Maererano nezvino nhamba kubvaGartner, Samsung Electronics inotarisirwa kuwanazve chinzvimbo chayo semukuru semiconductor mutengesimaererano nemari, inodarika Intel. Nekudaro, iyi data haisanganisire TSMC, iyo yakakura kwazvo yekutanga pasirese.
Mari yeSamsung Electronics inoratidzika kunge yakawedzera kunyangwe kuita kushomeka nekuda kwekuderera kwekubatsira kweDRAM neNAND flash memory. SK Hynix, iyo ine mukana wakasimba mumusika wepamusoro-bandwidth memory (HBM), inotarisirwa kukwira kusvika pachinzvimbo chechina pasirese gore rino.
Musika wekutsvagisa musika Gartner anofanotaura kuti mari yepasi rose semiconductor ichawedzera ne18.1% kubva pagore rapfuura (US $ 530 bhiriyoni) kusvika kuUS $ 626 bhiriyoni muna 2024. Pakati pavo, mari yese yevatengesi vepamusoro makumi maviri neshanu semiconductor inotarisirwa kuwedzera ne21.1% gore-ne-gore, uye chikamu chemusika che2020 chinotarisirwa kuwedzera kubva pamakumi maviri neshanu muzana. 77.2% muna 2024, kuwedzera kwe1.9 muzana.
Tichipesana nekuderera kwekuderera kwehupfumi hwepasirese, iyo polarization yekudiwa kweAI semiconductor zvigadzirwa zvakaita seHBM uye zvigadzirwa zvechinyakare zvawedzera, zvichikonzera kuita kwakasanganiswa kwemakambani esemiconductor. Samsung Electronics inotarisirwa kuwanazve nzvimbo yepamusoro yakarasika kuIntel muna 2023 mukati megore. Mari yeSamsung semiconductor gore rapfuura yaitarisirwa kuve US $ 66.5 bhiriyoni, kumusoro 62.5% kubva gore rapfuura.
Gartner akacherekedza kuti "mushure memakore maviri akateedzana ekuderera, mari yechigadzirwa chendangariro yakawedzera zvakanyanya gore rapfuura," uye akafanotaura kuti avhareji yekukura kwepagore yeSamsung mumakore mashanu apfuura ichasvika 4.9%.
Gartner anofanotaura kuti mari yepasi rose semiconductor ichakura 17% muna 2024. Maererano nekufanotaura kwaGartner, mari yepasi rose semiconductor inotarisirwa kukura 16.8% kusvika $624 bhiriyoni muna 2024. Musika unotarisirwa kudzikira 10.9% muna 2023 kusvika $534 bhiriyoni.
"Sezvo 2023 inosvika pakupera, kudiwa kwakasimba kwemachipisi senge magraphic processing units (GPUs) anotsigira basa reAI hazvizokwane kudzikamisa kuderera kwenhamba mbiri muindasitiri yesemiconductor gore rino," akadaro Alan Priestley, mutevedzeri wemutungamiri uye muongorori kuGartner. "Kuderera kwekuda kubva kune smartphone uye PC vatengi, pamwe chete nekushomeka kwemari munzvimbo dzedata uye hyperscale data centers, kuri kukanganisa kuderera kwemari gore rino."
Nekudaro, 2024 inotarisirwa kuve gore rebound, iine mihoro yeese chip mhando dzichikura, inotungamirwa nekukura kwenhamba mbiri mumusika wekurangarira.
Musika wepasi rose wekurangarira unotarisirwa kudzikira ne38.8% muna 2023, asi kudzokororwa muna 2024 nekuwedzera 66.3%. NAND flash memory mari inotarisirwa kudonha ne38.8% muna 2023 kusvika pamadhora mazana matatu nemashanu. Mumwedzi 3-6 inotevera, mitengo yeNAND inotarisirwa kudzikira kunze uye mamiriro evatengesi achavandudza. VaGartner vanoongorora vanofanotaura kupora kwakasimba muna 2024, nemari inokwira kusvika pamadhora mazana mashanu nemakumi matatu emadhora, kuwedzera kwegore negore kwe49.6%.
Nekuda kwekunyanya kuwandisa uye kusakwana kudiwa, vatengesi veDRAM vari kudzingirira mitengo yemusika kudzikisa zvigadzirwa. Musika weDRAM wakawandisa unotarisirwa kuenderera mberi muchikamu chechina cha2023, zvichitungamira mukudzoreredzwa kwemutengo. Nekudaro, iko kuzara kwekuwedzera kwemutengo hakuzonzwika kusvika 2024, apo mari yeDRAM inotarisirwa kukura 88% kusvika $87.4 bhiriyoni.
Kuvandudzwa kwehungwaru hwekugadzira (GenAI) uye mhando dzemitauro mikuru iri kutyaira kudiwa kwemaseva eGPU epamusoro-soro uye makadhi ekumhanyisa munzvimbo dzedata. Izvi zvinoda kuiswa kweanomhanyisa basa mumaseva epa data kuti atsigire kudzidziswa uye kufungidzira kweAI mabasa. VaGartner vanoongorora vanofungidzira kuti panosvika 2027, kubatanidzwa kweAI tekinoroji mumashandisirwo enzvimbo yedata kuchaguma neinopfuura 20% yemaseva matsva ane anomhanyisa basa.
Nguva yekutumira: Jan-20-2025