Ngokwezibalo zamva nje ezivela kwi-IGartner, iSamsung Electronics kulindeleke ukuba ibuyele kwindawo yayo njengeumthengisi omkhulu we-semiconductorngokwengeniso, idlula i-Intel. Nangona kunjalo, le datha ayibandakanyi i-TSMC, indawo enkulu yokusungula izinto emhlabeni.
Ingeniso yeSamsung Electronics ibonakala ngathi ibuyele umva nangona ukusebenza kwayo kungalunganga ngenxa yokwehla kwenzuzo yeDRAM kunye neNAND flash memory. I-SK Hynix, enenzuzo enkulu kwimarike ye-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-US $ 530 yeebhiliyoni) ukuya kwi-US $ 626 yeebhiliyoni ngo-2024. Phakathi kwabo, ingeniso iyonke yabathengisi be-semiconductor abaphambili abangama-25 kulindeleke ukuba inyuke nge-21.1% unyaka nonyaka, kwaye isabelo semarike kulindeleke ukuba sinyuke ukusuka kwi-75.3% ngo-2023 ukuya kwi-77.2% ngo-2024, ukunyuka kweepesenti ezili-1.9.
Ngenxa yokudodobala koqoqosho lwehlabathi, ukuhlukana kwemfuno yeemveliso ze-AI semiconductor ezifana ne-HBM kunye neemveliso zemveli kuye kwanda, nto leyo ebangele ukusebenza okuxubeneyo kwiinkampani ze-semiconductor. I-Samsung Electronics kulindeleke ukuba ifumane indawo ephezulu elahlekileyo yi-Intel ngo-2023 kungakapheli unyaka. Ingeniso ye-Samsung semiconductor kunyaka ophelileyo ibilindeleke ukuba ibe yi-US $66.5 yeebhiliyoni, inyuke nge-62.5% ukusuka kunyaka ophelileyo.
UGartner uqaphele ukuba "emva kweminyaka emibini ilandelelana yokwehla, ingeniso yemveliso yememori ibuyele phezulu kakhulu kunyaka ophelileyo," waza waxela kwangaphambili ukuba izinga lokukhula eliphakathi leSamsung kwiminyaka emihlanu edlulileyo liza kufikelela kwi-4.9%.
UGartner uqikelela ukuba ingeniso yehlabathi ye-semiconductor iya kukhula nge-17% ngo-2024. Ngokwesibikezelo samva nje sikaGartner, ingeniso yehlabathi ye-semiconductor kulindeleke ukuba ikhule nge-16.8% ukuya kwi-$624 yeebhiliyoni ngo-2024. Imarike kulindeleke ukuba yehle nge-10.9% ngo-2023 ukuya kwi-$534 yeebhiliyoni.
“Njengoko u-2023 usondela esiphelweni, imfuno enamandla yeetships ezifana neeyunithi zokucubungula imizobo (ii-GPU) ezixhasa umthwalo wemisebenzi ye-AI ayizukwanela ukuphelisa ukuhla kwamanani amabini kwishishini le-semiconductor kulo nyaka,” utshilo u-Alan Priestley, usekela-mongameli kunye nomhlalutyi eGartner. “Ukwehla kwemfuno evela kubathengi be-smartphone kunye ne-PC, kunye nokusetyenziswa kwemali okubuthathaka kumaziko edatha kunye namaziko edatha e-hyperscale, kuchaphazela ukuhla kwengeniso kulo nyaka.”
Nangona kunjalo, u-2024 kulindeleke ukuba ube ngunyaka oza kubuya kwakhona, apho ingeniso yazo zonke iintlobo zeetship ikhula, iqhutywa kukukhula kwamanani amabini kwimarike yeememori.
Imarike yememori yehlabathi kulindeleke ukuba yehle nge-38.8% ngo-2023, kodwa ibuyele umva ngo-2024 ngokonyuka kwe-66.3%. Ingeniso yememori ye-flash ye-NAND kulindeleke ukuba yehle nge-38.8% ngo-2023 iye kwi-$35.4 yeebhiliyoni, ngenxa yemfuno ebuthathaka kunye nokunikezelwa okugqithisileyo okukhokelela ekuweni kwamaxabiso. Kwiinyanga ezi-3-6 ezizayo, amaxabiso e-NAND kulindeleke ukuba ehle kwaye imeko yababoneleli iya kuphucuka. Abahlalutyi beGartner baqikelela ukuba imbuyekezo enamandla ngo-2024, kunye nengeniso enyuka iye kwi-$53 yeebhiliyoni, ukunyuka konyaka nonyaka kwe-49.6%.
Ngenxa yokungabikho kombane kakhulu kunye nemfuno enganeleyo, abathengisi be-DRAM basukela amaxabiso emarike ukuze banciphise uluhlu lwezinto ezisetyenzisiweyo. Ukunikezelwa kombane kakhulu kwimarike ye-DRAM kulindeleke ukuba kuqhubeke kwikota yesine ka-2023, nto leyo ekhokelela ekubuyeni kwexabiso. Nangona kunjalo, impembelelo epheleleyo yokunyuka kwamaxabiso ayizukuvakala kude kube ngu-2024, xa ingeniso ye-DRAM kulindeleke ukuba ikhule nge-88% ukuya kwi-87.4 yeebhiliyoni zeerandi.
Uphuhliso lwe-generative artificial intelligence (GenAI) kunye neemodeli ezinkulu zolwimi luqhuba imfuno yeeseva ze-GPU ezisebenzayo kakhulu kunye namakhadi e-accelerator kwiziko ledatha. Oku kufuna ukuthunyelwa kwee-accelerators zomthwalo wemisebenzi kwiiseva zeziko ledatha ukuxhasa uqeqesho kunye nokuqikelela umthwalo wemisebenzi ye-AI. Abahlalutyi beGartner baqikelela ukuba ngo-2027, ukuhlanganiswa kwetekhnoloji ye-AI kwizicelo zeziko ledatha kuya kubangela ukuba ngaphezulu kwe-20% yeeseva ezintsha eziqulathe ii-accelerators zomthwalo wemisebenzi.
Ixesha leposi: Jan-20-2025