Mliriwu komanso kusatsimikizika kwachuma komwe kukubwera kwachepetsa ndalama m'mafakitale ambiri, kuphatikiza kupanga ma semiconductor. Izi zimapangitsa 2020 kukhala chaka chachiwiri motsatizana kuti ndalama zobzala zidatsika poyerekeza ndi chaka chatha. Koma kasupe wachuma amangopanikizidwa ku malire ena, pambuyo pake kuwongola kosalephereka kumatsatira. Ndipo kutulutsidwa kwa mphamvu zachuma sikudzakhala nthawi yayitali.
Ofufuza a bungwe lamakampani la SEMI 2021 ikukonzekera kukhala chaka chodziwika bwino chakugwiritsa ntchito zida za semiconductor padziko lonse lapansi. Ndalama zikuyembekezeka kuwonjezeka ndi 24% pachaka mpaka $ 67,7 biliyoni.Mafakitale omwe amapanga kukumbukira kwa DRAM adzatsogolera njira (yomwe ndi nkhani yabwino). Makampani adzawononga ndalama zokwana madola 30 biliyoni kuti awonjezere kupanga kukumbukira. Malo achiwiri pazachuma m'mafakitale adzatengedwa ndi kupanga logic ndi kupanga makontrakitala a chips ndi mabizinesi okonzekera mpaka $29 biliyoni.
Bizinesi yakung'anima ya 3D NAND ikulitsa ndalama zogulira ndalama ngakhale koyambirira kwa chaka chino, zomwe zikuyembekezeka kukhala 30% YoY. Choncho, chaka chamawa kukula kwa ndalama pa chitukuko cha 3D NAND kupanga kudzakhala kochepa kwambiri - pamlingo wa 17% pachaka. Ndi kukumbukira kwa DRAM ndizabwinoko. Ngati chaka chino ndalama zogulira ndalama zopangira RAM zatsika ndi 11% pachaka, ndiye kuti chaka chamawa akulonjeza kuti awonjezeka ndi 50% pachaka. M'chaka chamakono, makampani adachepetsanso ndalama zopangira malingaliro ndi 11% pachaka, koma mu 2021 kukula kwa ndalama sikudzakhala kolimba monga momwe zinalili ndi DRAM ndipo kudzakhala 16% pachaka.
Palibe kusintha kochititsa chidwi komwe kumayembekezeredwa m'malo ena opanga semiconductor. Chifukwa chake, ndalama zopanga ma sensor azithunzi mu 2020 zidzakula ndi 60% ndikuwonjezeranso 36% mu 2021. Chaka chino adzayika ndalama zokwana 40% popanga analogi ndi malingaliro osakanikirana a AD kuposa chaka chapitacho, ndipo mu 2021 adzawonjezera ndalama zogwiritsira ntchito ndalama ndi 13%. Ma semiconductors amphamvu adzawona kukula kwachuma kwa 2020% mu 16 komanso 2021% yochititsa chidwi mu 67.
Ziyenera kunenedwa kuti mliri wa coronavirus wa SARS-CoV-2 unakakamiza openda kuti awunikenso zomwe adaneneratu zam'mbuyomu zazachuma m'mafakitale (zoneneratu zatsopanozi zikuwonetsedwa pamzere wofiira pa chithunzi pamwambapa). Makamaka, ndalama zopangira zida zopangira zidasintha kuchokera kotala loyamba kupita gawo lachiwiri la 2020. Ndalama zapadziko lonse lapansi pakupanga ma semiconductor zidatsika 15% motsatizana mgawo loyamba. M'gawo lachiwiri, dziko lapansi lidayamba kuchira pambuyo pa kugwedezeka koyamba kwa mliriwu komanso kukhala kwaokha. Kuphatikiza apo, kufunikira kwa zida mgawo lachiwiri kumatha kukulitsidwa ndi nkhawa zokhudzana ndi zilango zomwe zimaperekedwa ndi makampani aku China.
Ponseponse, mitengo ya zida zazaka zonse itsika ndi 4% chaka chino. Mu 2019, kuchepa kwa ndalama zomwe zimagwiritsidwa ntchito padziko lonse lapansi kunali kwakukulu - 8% pachaka. Kutsika, malinga ndi akatswiri, kugonjetsedwe mu theka lachiwiri la chaka chino, ngakhale mliri ndi kusowa kwa ntchito zomwe zidayambitsa zidzayesa kugwetsa chuma. Mwamwayi, kulimbikitsidwa kwa "kusintha kwa digito" m'mbali zonse za moyo waumunthu ndi ntchito zidzathetsa vutoli.
Source: 3dnews.ru