM kunye neemveliso zemveli ziye zaqina, okukhokelela ekusebenzeni okuxubileyo kwiinkampani ze-semiconductor. I-Samsung Electronics kulindeleke ukuba iphinde ifumane indawo ephezulu elahlekileyo kwi-Intel ngo-2023 kwisithuba sonyaka. Ingeniso ye-semiconductor ye-Samsung kunyaka ophelileyo bekulindeleke ukuba ibe yi-US $ 66.5 yezigidigidi, inyuke nge-62.5% ukusuka kunyaka ophelileyo.
UGartner uqaphele ukuba "emva kweminyaka emibini elandelelanayo yokwehla, ingeniso yemveliso yememori iphinde yanda kakhulu kulo nyaka uphelileyo," kwaye waxela kwangaphambili ukuba umndilili wokukhula kwe-Samsung wonyaka kule minyaka mihlanu idlulileyo uya kufikelela kwi-4.9%.
UGartner uqikelela ukuba ingeniso ye-semiconductor yehlabathi iya kukhula nge-17% ngo-2024. Ngokoqikelelo lwamva nje lukaGartner, ingeniso ye-semiconductor yehlabathi kulindeleke ukuba ikhule nge-16.8% ukuya kwi-624 yeebhiliyoni zeedola ngo-2024. Imarike kulindeleke ukuba yehle nge-10.9% ngo-2023 ukuya kwiibhiliyoni zeedola ezingama-534.
“Njengoko i-2023 isondela esiphelweni, imfuno eyomeleleyo yeetshiphusi ezifana neeyunithi zokusetyenzwa kwemizobo (GPUs) ezixhasa umthwalo we-AI aziyi kwanela ukuphelisa ukuhla okuphindwe kabini kwishishini le-semiconductor kulo nyaka,” utshilo u-Alan Priestley, usekela mongameli kunye nomhlalutyi eGartner. "Ukuncipha kwemfuno evela kubathengi be-smartphone kunye nePC, kunye nenkcitho ebuthathaka kumaziko edatha kunye namaziko edatha ye-hyperscale, kuchaphazela ukwehla kwengeniso kulo nyaka."
Nangona kunjalo, u-2024 kulindeleke ukuba ube ngunyaka ophindwe kabini, kunye nengeniso yazo zonke iintlobo ze-chip ezikhulayo, eziqhutywa kukukhula okuphindwe kabini kwimarike yememori.
Imarike yememori yehlabathi kulindeleke ukuba yehle nge-38.8% ngo-2023, kodwa iphinde ibuyele ngo-2024 ngokunyuka kwe-66.3%. Ingeniso yememori ye-NAND ye-flash kulindeleke ukuba yehle nge-38.8% ngo-2023 ukuya kwi-35.4 yeebhiliyoni zeedola, ngenxa yemfuno ebuthathaka kunye nokugqithiswa okukhokelela ekuhlahleni kwamaxabiso. Kwiinyanga ezi-3-6 ezizayo, amaxabiso e-NAND alindeleke ukuba ehle kwaye imeko yababoneleli iya kuba ngcono. Abahlalutyi beGartner baqikelela ukubuyiswa okunamandla ngo-2024, kunye nengeniso ekhuphuka ukuya kwi-53 yeebhiliyoni zeedola, ukunyuka konyaka-ngonyaka kwe-49.6%.
Ngenxa yonikezelo olumandla kunye nemfuno engonelanga, ababoneleli beDRAM baleqa amaxabiso entengiso ukuze banciphise uluhlu lwempahla. Ukugqithiswa kweemarike ze-DRAM kulindeleke ukuba kuqhubeke kwikota yesine ka-2023, okukhokelela ekubuyeni kwexabiso. Nangona kunjalo, impembelelo epheleleyo yokunyuka kwexabiso ayiyi kuvakala kude kube ngu-2024, xa ingeniso ye-DRAM kulindeleke ukuba ikhule nge-88% ukuya kwi-87.4 yeebhiliyoni zeedola.
Ukuphuhliswa kobukrelekrele bokuvelisa (i-GenAI) kunye neemodeli ezinkulu zolwimi kuqhuba imfuno yeeseva ze-GPU ezisebenza kakhulu kunye namakhadi e-accelerator kumaziko edatha. Oku kufuna ukusasazwa kwee-accelerators zomsebenzi kwiiseva zamaziko edatha ukuxhasa uqeqesho kunye nokuqikelelwa komthwalo we-AI. Abahlalutyi beGartner baqikelela ukuba ngo-2027, ukuhlanganiswa kweteknoloji ye-AI kwizicelo zeziko ledatha kuya kubangela ngaphezu kwe-20% yamaseva amatsha aqukethe i-accelerators yomsebenzi.
Ixesha lokuposa: Jan-20-2025