Ngokweenkcukacha-manani zamva njeI-gartner, I-Samsung Elektroniki kulindeleke ukuba iphinde ibekhona njengeUmthengisi omkhulu we-semicondcuctorngokweengenisi, i-intel egqwesileyo. Nangona kunjalo, le datha ayibandakanyi i-Tsmc, eyona ndawo iphambili emhlabeni.
Ingeniso ye-Samsung ye-Samsung ivela ukuba iphinde iphinde isebenze ngaphandle kokusebenza kakubi ngenxa yokwenza inzuzo yenzuzo yedram kunye nenkumbulo ye-nund. I-SK Hynix, enelungelo lokufumana imarike ye-bandwidth ye-andwidth (HBM), kulindeleke ukuba inyukele kwindawo yesine emhlabeni kulo nyaka.
I-Terner yoPhando lweMarike iqikelela ukuba ingeniso ye-semicondcuctor yehlabathi iya konyuswa nge-18.1% ye-520 yezigidigidi kwi-202 yezigidi zee-semicondcuctors zilindelwe ukuba zinyuke ngo-21.1% ngonyaka -onyaka, kwaye isabelo sentengiso kulindeleke ukuba sande ukusuka kwi-75.3% ngonyaka wama-2023 ukuya kwi-77.2% ngonyaka wama-2024, ukunyuka kwamanqaku epesenti ka-1.9.
Ngokuchasene ne-backdrop ye-Downerter yoqoqosho lwehlabathi, i-polarization yebango leemveliso ze-AI Semiconductor ezifana ne-HBM kunye neemveliso zemveli ziye zaqinisa, zibangela intsebenzo ye-semicondcuctor. I-Samsung Elektroniki kulindeleke ukuba iphinde ifumane indawo ephezulu elahlekileyo kwi-Intel ngo-2023 kwisithuba sonyaka. I-Samsuonductor ye-Semiconductor iRovenu kunyaka ophelileyo bekulindeleke ukuba ibe yi-US $ 66.5 yezigidigidi, i-62.5% ukusuka kunyaka ophelileyo.
UGartner uqaphele ukuba "emva kweminyaka emibini elandelelana, ingeniso yenkumbulo ephindaphindwe kakhulu," kwaye waxela kwangaphambili ukuba i-Samsung Setrity Inqanaba lokukhula lonyaka kwiminyaka emihlanu edlulileyo liya kufikelela kwi-4.9%.
I-gartner ixele kwangaphambili ukuba ingeniso ye-semicondcuctor yehlabathi iya kukhula nge-17% ngo-2024 xela i-2024 yeebhiliyoni kwi-2024 yeebhiliyoni ze-2024 ukuya kwi-534 yezigidigidi kwi-2024 yeebhiliyoni.
"Njengama-2023 asondela kwimfuno esondeleyo, eqinileyo kwii-chips ezifana neeyunithi zokulungisa imizobo (i-GPUS) exhasa i-AICONLERLERY AMANDLA EMICEORY, UMZEKO WE-VICE kunye Uhlalutyo kwi-gartner. "Ukuncipha kwemfuno kwi-smartphone kunye nabathengi bePC, abadityaniswa nenkcitho ebuthathaka kumaziko edatha kunye namaziko edatha ye-hyperscale, ichaphazela ingeniso yeRhafu kulo nyaka."
Nangona kunjalo, i-2024 kulindeleke ukuba ibe ngumdlalo wokuqala, kunye nengeniso yazo zonke iintlobo ze-CHIP ezikhula, ziqhutywa kukukhula kwedatha kabini kwimarike yememori.
Imakethi yememori yehlabathi kulindeleke ukuba ihla nge-38.8% ngo-2023, kodwa iphinde ibuye ngo-2024 ngonyuso lwe-66.3%. Ingeniso yenkumbulo ye-Nquan kulindeleke ukuba iwele ngama-38,8% kwi-2023 ukuya kwi-35.4 yezigidigidi, ngenxa yemfuno ebuthathaka kunye ne-overupply ekhokelela kumaxabiso. Kwiinyanga ezi-3-6 ezizayo, amaxabiso anexabiso kulindeleke ukuba aphume ezantsi kwaye imeko yabathengisi iya kuphucuka. Uhlalutyo lwe-garner chaza ukubuyela kwimeko yesiqhelo ngo-2024, ngengeniso enyuka ukuya kwi-53 yezigidigidi, ukunyuka kweminyaka engama-49.6%.
Ngenxa yokugqithisa kakhulu kwaye imfuno engonelanga, abathengisi bedram baqalisa amaxabiso entengiso ukunciphisa uluhlu lweempahla. Intengiso yeDramupeply kulindeleke ukuba iqhubeke ngekota yesine engama-2023, ekhokelela kwixabiso lokubuyela kwakhona. Nangona kunjalo, ifuthe elipheleleyo lonyuso lwamaxabiso aluyi kuvakala kude kube ngu-2024, xa ingeniso ye-Dram kulindeleke ukuba ikhule i-88% ukuya kwi-8% yeedola.
Ukuphuhliswa kwento yokukhwela i-nextiting yendawo (genai) kunye neemodeli zolwimi ezinkulu ziqhuba imfuno yeeseva ezisebenzayo ze-GPU kunye namakhadi e-adlerator kumaziko edatha. Oku kufuna ukuthunyelwa kwee-Aclousers zomthwalo kwimisebenzi yedatha yokuxhasa uqeqesho kunye nokuthobela umsebenzi we-AI. Uhlalutyo lwe-garner luqikelele ukuba ngo-2027, ukudityaniswa kwetekhnoloji ye-AI kwiziko ledatha yeziko kuya kubangela ngaphezulu kwe-20% yeeseva ezintsha ezinee-Acleators zomthwalo.
IXESHA LOKUQALA: UJan-20-2025