Dangane da sabon ƙididdigar sabo dagaGartner, Ana tsammanin samsung na samsung zai sake dawo da matsayin sa a matsayinBabban mai samar da kayan gadocikin sharuddan kudaden shiga, mafi dacewa Intel. Koyaya, wannan bayanan bai hada da TSMC ba, mafi girma mafi girma a duniya.
Samun kudaden samar da kayan lantarki na Samsung ya bayyana cewa sun sake fasalin duk da rashin halaye saboda lalacewar dram da kuma daukar hoto. Sk hynix, wanda ke da fa'ida mai ƙarfi a cikin ƙwaƙwalwar mai girma (HBM), ana tsammanin zai tashi zuwa matsayi na huɗu a cikin duniya a wannan shekara.
Kamfanin Binciken Kasuwanci Gartner ya kara da cewa kudaden shiga na Semiconcicor zai karu da 18.1% daga shekarar dala biliyan 627 a cikin 20.1%. -I - ana sa ran kasuwa raba daga 75.3% a cikin 2053 zuwa 773 zuwa 77.2% a cikin 2024, karuwar maki 1.9 cikin dari.
A kan koma baya na yanki na tattalin arziki na duniya, polarization bukatar Ai Sefenmu da kayayyakin gargajiya sun kara ƙaruwa, sakamakon hade da hadewar kamfanonin SeMictionuci. Ana sa ran ana sa ran za a sake dawo da babban wurin da aka rasa a Intel a cikin 2023 cikin shekara. An sa ran samun kudaden shiga Samsung na shekarar Samsung ya zama dala biliyan 66.5, sama da 62.5% daga shekarar da ta gabata.
Gastner ya lura cewa "bayan shekaru biyu a jere na raguwa, sake samar da samfurin ƙwaƙwalwar ajiya a bara," kuma sun annabta cewa samsung na matsakaitan Samsung a cikin shekaru biyar da suka gabata zai kai kashi 4.9%.
Gartner ya yi fatan cewa kudaden shiga na Semiconnonontor zai yi girma 17% a cikin 2024 biliyan. "
"Kamar yadda 2023 zangon zuwa kusa, buƙatun mai ƙarfi ga kwakwalwan kwamfuta kamar raka'a na zane-zane (GPUs Prley, Mataimakin Shugaban Kasa da mai sharhi a garterner. "Dokoki da siyar da abokan ciniki da PC, tare da rauni ciyarwa a cikin cibiyoyin bayanai da cibiyoyin bayanai na Hyperscale, yana shafar kudaden shiga da raguwa a wannan shekara."
Koyaya, 2024 ana tsammanin zai zama shekara mai zuwa, tare da kudaden shiga don duk nau'ikan guntu ke girma, haɓakawa ta hanyar haɓakawa sau biyu a cikin kasuwar ƙwaƙwalwar ajiya.
Ana tsammanin kasuwar ƙwaƙwalwar ƙwaƙwalwar ƙwaƙwalwar ƙwaƙwalwar duniya ta duniya ta hanyar 38.8 a cikin 2023, amma maimaitawa a cikin 2024 tare da karuwa 66.3% karuwa. NANDS ana sa ran samun kudaden shiga na Kwallan Kwaya har zuwa 38.8% zuwa $ 35.4 biliyan, saboda tsananin buƙaci da kuma nuna alama da kai ga fadada farashin. A cikin watanni 3-6 masu zuwa, ana tsammanin farashin su ƙasa da halin da ake ciki ga masu siyarwa zasu inganta. Tunanin Gartner hango wani tsinkaye mai ƙarfi a cikin 2024, tare da hauhawar kudaden shiga $ 53 biliyan, karuwar shekara ta 49.6%.
Saboda tsananin rufewar da karancin buƙatu, masu samar da dram suna bin farashin kasuwar don rage kaya. Ana sa ran ci gaba da burodin kasuwar dram din zai ci gaba ta hanyar hudu na 2023, wanda ke kaiwa ga farashin maimaitawa. Koyaya, ana sauke cikakken tasirin karuwar farashin har zuwa 2024, lokacin da ake sa ran kudaden shiga dram zai girma 88% zuwa $ 87.4 biliyan.
Ci gaban hankali na sirri na wucin gadi (Genai) da manyan ƙirar harshe suna tuki buƙatun GPU na GPU na GPU na GPU Wannan yana buƙatar tura hanyoyin tattara ayyukan a cikin sabobin cibiyar bayanai don tallafawa horo da kuma bayanan AI AI. Gartner na manazartar da aka kiyasta cewa da 2027, hadewar fasahar Ai a cikin aikace-aikacen cibiyar data zai haifar da sama da 20% na sabbin sababbin sabobin da ke dauke da ayyukan karba.
Lokaci: Jan-20-2025